Added to YB: 2026-10-01
Pitch date: 2026-09-26
HONA [bullish]
Honeywell Aerospace Inc.
+3.69%
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
$157.31
Price Target
175.00 (+7%)
Dividend
N/A
EV/EBITDA
18.00
P/E
25.62
EV/Sales
3.63
Sector
Aerospace and Defense
Category
special_situation
New Buy: Honeywell Aerospace $HONA
HONA: Honeywell Aerospace is a newly independent, mission-critical aerospace supplier whose shares are down 41% from post-listing highs as supply-chain bottlenecks delay conversion of an $18B backlog. Its installed base, including technology on roughly 90% of commercial aircraft, supports decades of aftermarket revenue. A 7% growth/30x earnings model values shares at $175-$218, while $16B of debt and constraints lasting into 2027 are the main risks.
Read full article (19 min)