Added to YB: 2026-10-06
Pitch date: 2026-09-30
HON [bullish]
Honeywell International Inc.
-0.21%
current return
Author Info
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Company Info
Honeywell International Inc. engages in the industrial automation, building automation, and energy and sustainability solutions businesses in the United States, Europe, and internationally.
Market Cap
$67.8B
Pitch Price
$210.94
Price Target
N/A
Dividend
1.31%
EV/EBITDA
10.99
P/E
8.26
EV/Sales
2.47
Sector
Industrial Conglomerates
Category
special_situation
September Portfolio Update - Honeywell International Inc.
HON (added to position): Honeywell’s installed sensors create high switching costs and a long tail of profitable software revenue, supporting recurring price increases; cheaper AI-assisted coding is expected to enable more features, higher pricing and margin expansion. The headline 8x P/E is distorted by a one-time HONA spin-off benefit, but the look-through multiple remains attractive at roughly 16x, with a Quantinuum stake valued around $6.5B providing additional optionality.
Read full article (1 min)