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The Bull Case For Honeywell (HON) Could Change Following Its AI-Focused Automation And Software Pivot - Learn Why
Simply Wall St.21h agoneutral
The Bull Case For Honeywell (HON) Could Change Following Its AI-Focused Automation And Software Pivot - Learn Why

Earlier this week, Honeywell International reported strong order momentum across multiple regions and laid out multi-year financial targets centered on revenue growth, margin expansion, and free-cash-flow conversion above 90%. An interesting angle is Honeywell’s push into software, AI, and automation to capture opportunities in data centers, LNG projects, and industrial automation, signaling a sharper focus on higher-growth, tech-enabled industrial markets. Now we’ll examine how Honeywell’s...

Honeywell Sees Strong Orders, Targets 15% EPS Growth in 2027
MarketBeat1d agoneutral
Honeywell Sees Strong Orders, Targets 15% EPS Growth in 2027

Honeywell International (NASDAQ:HON) CFO Mike Stepniak said the company is off to a strong start following its portfolio transformation, citing favorable July order trends, broad regional demand and improving prospects for the second half of the year and into 2027. Speaking at a Deutsche Bank confe

Can GE Stock Compound Its Way Higher?
Trefis2d agoneutral
Can GE Stock Compound Its Way Higher?

Despite record revenue, GE Aerospace is falling further behind on orders. Spare parts delinquencies, a measure of shipments delayed by material shortages, grew last quarter. This is not a sign of weakness, but of demand so intense the company's industrial base cannot keep pace.

Honeywell Aerospace (HONA) Trade Settles at Valuation Discount Following Spin-off
Insider Monkey4d agoneutral
Honeywell Aerospace (HONA) Trade Settles at Valuation Discount Following Spin-off

Merion Road Capital Management, an investment advisor, released its Q2 2026 Investor Letter. A copy of the letter can be downloaded here. Merion Road’s long-only large-cap portfolio increased 3.9% in the quarter, with YTD performance remaining flat. Despite underperforming the S&P, the strategy focuses on established industrial companies with strong growth potential and attractive cash […]

Honeywell International (HON) Could Be 25% Undervalued As Aerospace Miss Sparks Valuation Debate
Simply Wall St.8d agobearish
Honeywell International (HON) Could Be 25% Undervalued As Aerospace Miss Sparks Valuation Debate

Honeywell International (HON) has come under fresh investor scrutiny after Honeywell Aerospace, recently spun off from the company, reported its first standalone earnings with results below expectations and a reduced sales growth outlook. See our latest analysis for Honeywell International. Honeywell International’s latest spin off news comes after a tough period for the stock, with the share price falling 43.52% over the past 90 days and 38.55% year to date, while the 1 year total...

Honeywell (HON) Stock Trades Below Fair Value Despite Mixed Checks
Simply Wall St.8d agoneutral
Honeywell (HON) Stock Trades Below Fair Value Despite Mixed Checks

Honeywell International stock has delivered a sharp decline of about 38.5% year to date, even though it still shows a gain over the past year, which leaves investors weighing whether the recent weakness lines up with what the valuation checks are saying. The share price is down roughly 38.5% year to date, which suggests sentiment has cooled sharply despite a 15.0% return over the past year. Recent moves to focus on pure-play automation and the separation of the aerospace business can support...

Honeywell (HON) Completes Aerospace Spin Off As Standalone Guidance Takes Shape
Simply Wall St.9d agoneutral
Honeywell (HON) Completes Aerospace Spin Off As Standalone Guidance Takes Shape

Honeywell Aerospace, recently spun off from Honeywell International (NasdaqGS:HON), reported its first standalone financial results and issued new guidance. The newly independent aerospace company outlined its operating strategy, including capital allocation plans and priorities for future contract opportunities. Management highlighted recent contract wins and provided an update on the order pipeline as part of its initial outlook to investors. Consider reviewing other established dividend...

Honeywell Aerospace Q2 Earnings Call Highlights
MarketBeat9d agoneutral
Honeywell Aerospace Q2 Earnings Call Highlights

Honeywell Aerospace (NASDAQ:HONA) reported 5% organic sales growth in the second quarter of 2026, but reduced its full-year outlook as supply-chain bottlenecks continued to limit production and shift sales toward lower-margin original-equipment and domestic defense programs. The aerospace business,

TAT Technologies Q2 Earnings Call Highlights
MarketBeat10d agoneutral
TAT Technologies Q2 Earnings Call Highlights

TAT Technologies (NASDAQ:TATT) reported record second-quarter results for 2026 as improving supply-chain conditions helped the aviation aftermarket company convert previously constrained demand into revenue. Management said the company ended June with a record $650 million backlog and long-term agre

Basic Materials Roundup: Market Talk
The Wall Street Journal11d agoneutral
Basic Materials Roundup: Market Talk

Find insight on Johnson Matthey, Aluminum Corp. of China, Fortescue and more in the latest Market Talks covering basic materials..

Jim Cramer spots overlooked winner after aerospace split
TheStreet15d agoneutral
Jim Cramer spots overlooked winner after aerospace split

Honeywell’s spin-off into three separate public businesses from its massive industrial giant is complete. Investors are just beginning the hard part, Jim Cramer says. The CNBC host sees Honeywell Technologies (HON) and new independent Honeywell Aerospace (HONA) as an interesting long-term setup, ...

How Investors Are Reacting To Honeywell (HON) EPS Surge and Dividend After Q2 2026 Results
Simply Wall St.15d agobullish
How Investors Are Reacting To Honeywell (HON) EPS Surge and Dividend After Q2 2026 Results

Honeywell International Inc. recently reported past second-quarter 2026 results, with revenue of US$9,719 million and net income of US$5.68 billion, alongside a declared quarterly dividend of US$0.70 per share payable on September 4, 2026. The sharp year-over-year jump in earnings per share to about US$17.83 diluted, despite only modest revenue growth, highlights a major improvement in profitability drivers. With Honeywell’s earnings per share surging to roughly US$17.83 diluted, we’ll...