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NYSE:HON

Honeywell International (HON)

230.28
+9.97 (4.53%)
as of Jun 15, 2026, 5:59:27 pm Market Open.
133 watching
0
Investor Insights
star iconJun 14, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

Honeywell International (HON) has garnered a mixed set of opinions from various experts. While there are indications of a positive trajectory for HON, particularly with its upcoming spinoff that aims to streamline operations and potentially unlock shareholder value, concerns regarding its relatively low growth rate compared to its industrial peers persist. Some analysts suggest alternatives like Caterpillar (CAT), which has a higher growth rate and is more suited to the current trends in AI and aerospace. The spinoff may present new opportunities and potentially elevate shares, but past examples like the GE breakup highlight that execution is crucial for success. Overall, while there are strong fundamentals in aerospace and automation, the path forward appears cautious, with some experts advising to hold rather than aggressively pursue buying opportunities.

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Consensus
Cautious
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Valuation
Fair Value
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CAT
BUY ON WEAKNESS
Likes this industrial Covid hobbled its aereospace business, but post-Covid that will come back. Will buy more at $190.
TOP PICK
A broad industrial that makes home safety products but also they make avionics and aerospace instrumentation. Their order book is at a record backlog of $29.5 billion. Their latest earnings beat earnings and revenues. They reaffirmed growth for 2022. Trades under 20x earnings. Solid balance sheet and dividend. (Analysts’ price target is $206.67)
BUY ON WEAKNESS
With industrials, what's the macro in the future, like a recession in Q3 or Q4? It's fully valued now. $168.73 is his model price. A huge buy at $112, though.
HOLD
It's one of the best industrials in America. Its core aerospace and climate controls for commercial buildings took a hit during Covid. Industrial software, warehouse automation and quantum computing are businesses underappreciated, especially in this defensive market. He's willing to hold on and wait. Last month, it reported mixed results and shares got hammered. What will it take to make a comeback?
TOP PICK
New addition to his portfolio. A third of its business is aerospace, which has been held down by the pandemic. The other side is the internet of things. Now has a monitor for airborne viruses. Exciting company, trades at less than 20x earnings, A+ balance sheet. Yield is 2.14%. (Analysts’ price target is $222.13)
BUY
A great industrial stock doing a great job in a tough environment. The stock has been crushed, because Boeing is their supplier. HON said they will have excellent organic growth in 2022. Will the CEO pick up a company to turn the narrative around?
WATCH
They report Thursday. They have a huge aerospace business that is turning around. Now, the stock is a total dud, but it never stays a dud for very long. Listen to what the CEO says.
BUY
It got hit today and it's a buying opportunity. The CEO isn't afraid to adjust and evolve the company, which has a track record of reinvention.
PARTIAL BUY
Value and momentum is middle of the pack. Stable stock. The small yield is negligible. Not in any type of stress. Good return on equity. Should benefit from a reopening type move in industrial stocks. Can find cheaper industrial stocks that he prefers.
BUY
They report Friday. They rely on commercial aircraft. He expects strong numbers.
BUY

The cyclicals will rally with reopening news, especially today's full FDA approval of Pfizer's Covid vaccine. He likes Boeing, so he liked HON, which is Boeing's key supplier. Industrials took off today.

PAST TOP PICK
(A Top Pick May 14/20, Up 83%) Really likes the industrials. As a group, they're very attractive from a risk/reward perspective. Good pricing power, and demand is strong, with capacity constrained. Still looks attractive.
BUY
Their earnings report today disappointed the street and it sank, but the market got it wrong. This is good long term. Their aerospace business lagged this quarter, but he expects air travel to come back big.
BUY
They report Friday. Great CEO. They're becoming building services play and fine healthcare company. He expects their numbers to go higher still.
BUY
Honeywell enjoyed two upgrades last Friday and the stock surged over 3% to a new high. It's an industrial powerful exposed to aerospace, specialty chemicals, healthcare, automation equipment and many other areas. Many segments got hammered last year in the pandemic, but the safety and productivity division boasted a 30% growth rate by making PPP. Also, their warehouse division gave them healthy e-commerce exposure. The rest of the company is turning around due to this great reopening. Their climate control business is roaring as companies will invest in better ventilation systems, which will reduce greenhouse gases as well as Covid. Their aerospace division will boom along with the rise in air traffic. Their specialty chemical business has good exposure to the energy markets which are rallying now. A recent upgrade felt that HON's recent underperformance is ridiculous. Another analyst feels that HON is set up for a great cyclical run for the next 3-4 years as earnings rise 15-20% annually.
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