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HOHONA

Honeywell Aerospace Inc

$HONA·$53B·Aerospace & Defense·Industrials
$169.81+1.2%1Y-15.1%
Mentions · last 7 days
2026-08-06: 146 posts2026-08-07: 27 posts2026-08-08: 10 posts2026-08-09: 11 posts2026-08-10: 14 posts2026-08-11: 8 posts2026-08-12: 13 posts2420%
Price updated 14h ago·X counts updated 2d ago
HOHONA
$HONAHoneywell Aerospace Inc
$169.81+1.20%242 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $HONA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-08-13

Falling on heavy selling — points lower unless it turns around.

Just-spun aerospace unit cut its organic-growth guide 350 bps two months after IPO — management credibility broken.

Honeywell Aerospace is the freshly spun-off aerospace-and-defense unit of legacy Honeywell (separation completed June 29, 2026). The debut has been rough — Q2 missed, a 350 bps organic-growth guide cut arrived just two months after the inaugural investor day, and analysts responded with target chops from Morgan Stanley, UBS, and Jefferies.

  • The specific breaking event: Q2 EPS came in at $1.87 vs $2.07 estimate (a -10% miss), management cut FY organic-growth guide by 350 bps two months after the inaugural investor day, and multiple sell-side firms cut targets in response — the 'management credibility broken' framing on X is directionally right.
  • The compensation grants make the guide cut worse: on August 3 the board granted CEO James Currier a $9M one-time equity bridge award, plus $4.4M to CFO Joshua Jepsen and $2.55M to General Counsel John Donnelly — huge equity grants two days before the guide cut is a governance signal the market rightly hates.
  • The valuation and cycle picture are honest counterweights: 98x trailing P/E and 48x EV/EBITDA is what a newly-spun aerospace franchise costs while working through its first credibility test, and analysts still model the FY26 revenue at ~$18B based on Q1-Q2 run rate — this business does not go to zero, but the near-term multiple has to compress meaningfully.

The next material gate is the next quarterly print — a beat on the cut guide plus a specific customer-contract or organic-growth reacceleration is what stops the bleed. Another guide cut, a further insider-award disclosure without offsetting execution, or a specific Boeing / Lockheed program-cycle slowdown is what would take a name post-350-bps-guide-cut into another leg down and confirm the 'take the tax loss' capitulation crowd.

Agrees with X sentimentThe exasperated 'management credibility disaster, 350 bps organic-growth guide cut two months after investor day, sell-side target chops' framing on X is directionally right — the guide cut and the equity grants are both real. Even bulls conceding 'execution was pathetic and openly weigh taking the tax loss' is the honest read of the tape.

What to watch: The next quarterly print — a beat on the cut guide plus a specific customer-contract or organic-growth reacceleration stops the bleed; another guide cut, further insider awards without offsetting execution, or a specific Boeing/Lockheed program-cycle slowdown takes it into another leg down.

beta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment24 posts analyzed · as of 2026-08-13

X users are bearish on Honeywell Aerospace after the company slashed FY26 sales-growth guidance to 4-5% from 7-9% and EBIT growth to low single digits from 7-10%, wiping roughly $12B of market value with the stock -18.5% pre-market. Multiple analysts cut targets, including Jefferies to $175 from $235 Hold, Morgan Stanley to $205 from $235 EW, and UBS to $213 from $231 Neutral. Posters flag supply constraints on forgings and castings and question management credibility after guidance was cut just two months post-investor day.

Read the AI verdict + X sentiment for $HONA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Aerospace and defense systems maker supplying avionics, engines, and flight control systems to commercial and military aircraft OEMs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $HONA.

Aerospace & Defense · Industrials

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+26.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
98.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-16.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-2.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$1.87$2.07-9.7%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.5B—35.0%8.4%$0.00$86.0M
Q1 FY26$4.4B—37.5%18.7%$1.59$-362.0M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.—Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 28 other (16 awards · 6 inkinds · 6 exempts) in window

See when $HONA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 58-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Honeywell Aerospace Inc. (HONA), which separated from Honeywell International on June 29, 2026, filed an 8-K on August 5, 2026 covering Q2 2026 earnings (quarter ended June 27, 2026) and material executive compensation grants. On August 3, 2026, the company granted CEO James Currier a one-time equity bridge award worth $9,000,000 under the 2026 Stock Incentive Plan, plus $4,400,000 in 2026 LTI awards to CFO Joshua Jepsen and $2,550,000 to General Counsel John Donofrio — all consistent with pre-agreed offer letters. These grants reveal the compensation structure for Honeywell Aerospace's newly independent leadership team in its first post-separation earnings quarter.

3New insider — initial holdingsJun 293
AI summary

John Donofrio filed an initial Form 3 as SVP, General Counsel and Corporate Secretary of Honeywell Aerospace Inc. (HONA) on 2026-06-29, reporting zero shares beneficially owned. This initial statement was triggered by Honeywell Aerospace's spin-off from Honeywell International on June 29, 2026. No derivative securities are reported. As General Counsel, Donofrio signed numerous Form 3 filings on behalf of other HONA insiders as attorney-in-fact in connection with the spin-off.

3New insider — initial holdingsJun 293
AI summary

Craig Arnold filed an initial Form 3 as Director of Honeywell Aerospace Inc. (HONA) on 2026-06-29, reporting zero shares beneficially owned. This initial statement was triggered by Honeywell Aerospace's spin-off from Honeywell International on June 29, 2026. No derivative securities are reported. Arnold is a member of the inaugural Board of Directors of the newly independent aerospace and defense technology company.

3New insider — initial holdingsJun 293
AI summary

William S. Ayer filed an initial Form 3 as Director of Honeywell Aerospace Inc. (HONA) on 2026-06-29, reporting zero shares beneficially owned. This initial statement was triggered by Honeywell Aerospace's spin-off from Honeywell International on June 29, 2026. No derivative securities are reported. Ayer is a member of the inaugural Board of Directors of the newly independent aerospace and defense technology company.

3New insider — initial holdingsJun 293
AI summary

James E. Currier filed an initial Form 3 as President and CEO of Honeywell Aerospace Inc. (HONA) on 2026-06-29, reporting zero shares beneficially owned. Currier leads the newly independent Honeywell Aerospace following its spin-off from Honeywell International on June 29, 2026. No derivative securities are reported. As President and CEO, Currier is the chief executive of the newly listed aerospace and defense technology company.

3New insider — initial holdingsJun 293
AI summary

Deborah Flint filed an initial Form 3 as Director of Honeywell Aerospace Inc. (HONA) on 2026-06-29, reporting zero shares beneficially owned. This initial statement was triggered by Honeywell Aerospace's spin-off from Honeywell International on June 29, 2026. No derivative securities are reported. Flint is a member of the inaugural Board of Directors of the newly independent aerospace and defense technology company.

3New insider — initial holdingsJun 293
AI summary

David L. Goldfein filed an initial Form 3 as Director of Honeywell Aerospace Inc. (HONA) on 2026-06-29, reporting zero shares beneficially owned. This initial statement was triggered by Honeywell Aerospace's spin-off from Honeywell International on June 29, 2026. No derivative securities are reported. Goldfein is a member of the inaugural Board of Directors of the newly independent aerospace and defense technology company.

3New insider — initial holdingsJun 293
AI summary

William Bruce Roper Jr. filed an initial Form 3 as Director of Honeywell Aerospace Inc. (HONA) on 2026-06-29, reporting zero shares beneficially owned. This initial statement was triggered by Honeywell Aerospace's spin-off from Honeywell International on June 29, 2026. No derivative securities are reported. Roper is a member of the inaugural Board of Directors of the newly independent aerospace and defense technology company.

+ 31 other (15 3s · 3 8-Ks · 2 13Gs · 2 S-8s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

HONA ALERT: Investigation Launched into Honeywell Aerospace Inc., RGRD Law Attorneys Encourage Investors and Potential Witnesses to Contact Law Firmglobenewswire.com·1d agoHoneywell Aerospace announces completion of exchange offerprnewswire.com·2d agoSecurities Fraud Investigation Into Honeywell Aerospace, Inc. (HONA) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firmbusinesswire.com·7d agoHoneywell Aerospace, Inc. (HONA) Shareholders Who Lost Money -- Contact Law Offices of Howard G. Smith About Securities Fraud Investigationgurufocus.com·7d agoHoneywell Aerospace, Inc. (HONA) Shareholders Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigationbusinesswire.com·7d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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