Added to YB: 2026-09-07
Pitch date: 2026-09-03
HONA [neutral]
Honeywell Aerospace Inc.
Author Info
No bio for this author
Company Info
Honeywell Aerospace Inc. manufactures and supplies aircraft components, avionics, engines, and systems for airframe manufacturing, commercial airline, military and defense, business aviation, and space markets, as well as other markets in the aerospace industry.
Market Cap
$49.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.80
P/E
25.24
EV/Sales
3.59
Sector
Aerospace and Defense
Category
turnaround
Honeywell Aerospace: The 2% of Suppliers Choking the $18B Backlog
HONA (earnings): Honeywell Aerospace’s Q2 miss and 2026 guidance cut reflect concentrated supply constraints rather than reduced demand, supporting a base-to-bull lean after the 25% selloff: revenue rose 5% to $4.52B and backlog 9% to $18.15B, but EPS missed and mix shifted toward lower-margin OE. The key test is whether tooling, multisourcing and insourcing restore aftermarket growth and margins before delays drive cancellations or customer reallocation.
Read full article (5 min)