Group 1 - The company Hubbell (NYSE: HUBB) provides utility and electrical solutions across the utility market, including smart meters, communications systems, electrical transmission, light industrial, and wireless communications [1] - The company is expected to benefit from megatrends such as electrification, grid upgrades, and data center expansions [1]

Group 1: Honeywell International - Honeywell plans to split into three publicly traded businesses, which may outperform as individual entities based on successful examples from peers [2][7] - The focus is on Honeywell Aerospace and Honeywell Automation, with management citing peers like GE Aerospace, RTX, and TransDigm, all of which have undergone significant corporate changes [3][5] - Honeywell Aerospace will gain flexibility for acquisitions to enhance its portfolio, while Honeywell Automation will focus on industrial and building automation, competing with companies like Emerson Electric and Rockwell Automation [4][5] Group 2: Hexcel Corporation - Hexcel specializes in advanced graphite composites, which are increasingly used in the aerospace industry, providing long-term growth prospects due to rising airplane production and composite content [9][10] - Despite recent challenges from Boeing and Airbus falling behind production schedules, Hexcel's valuation has declined, allowing investors to buy at 19 times its estimated 2025 free cash flow, which is favorable given its growth potential [11][12]