Added to YB: 2026-09-24
Pitch date: 2026-09-21
HONA [bullish]
Honeywell Aerospace Inc.
-3.34%
current return
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
$51.9B
Pitch Price
$168.98
Price Target
218.00 (+30%)
Dividend
N/A
EV/EBITDA
18.56
P/E
26.65
EV/Sales
3.74
Sector
Aerospace and Defense
Category
turnaround
Honeywell Aerospace: The $16 Million Blocking $18 Billion
HONA (hold): Honeywell Aerospace’s selloff appears to overstate a supply bottleneck as a permanent growth problem: orders rose 8%, book-to-bill was 1.1 and backlog grew 9%, while roughly 60 constrained suppliers diverted scarce parts from higher-margin aftermarket sales. At $158.50, the base case offers a 25% annual return over 19 months, but the constraint’s duration is unknowable and the sub-$162 entry threshold provides little safety; $145 would offer a more compelling setup.
Read full article (19 min)