HONA · Honeywell Aerospace Inc.
Price & Indicators
The closing range uses available history since Jun 15, 2026; less than a full year is stored.
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Honeywell Aerospace reported Q2 sales up 5% organically to $4.5B but cut full-year 2026 organic sales growth guidance to 4%-5% (from 7%-9%) and pro forma standalone adjusted EBIT to $4.35B-$4.45B (from $4.65B-$4.75B), citing slower-than-expected mechanical supply chain ramp that constrained output and forced a margin-dilutive product mix, while reiterating 2030 targets.
- + Secured $15B in year-to-date customer wins, including the largest selectable equipment win in company history (IndiGo A320neo family Avionics/APUs for 810 aircraft).
- + Backlog grew 9% year-over-year to $18.2B and trailing twelve-month orders were up 8%, led by Defense and Space.
- + Board authorized a $3.5B share repurchase program, returning capital to shareholders.
- + Defended second-half 2026 free cash flow guidance at $1.0B-$1.5B despite the EBIT revision.
- − Q2 adjusted EBIT declined 7% year-over-year to $995M (with ~$50M inventory obsolescence charge), as supply constraints forced a mix shift to lower-margin OE and domestic defense from higher-margin aftermarket and international defense.
- − Engines and Power Systems segment adjusted EBIT fell 32% year-over-year on unfavorable mix and higher costs.
- − CEO conceded the company overestimated the pace of supply chain output improvement, resetting guidance to a more 'prudent baseline.'
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted earnings per share non-GAAP | $1.87 | 2Q 2026 | — |
| Total Segment Profit/Adjusted EBIT non-GAAP | $995M | Three Months Ended June 27, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Aerospace & Defense — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HONA
this stock
Honeywell Aerospace Inc.
|
$50.06B | — | — | — | 2.7% |
|
SPCX
Space Exploration Technologies Corp
|
$2.14T | — | — | — | 1.4% |
|
GE
General Electric Co
|
$319.78B | +0.1% | +18.5% | 36.3 | 1.1% |
|
RTX
RTX Corp
|
$250.64B | +1.4% | +17.1% | 32.7 | 1.0% |
|
EADSF
Airbus SE/ADR
|
$168.11B | -9.0% | — | — | 0.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HONA | +2.1% | -0.2% | — | +1.9% | — |
| SPY | +1.2% | +1.9% | +9.9% | +2.1% | +14.2% |
| vs SPY | +1.0% | -2.1% | — | -0.2% | — |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.