Honeywell reported FY2025 revenue of $37.4 billion and Q1 2026 revenue of $9.1 billion. The thesis depends on aerospace strength, automation demand, portfolio separation execution, margins, cash flow and leverage discipline.
Honeywell: the breakup has to prove the parts are worth more
NASDAQHONCoverage BootstrapHoneywell International Inc.
Thesis summary
Honeywell reported FY2025 revenue of $37.4 billion and Q1 2026 revenue of $9.1 billion. The thesis depends on aerospace strength, automation demand, portfolio separation execution, margins, cash flow and leverage discipline.
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