CNBC
03 Jun 2026, 19:48 UTC · 2h ago
As Honeywell Aerospace readies for its standalone debut, its CEO is forecasting big growth
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CNBC
03 Jun 2026, 19:48 UTC · 2h ago
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Story key points
4 claims · impact-rated
Honeywell Aerospace will be officially spun off from its parent company later this month to operate as a standalone business. — Spin-offs often unlock value by eliminating the 'conglomerate discount' and allowing a pure-play focus, as seen with GE Aerospace.
+0.60Honeywell Aerospace is targeting 2030 annual earnings of at least $6.5 billion and full-year free cash flow of at least $4 billion. — These specific long-term financial targets provide a concrete growth trajectory for investors to value the new entity.
+0.40The company reports record backlog orders from major aircraft manufacturers Airbus and Boeing. — High backlogs indicate strong future demand and revenue visibility for the aerospace sector.
+0.30Continue reading
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Honeywell Aerospace experienced temporary supply chain issues in Q1 tied to the war in the Middle East, though management claims these are now corrected. — Supply chain fragility introduces operational risk and may lead to analyst skepticism regarding execution.
Ticker attribution
Model heads
Cited as a success story with significant stock growth after becoming a standalone company.
Mentioned as providing record backlog orders to Honeywell Aerospace.
Mentioned as providing record backlog orders to Honeywell Aerospace.
The company is described as a conglomerate struggling to generate stock returns compared to the market.
[a_to_b] Honeywell Aerospace has record backlog orders from Boeing.
[a_to_b] Honeywell Aerospace has record backlog orders from Airbus.
[mutual] GE Aerospace and Honeywell are compared as competitors in the aviation and defense industry.
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