Honeywell International (HON) Buy, Sell or Hold

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Honeywell International (HON)

206.07

-3.91 (1.86%)

as of Sep 2, 2026, 8:00:00 pm Market Open.

132 watching

Investor Insights

Sep 2, 2026, 12:00 am

This summary was created by AI, based on 27 opinions in the last 12 months.

Honeywell International (HON-Q) is currently undergoing a significant transition as it prepares to split into three distinct segments, including a focus on aerospace, automation, and advanced materials. Analysts have mixed views, with many noting the potential for value creation from the restructuring, similar to past successful spinoffs seen in other companies like GE. While there's general agreement on the company's solid fundamentals and potential for growth, particularly in aerospace and automation, several experts express concerns about current valuations being high relative to growth expectations. Some recommend waiting for the spinoff to better assess the new entities, while others view it as a good long-term hold, especially in the context of AI development and increased demand in various industrial sectors. Overall, the company is viewed as a stable investment, but investors should remain cautious about the market's reaction to the upcoming splits.

Consensus

Positive

Valuation

Fair Value

Similar

CAT

BUY

HON has been beaten this year, but now has momentum after the Fed pivoted today.

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BUY ON WEAKNESS

Have not reported Q3 yet. Margins expanding. Long cycle business' performing well. Good for re-shoring theme. Expensive valuation at 18x earnings. Better deal in General Electric.

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,

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Honeywell International (HON)