Honeywell Aerospace (HONA)
Supplying nose-to-tail aerospace systems and long-duration aftermarket support.
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Sells avionics, propulsion, power, thermal and flight-control systems to commercial, business-aviation, defense and space customers, then earns from original equipment and long-duration aftermarket support. Its broad installed base is embedded in certification-heavy, long-lived aircraft platforms.
Supplies avionics, navigation and sensing, satellite communications, electromagnetic-defense and space electronics through Electronic Solutions; propulsion engines, auxiliary power units and electrical-power systems through Engines & Power Systems; and thermal, environmental, flight-control and other aircraft systems through Control Systems. Customers span commercial air transport, business aviation, defense and space.
Builds system content into certification-heavy, long-lived aircraft platforms and supports it with spare parts, repairs, overhauls, service plans, software and retrofit work. Reusable technology, standardized processes and engineering, supply-chain and factory execution support a broad installed base across the Americas, Asia-Pacific and EMEA.
Output depends on specialized, often qualified suppliers, while government work is governed by defense budgets, procurement rules and export controls. The spin leaves transitional-service, trademark and intellectual-property agreements with Honeywell.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Susquehanna | Initiate | Rating: — | |
| Sep 14, 2026 | Melius Research | Target | Target: — | Target: $190 |
| Aug 19, 2026 | Morgan Stanley | Upgrade | ||
| Aug 10, 2026 | BMO Capital | Reiterate | Rating: —Target: $276 | Target: $209 |
| Aug 10, 2026 | Wells Fargo | Target | Target: $250 | Target: $195 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $1.06B · Total debt $15.89B · Total assets $19.37B · Shareholders' equity −$5.70B
- Revenue
- $4.52B
- Operating income
- $578.0M
- Net income
- $246.0M
No dividends on record.
| Institutions | 74.24% | 235.30M shares | |
|---|---|---|---|
| 2,088 holders · as of Jun 30, 2026 | |||
| Insiders | 0.01% | 16.8K shares | |
| 3 holders · as of Sep 3, 2026 | |||
| Other | 25.75% | 81.64M shares | |
| remainder | |||
316.95M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.50% | 23.76M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.53% | 20.69M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 4.07% | 12.88M | as of Jun 30, 2026 |
Morgan StanleyInstitution | 2.93% | 9.29M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.59% | 8.21M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Craig Arnold | director | +6,400 | $156.00 |
- RTX
Broadest overlap through Collins systems and Pratt & Whitney propulsion.
- GE Aerospace
Scale leader in commercial and military propulsion and engine aftermarket.
- Parker-Hannifin
Major airframe and engine control-system supplier across OEM and aftermarket.
- L3Harris Technologies
Defense avionics, EW and space electronics contest mission-system awards.
- Garmin
General-aviation and business-jet integrated-avionics challenger.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Honeywell Aerospace | $164.67 | −1.58% | $53.03B | — | 19.2 | — | — |
| RTX | $193.44 | +1.28% | $257.41B | 33.6 | 26.3 | 2.8 | +14.5% |
| GE Aerospace | $320.66 | +0.45% | $331.21B | 37.7 | 38.1 | 6.5 | +14.6% |
| Parker-Hannifin | $971.98 | +0.74% | $121.65B | 33.9 | 27.6 | 5.7 | +9.8% |
| L3Harris Technologies | $241.94 | +0.85% | $44.67B | 24.2 | 19.6 | 1.9 | +8.4% |
| Garmin | $284.60 | −0.02% | $54.90B | 29.3 | 27.7 | 7.2 | +11.4% |
| Median | 33.6 | 27.6 | 5.7 | +11.4% |