Stockchase Opinions

Jim Cramer - Mad MoneyHoneywell AerospaceHONABUY ON WEAKNESSJul 27, 2026

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.

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Valuations are excessive. On his radar.