Added to YB: 2025-06-20
Pitch date: 2025-06-19
HON [bullish]
Honeywell International Inc.
-6.95%
current return
Author Info
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Company Info
Honeywell International Inc. engages in the aerospace technologies, industrial automation, building automation, and energy and sustainable solutions businesses in the United States, Europe, and internationally.
Market Cap
$128.8B
Pitch Price
$208.13
Price Target
290.00 (+50%)
Dividend
2.23%
EV/EBITDA
15.16
P/E
23.09
EV/Sales
3.91
Sector
Industrial Conglomerates
Category
special_situation
Updated thoughts on Honeywell International Inc.
HON: Earnings adequate but unexciting; breakup potential offers upside to $290 by year-end (vs. earlier $250 target). SOTP value increasing as activist pushes split. Owns 50% of quantum leader + profitable divisions in space, medtech, defense, automation, energy, robotics. Potential for spin-offs to receive premium multiples. Next 2 earnings calls critical for breakup thesis.
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