Opinions Martin Cobb, ASIP
Honeywell AerospaceHONAWATCHJul 16, 2026
N/A
Stock price when the opinion was issued
0
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
BUY ON WEAKNESS
Q2 EPS and sales beat thanks to strength in building automation and industrial automation. Margins expanded on cost cuts. Organic orders grew 16% and total backlog by 9%. They raised their full-year forecast across the board. About 75% of commercial flights begin with HON's engine start systems, a huge installed base that leads to years of service revenue. Through 2030, organic sales growth is expected at 6-8% annually. They have more demand than they can handle.
Valuations are excessive. On his radar.