Added to YB: 2026-02-23
Pitch date: 2025-12-08
HON [bullish]
Honeywell International Inc.
+27.62%
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
$153.3B
Pitch Price
$191.17
Price Target
245.00 (+2%)
Dividend
1.97%
EV/EBITDA
20.21
P/E
35.01
EV/Sales
4.73
Sector
Industrial Conglomerates
Category
special_situation
Honeywell International Inc. - $HON
HON: Aerospace spin-off (H2 2026) offers cheap exposure to crown-jewel MRO-heavy aero biz. #1 in APU (65% share), #2 avionics, >45% aftermarket rev, 29% EBITDA margin. Trades 15x EV/EBITDA vs aero peers 24x. SOTP: $245 target, 30% upside. HSD% revenue growth, 31% EBITDA margin potential. Elliott $5B stake driving breakup. Similar to GE spin success.
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