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Added to YB: 2026-01-30

Pitch date: 2026-01-29

HON [bullish]

Honeywell International Inc.

+6.19%

current return

Author Info

No bio for this author

Company Info

Honeywell International Inc. engages in the aerospace technologies, industrial automation, building automation, and energy and sustainable solutions businesses in the United States, Europe, and internationally.

Market Cap

$154.2B

Pitch Price

$226.74

Price Target

N/A

Dividend

1.96%

EV/EBITDA

20.32

P/E

35.04

EV/Sales

4.75

Sector

Industrial Conglomerates

Category

special_situation

Show full summary:
The Spin-Off Floor: Why Selling $HON $200 Puts is the Smart Move for 2026

HON: Selling Jan 2027 $200 puts for $11 premium ahead of aerospace spin-off in H2 2026. Break-even at $189 (14.5% downside buffer). At assignment price, trades 18x 2026E earnings for focused automation + pure-play aerospace value unlock. 36% projected ROE, strong buyback program provide downside support.

Read full article (2 min)