Jim Currier, CEO of Honeywell Aerospace Technologies, joins CNBC's Phil LeBeau at the Paris Air Show to discuss the outlook for the company, and the increase in global defense spending.
Honeywell International Inc. (NASDAQ:HON ) SIAE Paris Air Show 2025 Conference June 15, 2025 8:00 AM ET Company Participants James Currier - President & CEO of Aerospace Technologies Sean Christopher Meakim - Vice President of Investor Relations Vimal M. Kapur - Chairman & CEO Sean Christopher Meakim All right.
The Undercovered Dozen series highlights 12 lesser-covered stocks weekly, providing investment ideas and sparking community discussion on their potential. Featured ideas include Kraken Robotics' explosive growth, Honeywell's value-creating spinoff, and Kimbell Royalty Partners' secure double-digit yield. Several picks, such as Blue Owl Capital and NewLake Capital Partners, offer compelling long-term value despite recent market skepticism or misunderstood risks.
Honeywell's strong backlog, robust order growth, and strategic M&A activity provide solid near-term and long-term revenue visibility. Expansion into high-growth markets like data centers and advanced air mobility, plus exposure to secular trends, supports a compelling growth outlook. Margin headwinds from tariffs are being addressed through pricing and productivity, with margin expansion expected by FY25 and further gains from portfolio shifts.
HON's acquisition of Sundyne will enable it to strengthen its product offerings and boost its Energy and Sustainability Solutions business.
The coming spinoff presents an opportunity for Honeywell's largest segment, Aerospace, to capitalize on the immense growth potential in the global aerospace parts manufacturing market. Key major acquisitions will expand Honeywell's portfolio, drive EPS growth, and create high-growth vectors to benefit from three megatrends: automation, the future of aviation, and energy transition. With sturdy financials and plans to mitigate tariff headwinds, along with a discount in share price, Honeywell is an attractive long-term buy.
Honeywell International Inc. (HON) concluded the recent trading session at $226.67, signifying a +0.66% move from its prior day's close.
Honeywell International Inc (NASDAQ:HON ) 3rd Annual Jefferies eVTOL / AAM Summit Conference May 28, 2025 11:20 AM ET Company Participants David Shilliday - VP & General Manager, Unmanned Aerial Systems & Urban Air Mobility Sean Meakim - VP of Investor Relations Conference Call Participants Sheila Kahyaoglu - Jefferies Sheila Kahyaoglu Good morning, everyone. My name is Sheila Kahyaoglu with the Jefferies Aerospace, Defense and Airlines Equity Research team.
Honeywell International (HON) reported earnings 30 days ago. What's next for the stock?
Honeywell (HON) on Wednesday announced an agreement with activist investor Elliott Investment Management that will see Honeywell add one of Elliott's partners to its board.
Honeywell is expected to appoint Marc Steinberg, a partner at activist Elliott Investment Management, to its board later on Wednesday, the Wall Street Journal reported.
The activist investor revealed a more than $5 billion stake in the conglomerate late last year.