US · Industrials · Aerospace & Defense
EPS came in at 1.87 against a street estimate of 2.07 — a miss of 9.7%.
with an average price target of $211.00.
MIXED Honeywell Aerospace posted Q2 5% organic sales growth but cut FY26 guidance citing supply chain constraints limiting output growth to 3-4%. Management expects 2027 acceleration once suppliers ramp and multi-sourcing investments yield results. Q2 2026 Call did not break results by geography. International defense noted as ~30% of Defense & Space with high single-digit anticipated growth. Analysts pressed on uniqueness of supply pain, delinquency build, and credibility of 2027 turnaround. Management attributed constraints to specific mechanical suppliers (castings, forgings) and emphasized capital investment payback speed and customer partnership mitigating penalty risk. 2026-08-05…
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| Fund | Stake |
|---|---|
| Wellington Management Company LLP | 2.43% |
| Capital Research Global Investors | 1.04% |
| Unisphere Establishment | 0.65% |
| Meyer Handelman Co | 0.60% |
| Dimensional Fund Advisors, Inc. | 0.55% |
| Boston Partners Global Investors, Inc | 0.54% |
| Capitolis Liquid Global Markets LLC | 0.36% |
| Swiss National Bank | 0.28% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 HONEYWELL AEROSPACE INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q2 2026: $4,522 million (vs. $4,289 million Q2 2025); six-month sales: | 2026-08-05 |
| Results announced · Q3 2026 HONEYWELL AEROSPACE Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 sales: $4.5 billion, up 5% year-over-year (reported and organic basis) • Net | 2026-08-05 |
| Results announced · Q2 2026 HONEYWELL AEROSPACE INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • FY 2025 Total Net Sales: $17,404 million (vs. FY 2024: $15,445 million) — growth of 1 | 2026-06-29 |
| Charter / bylaws change · Q2 2026 HONEYWELL AEROSPACE INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Stock split executed on June 24, 2026: all outstanding common shares converted into 3 | 2026-06-25 |
| Board / officer change · Q2 2026 HONEYWELL AEROSPACE INC. (HONA) – FORM 8-K SUMMARY HEADLINE NUMBERS • Spin-off Distribution Date: June 29, 2026 at 12:01 a.m. EST • Distribution Rat | 2026-06-15 |
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Google PlayApp StoreData updated 2026-09-18.