Added to YB: 2026-06-08
Pitch date: 2026-06-05
HON [bullish]
Honeywell International Inc.
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
$135.6B
Pitch Price
N/A
Price Target
324.00 (+51%)
Dividend
2.22%
EV/EBITDA
18.36
P/E
34.42
EV/Sales
4.30
Sector
Industrial Conglomerates
Category
special_situation
Event Driven Long: Honeywell International
HON: Post-Aerospace spinoff SOTP play. PT $324, 48% upside. RemainCo: Building Automation (data center AI tailwinds via VESDA, LenelS2), Industrial Automation (US reindustrialization, LNG capacity doubling by 2029), plus 54% Quantinuum stake (~$25B IPO Q3'26). Catalysts: Q2'26 HONA spinoff, June 11 IA Investor Day. Bear case still +5%. Risks: spinoff execution, weak IA guidance, aerospace supply chain.
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