Added to YB: 2026-01-08
Pitch date: 2025-12-30
HON [bullish]
Honeywell International Inc.
+1.6%
current return
Author Info
No bio for this author
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
$127.7B
Pitch Price
$196.36
Price Target
N/A
Dividend
2.37%
EV/EBITDA
15.15
P/E
21.23
EV/Sales
3.77
Sector
Industrial Conglomerates
Category
special_situation
Boudreau Capital 2025 Review & Top Pick For 2026 - Honeywell International Inc.
HON: 3-way spinoff planned H2 2026, separating Aerospace business for better capital allocation & mgmt focus. Elliott Management backing thesis. Expects 40-60% rerating 2027, targeting 15% hurdle rate. Aerospace currently underperforming, should benefit from dedicated team.
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