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
COMMENT

Probably one of the best managed industrials there is in the US. It is about 40% in aerospace and 30%-35% in controls and sensors. Has done extremely well through this time of a strong US$. However, the dollar is not going to be a point of discussion in a month or 2.

COMMENT

This is one that he missed. It has done very, very well for investors. One of the premier industrials in the US.

HOLD

Loves it. His model price is $107.80 or a 5% upside. Buy on any pullback to $90.

COMMENT

United Technologies (UTX-N) or Honeywell (HON-N) for the long-term? 2 very good companies. This has broad industrial exposure. Very stable, consistent cash flow. A very good, well run company. Expects this one is fairly valued. You will get some decent high single-digit earnings growth out of this, but UTX has a significant amount of torque to the operations, especially in going into global recovery in industrial spending.

COMMENT

This company has done well, but she prefers United Technologies (UTX-N) which has a bigger presence in China. Although the absolute growth in China is better than other parts of the world, it has been slowing, which is a negative for United Technologies, but earnings are a little less cyclical in a downturn.

WEAK BUY

Having their investor day this week. Near an all time high. Cyclical. Prefers UTX.

BUY

Historically has a period seasonal strength right through until the beginning of May. Technicals are also very strong with a chart showing a straight upward trend, above its 20 day moving average and outperforming the market. The 3 positive technicals tell you to continue to own and even buy some more.

BUY

Defense department related. A one off. He expected the defense part of their business to be weak. Management has done a great job. Not that worried. It is a blip.

BUY

The industrial sector is an area that investors are starting to rotate from. This one hit a brand-new high today. Great company. Consistent growth at about 10%. Paying around 16X earnings. 2% dividend will probably increase over time.

PAST TOP PICK

(A Top Pick May 3/12. Up 23.65%.) Still likes this one. It is an unappreciated industrial conglomerate. Involved in aerospace, automotive and HVAC. Management has quietly done a very good job. Still a Buy. Thinks you can get 20% more out of this company.

COMMENT

Trading at 15X forward earnings and has a 10% growth rate. Great sector to be in and he likes the name. 2.2% dividend.

COMMENT
Diversified industrial space. In these uncertain environments, this type of stock tends to lag a bit. Longer term, it has some decent growth and it will track the economy.
TOP PICK
Trades at about a 10% discount to the sector. Has had premium performance over the last few years. Each quarter the management comes through and delivers stable, steady double-digit growth. In automation side and their aerospace business is doing extremely well. Trading at only 13X earnings.
HOLD
Likes it. It has hit his screens over the last few months. Operate around the world and do a very good job, priced very reasonably. UTS would be an alternative.
PARTIAL SELL
When it gets up to about 4X Book, where it is now, that tends to be it.
Showing 121 to 135 of 151 entries