Added to YB: 2026-09-10
Pitch date: 2026-09-09
HONA [bullish]
Honeywell Aerospace Inc.
+8.72%
current return
Author Info
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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
$49.8B
Pitch Price
$150.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.00
P/E
25.62
EV/Sales
3.63
Sector
Aerospace and Defense
Category
value
Honeywell Aerospace (HONA)
HONA: Newly independent aerospace-and-defense supplier trading at 19.5x NTM earnings versus 25-30x for peers with similar growth and margins. Supply constraints drove first-report misses, a guidance cut and a ~20% selloff, despite orders rising 8% and book-to-bill reaching 1.1. Fixing the bottlenecks could improve growth and margins and offers ~25% rerating potential to the bottom of the peer range; execution remains unresolved.
Read full article (3 min)