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TickerTalks›$HONA
HOHONA

Honeywell Aerospace Inc

Rising onWhy it's trendingX chatter picking upPrice and volume picking upBullish-leaning chatter
$HONA·$50B·Aerospace & Defense·Industrials
$168.09+3.1%1Y-16.0%
Price updated 6h ago·X counts updated 5d ago
HOHONA
$HONAHoneywell Aerospace Inc
$168.09+3.05%56 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HONA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

56X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $HONA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 88% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-13

Honeywell Aerospace (HONA) sentiment is bullish after a brutal post-spinoff selloff, with a director buying at $156. Bulls expect free operating cash flow to rebound from ~$1.5B in 2026 to a much higher level, with CEO Jim Currier's comments framing catch-up capex and tooling investments as bullish for future execution.

Read what X is saying about $HONA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HONA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Newly spun-off aerospace pure-play down 23% over 12 months, hit by multiple class-action deadlines and insider buying at $156.

Honeywell Aerospace separated from Honeywell International on June 29, 2026, so the standalone equity has just two quarters of reported financials and is still establishing its reporting cadence as a public pure-play.

  • Q1 FY26 revenue $4.35B with operating margin 18.7%; Q2 revenue $4.52B with operating margin 8.4% — the margin compression quarter-over-quarter is the key operating signal
  • TTM: 98x earnings, 5.6x sales, -16% ROE (distorted by negative book value from the separation), 36% gross margin, 13% operating margin, debt-to-equity -2.78
  • 2026 estimates: $18.5B revenue, $7.89 EPS; 2027 $19.9B, $8.96 EPS — sell-side modeling the standalone trajectory
  • YTD n/a (post-separation), trailing-12m -23% at $154.07 — post-spinoff selloff is a known pattern
  • Multiple class-action deadlines (Nov 23 lead-plaintiff) stemming from the separation disclosures
  • Director buying at $156 — a conviction signal into the drawdown

The fundamental case is standard post-spin: operating margin needs to prove it stabilizes at the Q2 8% versus the Q1 19% level, free operating cash flow needs to rebuild from the catch-up capex trough, and the litigation overhang needs to clear before the equity re-rates to standalone peers.

Agrees with X sentimentX frames the equity as bullish after a brutal post-spinoff selloff, citing director buying at $156, FOCF rebound expectations from ~$1.5B 2026 to a higher 2027-plus level, and CEO Jim Currier's catch-up capex and tooling framing. The attention aligns with the turnaround setup — the thesis depends on margin and FOCF normalization through the next four quarters.

What to watch: Nov 23 class-action lead-plaintiff deadline and the next quarterly print — whether operating margin reverts toward the Q1 19% level or the Q2 8% proves the new run-rate.

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $HONA

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

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%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%
Next earningsWed, Oct 28·consensus EPS $1.87

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

Forward consensus

3-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$18.5B$18.1B – $19.2B$7.89$7.75 – $8.3012
FY27$19.9B$19.6B – $20.0B$8.96$8.24 – $9.4011
FY28$21.3B$20.9B – $22.1B$9.79$7.52 – $10.8214

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.1.5×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.+4.8%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.

Float & profile

FloatHigh float · 316.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.085-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

BuySep 1Craig ArnoldDirector6.4K sh$998K
+ 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.

+ 29 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.

ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Honeywell Aerospace Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - HONAnewsfilecorp.com·10h agoBragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Honeywell Aerospace Inc. and Encourages Investors to Contact the Firmglobenewswire.com·14h agoHONA INVESTOR DEADLINE: Honeywell Aerospace Inc. Investors with Substantial Losses May Seek to Lead Class Action Lawsuit Before November 23, 2026 Deadlinenewsfilecorp.com·16h agoHONA Investors Have Opportunity to Lead Honeywell Aerospace Inc. Securities Fraud Lawsuit with SBS Lawglobenewswire.com·17h ago9,239 Shares of Honeywell Aerospace $HONA Acquired by First Citizens Bank & Trust Co.defenseworld.net·23h ago

In themes

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Voices on X · last 7 days

No standout posts about $HONA on X in the 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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