HON

Honeywell Aerospace is a high-quality, aftermarket-heavy aerospace franchise facing a classic transition year due to supply constraints, not demand weakness. Robust $18.2B backlog, double-digit order momentum, and reaffirmed 2030 targets underscore strong underlying demand and long-cycle visibility. Near-term earnings and margins are suppressed by supply bottlenecks, spin-related costs, and an elevated leverage profile post-spin.

Investors interested in stocks from the Diversified Operations sector have probably already heard of Mitsui & Co. (MITSY) and Honeywell International Inc. (HON). But which of these two stocks offers value investors a better bang for their buck right now?

CHARLOTTE, N.C.--(BUSINESS WIRE)--Honeywell Technologies (NASDAQ: HON) today announced its participation at the Morgan Stanley Laguna Conference in Dana Point, California. On Tuesday, September 15, 2026, Vimal Kapur, Chairman and Chief Executive Officer, and Mike Stepniak, Senior Vice President and Chief Financial Officer, will present from 11:30 a.m. - 12:05 p.m. PDT (2:30 p.m. - 3:05 p.m. EDT). A real-time webcast of the presentation can be accessed at investor.honeywell.com, where related mat.

The Pentagon today announced the signing of two framework agreements aimed to increase production of interceptor missile components.

Honeywell International Inc. is now a standalone entity post-breakup, with Building Automation driving recent performance and margin expansion. HON reported Q2 2026 revenue of $5.2B (+4% organic), $1.95 EPS (+10% YoY), and free cash flow growth from $100M to $500M. Backlog stands at $20B (+9% YoY), with strong organic order growth, but Process Automation margins contracted and Industrial Automation stability depends on divestitures.

Honeywell Technologies and Emerson see automation growth, but differing trends and costs could shape their future potential.

HON targets higher 2026 margins as portfolio moves and stranded-cost cuts counter rising material, labor and financing expenses.

Newest episode of "The Angle" from T. Rowe Price features a conversation with Honeywell Technologies Chairman and CEO Vimal Kapur on business transformation, automation, artificial intelligence, and leadership BALTIMORE, Aug. 26, 2026 /PRNewswire/ -- What can investors learn from the transformation of one of the world's largest industrial companies, and how could artificial intelligence and automation reshape the physical infrastructure that powers the global economy?

Honeywell Technologies is rated Buy, supported by strong order growth, margin expansion, and a discounted valuation versus automation peers. Orders grew 16% y/y in Q2 26, outpacing 4% sales growth, signaling likely revenue acceleration as backlog converts. Structural cost reductions and portfolio simplification are on track, targeting 22%+ segment margins exiting FY26 and further improvement in 2027.

Honeywell faces persistent weakness in Process Automation as lower catalyst shipments and project delays weigh on sales and margins despite firm LNG demand.