Company Overview - Honeywell Aerospace is positioned favorably in the market with strong tailwinds anticipated for future growth [3] - The company is entering a period of rapid Original Equipment Manufacturer (OEM) production growth [3] Recent Developments - Honeywell Aerospace has successfully completed two acquisitions last year, enhancing its capabilities in growth areas [4] - The company is focusing on new products in its defense and space business, which are expected to contribute positively to its growth [4]

Core Viewpoint - The article discusses the reliability of brokerage recommendations, particularly focusing on Honeywell International Inc. (HON), and suggests that while the average brokerage recommendation indicates a "Buy," investors should be cautious and validate this with other analysis tools like Zacks Rank [1][4][12]. Group 1: Brokerage Recommendations - Honeywell International has an average brokerage recommendation (ABR) of 1.96, which is between "Strong Buy" and "Buy," based on recommendations from 23 brokerage firms [2]. - Out of the 23 recommendations, 12 are classified as "Strong Buy," accounting for 52.2% of the total recommendations [2]. - Despite the positive ABR, studies indicate that brokerage recommendations often do not effectively guide investors towards stocks with high potential for price appreciation [4][9]. Group 2: Analyst Bias and Limitations - Analysts from brokerage firms tend to exhibit a strong positive bias in their ratings due to vested interests, leading to a disproportionate number of favorable ratings compared to negative ones [5][9]. - This misalignment of interests suggests that brokerage recommendations may not provide reliable insights into a stock's future price movements [6]. Group 3: Zacks Rank Comparison - Zacks Rank is presented as a more reliable tool for predicting stock price movements, categorizing stocks from 1 (Strong Buy) to 5 (Strong Sell) based on earnings estimate revisions [7][10]. - The Zacks Rank is updated more frequently than the ABR, reflecting timely changes in analysts' earnings estimates, which correlates strongly with near-term stock price movements [11]. - For Honeywell International, the Zacks Consensus Estimate for the current year has decreased by 5.2% to $10.34, indicating growing pessimism among analysts regarding the company's earnings prospects [12]. Group 4: Investment Considerations - The recent decline in the consensus estimate has resulted in a Zacks Rank of 4 (Sell) for Honeywell International, suggesting that investors should be cautious despite the favorable ABR [13].

The most recent trading session ended with Honeywell International Inc. (HON) standing at $211.26, reflecting a +0.78% shift from the previouse trading day's closing. The stock outperformed the S&P 500, which registered a daily loss of 1.78%. Elsewhere, the Dow saw a downswing of 0.99%, while the tech-heavy Nasdaq depreciated by 2.61%.Prior to today's trading, shares of the company had lost 5.73% over the past month. This has lagged the Conglomerates sector's loss of 4.15% and the S&P 500's loss of 3.48% in ...

Honeywell International Inc. (HON) has inked a deal to acquire Sundyne from private equity firm Warburg Pincus for $2.16 billion in cash. The deal value is equivalent to 14.5x 2024 EBITDA (tax-adjusted basis). Based in Arvada, CO, Sundyne is engaged in designing and manufacturing pumps and compressors for industries including energy, chemical and petrochemical as well as industrial sectors. The company currently employs 1,000 personnel.Acquisition Rationale of HoneywellThe latest buyout is in sync with Hone ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

Honeywell International Inc. is buying Sundyne LLC for $2.2 billion in an effort to build up its Energy and Sustainability (ESS) business. It’s the latest in a string of deals as the conglomerate prepares to break up.Honeywell’s stock fell 0.3% in premarket trading on Tuesday. The stock has fallen 6.1% in 2025, while the S&P 500 SPX has fallen 0.5%. ...

Acquisition Overview - Honeywell has agreed to acquire Sundyne for $2.16 billion in an all-cash transaction, representing approximately 14.5x 2024 EBITDA on a tax-adjusted basis [1] - Sundyne specializes in highly-engineered pumps and gas compressors for process industries, enhancing Honeywell's Energy and Sustainability Solutions (ESS) business segment [1][7] Strategic Benefits - The acquisition will unlock strategic growth potential for Honeywell UOP's value chains in refining, petrochemicals, LNG, and clean fuels [2] - Honeywell Forge, an IoT platform, will enable the digitalization of Sundyne's equipment, improving reliability and predictive maintenance [2] - The integration is expected to generate material run-rate revenue synergies with Honeywell UOP's process licensing and modular capabilities [3][7] Market Position and Growth - Sundyne's established customer relationships and product offerings will strengthen Honeywell's brand in the process industry and expand its aftermarket services [3][6] - The combination will enhance Honeywell's end-to-end solutions in process technologies and critical equipment, supported by automation and control systems [7] Financial Impact - The acquisition is expected to be immediately accretive to Honeywell's sales growth, segment margins, and adjusted EPS in the first full year of ownership [6][10] - Honeywell's recent strategic actions include approximately $9 billion of accretive acquisitions, indicating a strong focus on growth and portfolio transformation [9] Closing and Future Outlook - The acquisition is anticipated to close in Q2 2025, subject to customary closing conditions and regulatory approvals [10]

Core Insights - Honeywell is a $130 billion market cap industrial conglomerate operating in various sectors including automation, aerospace, and advanced materials [1] - The company is planning to break itself up into three separate entities, following a trend seen in other industrial conglomerates like General Electric [3][4] - The breakup is expected to be completed in the second half of 2026, resulting in three distinct companies focusing on their core businesses [4][10] Company Overview - Honeywell is classified as an industrial company but functions more as an industrial conglomerate with diverse business operations [2] - The current market trend favors breaking up conglomerates into specialized companies rather than maintaining large, diversified entities [3] Breakup Details - The breakup plan includes the separation of Honeywell's advanced materials, aerospace, and automation businesses [4] - Honeywell Automation is projected to generate $18 billion in revenue in 2024, focusing on productivity-enhancing technologies [6] - Honeywell Aerospace is expected to generate $15 billion in revenue in 2024, providing technology and solutions for commercial travel and defense [7] - The Advanced Materials spinoff is the smallest, with projected revenue of $4 billion in 2024, specializing in specialty chemicals and materials [8] Strategic Goals - The primary goal of the breakup is to allow each new company to concentrate on its core business, potentially improving performance by reducing competition for capital and management attention [9] - The outcome of the breakup remains uncertain, as the success of each new entity will depend on various factors post-separation [10]

Core Viewpoint - Honeywell International Inc. is facing a challenging market environment, with recent stock performance lagging behind major indices, and upcoming earnings projections indicating modest growth in EPS and revenue [1][2]. Financial Performance - The upcoming EPS for Honeywell is projected at $2.26, reflecting a 0.44% increase year-over-year [2]. - Revenue for the upcoming quarter is estimated at $9.58 billion, representing a 5.23% rise compared to the same quarter last year [2]. - For the entire fiscal year, earnings are projected at $10.45 per share and revenue at $40.31 billion, indicating increases of 5.66% and 4.7% respectively from the prior year [3]. Analyst Estimates - Recent changes to analyst estimates for Honeywell should be monitored, as positive revisions can signal a favorable business outlook [4]. - The consensus EPS projection has decreased by 5.15% in the past 30 days, resulting in a Zacks Rank of 5 (Strong Sell) for Honeywell [6]. Valuation Metrics - Honeywell is currently trading at a Forward P/E ratio of 20.31, which is higher than the industry average of 14.94 [7]. - The company has a PEG ratio of 2.49, compared to the industry average PEG ratio of 1.93, indicating a premium valuation relative to expected earnings growth [8]. Industry Context - The Diversified Operations industry, which includes Honeywell, ranks in the bottom 40% of all industries according to the Zacks Industry Rank, which is based on the average Zacks Rank of individual stocks [9].

Core Points - Honeywell will participate in the J.P. Morgan 2025 Industrials Conference on March 11, 2025, with CEO Jim Currier presenting [1] - A real-time audio webcast of the presentation will be available on Honeywell's Investor Relations website, along with related materials and a replay for 30 days [2] - Honeywell operates across various industries, focusing on automation, future aviation, and energy transition, supported by its Honeywell Accelerator operating system and Honeywell Connected Enterprise software platform [3] Company Information - Honeywell is an integrated operating company that addresses complex global challenges through innovative solutions [3] - The company emphasizes the importance of its Investor Relations website for disclosing material information and complying with regulatory obligations [4]