Added to YB: 2026-09-01
Pitch date: 2026-08-31
HONA [bullish]
Honeywell Aerospace Inc.
Author Info
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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
$51.5B
Pitch Price
N/A
Price Target
425.00 (+169%)
Dividend
N/A
EV/EBITDA
18.45
P/E
26.45
EV/Sales
3.72
Sector
Aerospace and Defense
Category
value
Honeywell Aerospace: What’s Going On?
HONA: Honeywell Aerospace’s Q2 weakness reflects a solvable supply-chain problem rather than permanent margin impairment: organic sales rose 5%, adjusted EBIT fell 2%, and 2026 organic-growth and EBIT guidance dropped to 4-5% and $4.35-$4.45B. Management quadrupled multi-sourcing and in-sourcing spending, pressuring margins for several quarters. At 18.4x LTM EV/EBIT versus an industry average near 35x, a three-year model implies $291-$425 per share versus $162.37, or 80%-160% potential upside, but normalization could take up to three years.
Read full article (4 min)