Core Viewpoint - Honeywell International Inc. is a diversified technology and manufacturing conglomerate with a market capitalization of $151.34 billion, focusing on aerospace systems, building automation, industrial automation, performance materials, and safety solutions [1] Stock Performance - Over the past 52 weeks, Honeywell's stock has gained 23.7%, outperforming the S&P 500 index, which is up 15.6% during the same period [2][3] - The stock reached a 52-week high of $240.95 on February 9 and is only slightly down from that level [2] Financial Performance - For Q4 of fiscal 2025, Honeywell reported a 6% year-over-year growth in revenue to $9.76 billion, with an 11% organic growth, although this was below Wall Street estimates [4] - Adjusted sales grew 10% year-over-year, and adjusted EPS increased 17% to $2.59, exceeding estimates [4] Backlog and Spin-off Plans - The company ended 2025 with a record backlog exceeding $37 billion and plans to spin off Honeywell Aerospace into an independent publicly traded company in Q3 of 2026 [5] Analyst Expectations - Analysts expect Honeywell's profit to drop 7.6% year-over-year to $2.32 per diluted share for the current quarter, but anticipate a 7.5% increase to $10.51 per diluted share for the current year, followed by an 8.6% growth to $11.41 per diluted share in the next year [6] - Honeywell has a strong track record of surpassing consensus estimates, having topped them in all four trailing quarters [6] Analyst Ratings - Among 23 Wall Street analysts covering Honeywell, the consensus rating is a "Moderate Buy," with 11 "Strong Buy" ratings, one "Moderate Buy," 10 "Holds," and one "Moderate Sell" [7] - The ratings have become more bullish recently, with the number of "Strong Buy" ratings increasing from 10 to 11 [9]

We came across a bullish thesis on Honeywell International Inc. on Value investing subreddit by wisefox200. In this article, we will summarize the bulls’ thesis on HON. Honeywell International Inc.'s share was trading at $227.24 as of January 28th. HON’s trailing and forward P/E were 22.85 and 20.16 respectively according to Yahoo Finance. Joby Aviation (JOBY) Gets Beaten by Discounted Share Sale Jirat Teparaksa/Shutterstock.com Honeywell International Inc. engages in the aerospace technologies, industr ...

Core Insights - Johnson Controls International plc (JCI) is valued at a market cap of $68 billion and specializes in HVAC equipment, building automation, fire detection, and security solutions for various sectors [1] Financial Performance - Analysts anticipate JCI to report a profit of $0.83 per share for fiscal Q1 2026, reflecting a 29.7% increase from $0.64 per share in the same quarter last year [2] - For fiscal 2026, JCI is expected to achieve a profit of $4.55 per share, which is a 21% increase from $3.76 per share in fiscal 2025, with further growth projected to $5.26 per share in fiscal 2027, representing a 15.6% year-over-year increase [3] Stock Performance - JCI's shares have increased by 39.2% over the past 52 weeks, significantly outperforming the S&P 500 Index's 17.5% return and the State Street Industrial Select Sector SPDR ETF's 21.7% increase during the same period [4] - Following the release of its Q4 earnings, JCI's shares surged by 8.8%, with total revenue rising 3.1% year-over-year to $6.4 billion, exceeding consensus estimates by 1.6% [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for JCI, with 12 out of 20 analysts recommending "Strong Buy" and 8 suggesting "Hold" [6] - The mean price target for JCI is set at $133.16, indicating a potential upside of 19.4% from current levels [6]