Added to YB: 2026-02-20
Pitch date: 2026-02-18
HON [bullish]
Honeywell International Inc.
+0.08%
current return
Author Info
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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
$240.57
Price Target
383.00 (+59%)
Dividend
1.96%
EV/EBITDA
20.32
P/E
35.04
EV/Sales
4.75
Sector
Industrial Conglomerates
Category
special_situation
Q1'26 Idea Inventory, Part 1: $HON
HON: Elliott-driven spinoff separating aerospace & automation in Q3'26. Aerospace to rerate to peers' high multiples, unlocking value from conglomerate discount. Elliott base case $330, upside $383 vs current price. Jun'27 $250 calls at $26.60 attractive: 14.6% breakeven, 5.17x leverage, 200-400% profit potential at targets.
Read full article (2 min)