Company Overview - Honeywell (NASDAQ: HON) has strong growth prospects supported by a healthy backlog and exposure to megatrends in aviation, automation, and energy transition end markets [1] - The Aerospace business is benefiting from an increase in global flight hours, driving aftermarket growth [1] Industry Trends - Aviation, automation, and energy transition are key megatrends supporting Honeywell's growth [1] - The increase in global flight hours is a significant driver for the Aerospace business [1] Investment Strategy - The analyst focuses on medium-term investing in ideas with catalysts to unlock value and drive upside, or short selling in case of downside catalysts [1] - Preference for growth stories available at a reasonable price [1] - The analyst has higher conviction in industrial, consumer, and technology sectors due to professional experience [1]

Honeywell International Inc. (NASDAQ: HON ) is a diversified industrial conglomerate that operates in a variety of industries but has four main segments. Those segments are as follows, Aerospace Technologies, Industrial Automation, Building Automation and Energy and Sustainability Solutions. The company has aI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way ...

Company Performance - Honeywell International Inc. (HON) closed at $219.54, reflecting a +0.48% change, which underperformed the S&P 500's gain of 1.83% on the same day [1] - Over the past month, shares of Honeywell have decreased by 6.28%, compared to a loss of 3.15% in the Conglomerates sector and a 3.31% loss in the S&P 500 [1] Upcoming Earnings Report - Honeywell is set to release its earnings report on February 6, 2025, with projected earnings of $2.31 per share, indicating a year-over-year decline of 11.15% [2] - The Zacks Consensus Estimate for revenue is $9.93 billion, which represents a 5.19% increase from the previous year [2] Analyst Estimates and Market Sentiment - Recent changes in analyst estimates for Honeywell suggest a shifting business landscape, with positive revisions indicating optimism about the company's profitability [3] - The Zacks Rank system, which incorporates these estimate changes, currently ranks Honeywell at 3 (Hold) [5] Valuation Metrics - Honeywell has a Forward P/E ratio of 19.94, which is higher than the industry average of 14.44 [6] - The company’s PEG ratio stands at 2.47, compared to the Diversified Operations industry's average PEG ratio of 1.69 [6] Industry Context - The Diversified Operations industry, part of the Conglomerates sector, has a Zacks Industry Rank of 197, placing it in the bottom 22% of over 250 industries [7] - Research indicates that industries in the top 50% of the Zacks Industry Rank outperform those in the bottom half by a factor of 2 to 1 [7]

Group 1 - Honeywell International Inc. (HON) has partnered with Verizon Communications Inc. (VZ) to launch a bundled technology solution aimed at optimizing retail operations through the integration of Honeywell's hardware, software, and services with Verizon's 5G connectivity [1][3] - The bundled solution enhances business resiliency for retail and logistics companies, allowing them to maintain sales operations during power outages by utilizing Honeywell's Smart Pay contactless mobile payment software over Verizon's 5G network [3][4] - The solution includes Honeywell's Enterprise Mobility Services for comprehensive lifecycle management of mobile devices, improving operational efficiency by streamlining workflows and reducing downtime [4] Group 2 - Honeywell's commercial aviation and building automation segments are performing well, with the Aerospace segment benefiting from strong demand in the aviation aftermarket, leading to an 8.9% increase in shares over the past year, contrasting with a 10.7% decline in the industry [5] - There are concerns regarding weakness in the Industrial Automation segment due to lower project demand and reduced demand for products in the sensing and safety technologies business [6]

Partnership Overview - Honeywell and Verizon are collaborating to launch a transformative bundled offering for retail and logistics companies, combining Honeywell's hardware, software, and services with Verizon's high-speed 5G connectivity [1] - The partnership aims to streamline the retail lifecycle by simplifying procurement, contracting, and future device and data plan expansions [1] Benefits of the Bundled Solution - Increased business resiliency for retailers and logistics companies, enabling operations to continue during unexpected disruptions such as power outages [2] - Simplified procurement process with a single point of contact for hardware, software, services, and connectivity, reducing complexity [6] - Enhanced connectivity through Verizon's 5G network, providing high-speed and reliable connectivity for critical business applications [6] - Comprehensive device management through Honeywell's Enterprise Mobility Services, offering end-to-end lifecycle management for mobile devices [6] - Improved operational efficiency by streamlining workflows, increasing productivity, and reducing downtime [6] - Scalability to meet the needs of businesses of all sizes, from small and medium-sized businesses to large enterprises [6] Market and Customer Focus - The bundled solution is designed to meet the unique needs of retail and logistics companies of all sizes [3] - Companies are looking to reduce the time and effort required for key technology purchases to quickly get operations up and running [3] - The solution offers a fully managed services package at a single monthly price, allowing customers to focus on ROI and business outcomes [3] Availability and Additional Information - The Honeywell-Verizon bundled managed services solution will be available through Honeywell and its network of resellers in early 2025 [4] - More information about Honeywell's latest solutions in the retail ecosystem and its alignment with automation and other megatrends can be found on their website [4] Company Background - Honeywell is an integrated operating company aligned with megatrends such as automation, the future of aviation, and energy transition, supported by its Honeywell Accelerator operating system and Honeywell Forge IoT platform [5] - Verizon Communications Inc generated revenues of $134 billion in 2023 and serves nearly all Fortune 500 companies, focusing on mobility, reliable network connectivity, and security [8]

CHARLOTTE, N.C., Jan. 13, 2025 /PRNewswire/ -- Honeywell (NASDAQ: HON) will issue its fourth quarter financial results and 2025 outlook before the opening of the Nasdaq Stock Market on Thursday, February 6. The company will also hold a conference call at 8:30 a.m. EST.As previously communicated on December 16, 2024, Honeywell plans to provide an update on its strategic alternatives review with the fourth quarter 2024 earnings release.Presentation Materials / Webcast Details A real-time audio webcast of the ...

Retail Industry AI Adoption - More than 80% of retailers plan to increase the use of automation and AI across their operations to adapt to changing consumer behaviors, enhance employee skills, and improve efficiency [1] - 35% of major retailers plan to significantly increase their AI investment [1] - Retailers are increasingly investing in AI to address pain points such as improved return management, automating customer service, and monitoring product availability [2] AI Impact on Employee Experience - AI is being used to enhance employees' skills and improve their on-the-job experience, which could help fill over 580,000 projected U.S. retail job openings [3] - More than half of retail leaders believe AI improves employee retention and helps employees progress more quickly in their careers [6] - 55% of retail executives said AI tools increase job satisfaction, aligning with the industry's focus on employee satisfaction to support customer experience [6] AI Impact on Customer Experience - AI plays an increasingly important role in improving the customer experience, providing better access to information, speedier transactions, and easier price comparisons [4] - 66% of surveyed consumers have used AI while shopping, with price comparison being the most sought-after use case (53%), followed by checking product availability (41%) and seamless checkout (34%) [6] Survey Methodology - The Honeywell AI in Retail Survey included two Omnibus surveys: the Retail Executives Survey (100 U.S. executives) and the Retail Consumers Survey (1,000 U.S. adults) conducted from December 2 to December 8, 2024 [5]

The industrial conglomerate Honeywell International Inc. (HON) is in the headlines nowadays as it is reportedly considering a strategic restructuring of the business, which includes potential breakups.Last month, news surfaced that the company is considering divestment of key businesses as part of its business transformation strategy that aims to unlock values for its shareholders. The company announced that it has made significant progress on the possible spinoff of its Aerospace business. As part of the s ...

Groundbreaking aviation collaboration designed to expedite development and adoption of enhanced software, large area cockpit displays and autonomy platform Honeywell Anthem cockpit powered by NXP's i.MX 8 applications processors will help improve operational efficiency, safety and unlock value for pilots and operators Vertical Aerospace to leverage latest technology in eVTOL aircraft Aviation expansion builds on companies' progress in building automation LAS VEGAS, Jan. 8, 2025 /PRNewswire/ -- Honeywell ...

Longtime Government Relations Lead Jim Carroll to Retire from Honeywell in 2025 CHARLOTTE, N.C., Jan. 7, 2025 /PRNewswire/ -- Honeywell International Inc. (NASDAQ: HON) today announced that Stacey Bernards, who currently serves as Vice President Government Relations for Honeywell Energy and Sustainability Solutions, will succeed Jim Carroll as Senior Vice President, Head of Global Government Relations effective March 1, 2025. Bernards will report to Anne Madden, Senior Vice President and General Counsel. Ca ...