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.
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.