Honeywell Aerospace

Honeywell Aerospace lowered its growth forecast for 2026 to 4–5% as delays, quality issues and supplier bottlenecks are slowing production. CEO Jim Currier calls 2026 a transition year but maintains the mid‑term target of 6–8% CAGR to 2030 and expects a marked recovery in 2027. The company is investing heavily in repairing the supply chain, is prioritizing original equipment over aftermarket parts, and keeps dividends, acquisitions and share buybacks in its capital planning. » Mais em de.investing.com

The Defense Innovation Unit (DIU) tested Honeywell Aerospace’s MagNav system with quantum sensors in a test flight over the Pacific and demonstrated precise positioning without GPS. The system builds magnetic field maps from measurements of the Earth's magnetic field and transmits the navigation results directly to pilots on tablets. According to the DIU, MagNav delivers up to 89 percent better positioning accuracy than conventional backups; installation in a C-17 Globemaster III for further field tests is planned later this year. » Mais em heise.de

Honeywell Aerospace, spun off from Honeywell International in June 2026, was added to the Madison Large Cap Fund after the company reported a $52.2 billion market cap and a one‑month share decline of 21.87%. The fund highlighted Honeywell Aerospace’s leading position in aircraft components and avionics, noting ~90% of in‑service aircraft contain its products. Madison expects the standalone structure to improve management incentives and capital allocation, supporting an attractive growth outlook that it believes is underappreciated. » Mais em finance.yahoo.com

Honeywell Aerospace shares gained 2.8% in pre-market trading after Morgan Stanley raised its rating from equal-weight to overweight and set a $205 price target. The bank views the sharply fallen valuation since the spin-off as a buying opportunity, citing discounts versus peers and declining short-interest levels. Operational risks such as supply-chain issues and a revised Q2 forecast remain, but the upgrade is seen as a short-term catalyst for the stock. » Mais em de.investing.com

Honeywell Aerospace reports a 5% rise in revenue to $4.5bn in the first quarter as a standalone company, while net profit collapsed from $852m to $256m (≈‑70%). The company trimmed its annual targets: organic revenue growth now 4–5% instead of 7–9% and pro forma adjusted EBIT of $4.35–4.45bn; management also cited adjusted EPS of $7.60–7.90. Weighing on results were one‑time separation costs of $329m and, for the first time, $200m of interest expense; adjusted EPS fell by 32%. Positive: order backlog rose 9% to $18.2bn and the aftermarket business grew 8%, though there are significant differences between segments. » Mais em finanzen.net