Added to YB: 2026-10-14
Pitch date: 2026-10-11
HONA [bullish]
Honeywell Aerospace Inc.
+4%
current return
Author Info
Independent equity research for long-term investors. Sign up for the newsletter.
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
$156.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.00
P/E
25.62
EV/Sales
3.63
Sector
Aerospace and Defense
Category
special_situation
More Demand Than It Can Ship. - Honeywell Aerospace Inc.
HONA (monitor): Honeywell Aerospace fell about 21% after cutting guidance and missing on profit five weeks after its spinout, but the issue is supplier bottlenecks rather than demand: backlog is $18.2B, up 9%. Honeywell is the sole APU supplier on the A320neo, A350 and 737 MAX, with multi-year certification barriers; potential broader content on IndiGo’s 810-aircraft Airbus order is intriguing, but the award’s exact scope remains unverified.
Read full article (2 min)