NASDAQ:HON

Honeywell International (HON)

232.99
+3.13 (1.36%)
as of Jul 22, 2026, 8:00:00 pm Market Open.
132 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

Honeywell International (HON) is undergoing a transformative period as it prepares for a significant spin-off, dividing into three distinct business entities. While many analysts express optimism about the potential unlocking of value similar to the GE breakup, caution is advised amidst concerns about current valuations and growth rates. Despite a strong position in the aerospace sector with high demand for air travel, experts note that the company's growth may lag behind competitors like Caterpillar. Although the stock has shown stability, there are mixed feelings about whether the upcoming spinoffs will deliver the desired shareholder value. Overall, the reviews reflect a balance between cautious optimism and strategic selling to explore better opportunities within the industrial sector.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Fair Value
review icon
Similar
CAT
BUY

Reported a solid quarter with organic aerospace sales up 18% YOY. Commercial airplane sales up 20% YPY.

DON'T BUY

He did well with this in the past, but it got too expensive. It's since fallen back in price. Their growth metrics have been fading. There are better industrials.

TOP PICK

Very liquid large cap stock. Excellent business fundamentals. Strong management team. Current share price presenting lots of value. Good for defensive investors. Expecting 4% organic growth annually. Sustainability business in high demand. Energy space also presenting opportunity. New CEO also making positive changes. 

PAST TOP PICK
(A Top Pick Aug 16/22, Down 6%)

He sold in January on valuation. Great company. One to own when the price is right. 21st century leader in industrial technology.

BUY ON WEAKNESS

Global company with strong prospects.
Growth has slowed after M&A deals in the 2000's.
Healthy dividend and strong free cash flow.
Share price not cheap enough to buy.
Buy on weakness. 

BUY ON WEAKNESS

Believes prospects business very strong.
Current share price very high - wait for shares to fall before buying.
Excellent fundamentals in business.
Strong assets with high quality management team.
Business assets hard to replicate (aerospace etc.) 
High margins with excellent revenue growth. 

BUY ON WEAKNESS

Trading about 25x earnings, fairly close to its historical average. Because of this, multiple won't expand so you're just looking for earnings growth. Still a bit rich for him. Very defensive attributes in this environment. If your heart is set on it, watch and wait for a pullback. He prefers RTX right now.

PAST TOP PICK
(A Top Pick Mar 10/22, Up 4%)

Sold in January on valuation. Traded at 25% premium to the market, which was not sustainable.

BUY

Aerospace is on fire with a backlog that can last years.

COMMENT
It reports Thursday. He expects a clean story about aerospace, but a difficult story about software and climate controls. He also wants to hear how they're dealing with their large debt.
BUY
Likes it strongly among industrials. Shares are down 6% YTD because of a shift to growth names and industrials are early-cycle names (we're in the late cycle). Likes their exposure to defence, and it pays a 2% dividend yield. There's still runway the rest of this year.
PARTIAL BUY
He bought it recently (last month). He likes that they're focused on automating manufacturing going forward. They have a great CEO. He held his nose to buy it, because it was not cheap, but they are in the right spot.
BUY
There's a strong secular tailwind for agriculture as well as capital expenditure to produce greater efficiency. She'd be looking at automation, like Rockwell and Honeywell. Then, how do you move those goods? Look at Union Pacific. There are various ways to play the industrial sector as you move into 2023. She expects capex in private and public levels to pick up in 2023 in the U.S. but also globally even with a (shallow) recession. This is a long-term trend. You can also play this the ETF, GUNR,
WEAK BUY
HON vs. RTX for a 2-year hold? He owns both. Both heavily involved in aerospace. HON has done extremely well, increased organic growth and margins. Success means HON is getting a bit expensive. RTX has more potential, ability to grow free cashflow over next 2-3 years, a good buy.
BUY
Allan Tong’s Discover Picks Honeywell has held up well this year, down only 4% compared to the Nasdaq’s -30%, which makes this a fairly safe stock. For the most part, HON stock has been rangebound between $170 and $200 and currently is riding the market upswing and returning to $200. It could break this level and return to its 52-week high of $228.26 as the market enters a historically strong period, given the U.S. midterm election which typically rises after that vote. In the meantime, shareholders are paid a 2.1% dividend as it trades at a 27x PE though Honeywell’s forward PE of 20.24x is more inline with the company’s historic average. (A caveat, but not a dealbreaker.) Read 3 Must Have Safe Stocks to Play Defensive for our full analysis.
Showing 46 to 60 of 151 entries