Honeywell: Overreaction To Temporary Headwinds, Attractive Valuation

I last covered Honeywell (NASDAQ: HON ) in June 2025 with a Buy rating. While the stock initially reacted positively, it gave up most of the gains post recent earnings, as margin headwinds in the Aerospace Technology business resulted I have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and ...