Group 1 - Honeywell (HON.US) is preparing to split into three independent entities and plans to appoint Marc Steinberg from Elliott Investment Management as a board member [1] - Steinberg will join as an independent director and serve on the audit committee, with the appointment effective at the end of May [1] - Elliott disclosed its stake of over $5 billion in Honeywell last year and urged the company to consider a split to unlock greater shareholder value [1][2] Group 2 - Honeywell, with a market capitalization of nearly $145 billion, is undergoing a significant transformation, planning to separate its aerospace and automation divisions and divest its high-performance materials business, with the split expected to be completed by the second half of 2026 [2] - Elliott estimates that the independent aerospace division could be valued at over $100 billion [2] - Honeywell's CEO, Vimal Kapur, is also seeking targeted acquisitions, particularly in the stronger growth areas of aerospace and defense [2]
霍尼韦尔(HON.US)分拆之际 Elliott合伙人Steinberg或加入董事会