Honeywell Aerospace (HONA)
USIndustrialsAerospace & DefenseSnapshot 2026-09-04
$161.01+3.90%
Close 2026-09-04 · 1-day change
USIndustrialsAerospace & DefenseSnapshot 2026-09-04
Research Workspace
Put HONA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Aerospace & Defense is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Adjusted EBIT of at least $4.46 billion in 2025: FY26 EBIT guidance $4.45B vs $4.46B target.
View ThesisModerate volatility — typically moves about 2% a day.
View RiskHONA's growth depends on achieving adjusted EBIT of at least $4.46 billion in 2025. The latest guidance for FY26 EBIT is $4.45 billion, which falls short of this target. Revenue grew 5% year over year, but the last quarter missed expectations. HONA trades at a valuation that appears low compared to peers, suggesting it looks cheap. However, if HONA cuts guidance on the next call, the stock could face downward pressure. Peer multiples imply a price about 32% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. HONA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering HONA (as of Sep 2026).
Based on 10 Wall Street analysts offering 12-month price targets for HONA in the last 4 months.
Continue this research
Compare HONA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| HONA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Aerospace & Defense — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put HONA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete spin-off and establish independent governance
Spin-off aligns with management's goal of independent governance.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $161.01
The last 12 months of price, then the range of analyst 12-month targets from today’s $161.01.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Threatens: Complete spin-off and establish independent governance
Valuation discount may hinder successful spin-off execution.
Threatens: Complete spin-off and establish independent governance
Spinoff issues could delay independent governance plans.
Threatens: Drive organic sales growth across segments
Price target cut indicates potential sales growth challenges.
Advances: Complete spin-off and establish independent governance
Spinoff aligns with management's goal for independent governance.
Threatens: Drive organic sales growth across segments
Disappointing debut may hinder organic sales growth.
Threatens: Complete spin-off and establish independent governance
Spin-off performance issues affect independent governance plans.
Advances: Drive organic sales growth across segments
Guidance on organic sales growth supports growth objective.
