NASDAQ:HON

Honeywell International (HON)

232.99
+3.13 (1.36%)
as of Jul 22, 2026, 8:00:00 pm Market Open.
132 watching
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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.

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Consensus
Neutral
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Valuation
Fair Value
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BUY
Likes it. Their exposure to aerospace is positive, given UAL's strong quarter this past week. Pays a 2.25% dividend. Their quarter should be good.
COMMENT
A fine conglomerate involved in automation and industrials. Well-run, particularly in capital allocation. Trades at a premium. But he prefers Raytheon, which is slightly different--a mix of aerospace and defence--but there's room for multiple expansion around 15x PE now. Both companies have decent growth outlooks, but Raytheon is better.
BUY
Honeywell vs. Carrier for HVAC investment HVAC is recurring, so kind of defensive. She owns neither, but Carrier offers direct exposure to HVACs. She likes Honeywell, a more diversified industrial. Are well-managed. She likes their aerospace exposure as international travel resumes. Overall, she prefers Honeywell.
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.
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