Honeywell International Inc. (NASDAQ:HON) Jefferies 2nd Annual eVTOL / AAM Summit Conference May 30, 2024 1:50 PM ET Company Participants Dave Shilliday - VP and GM, UAM/UAS, Honeywell Aerospace Technologies Conference Call Participants Sheila Kahyaoglu - Jefferies Sheila Kahyaoglu Good afternoon, everyone. My name is Sheila Kahyaoglu the Jefferies Aerospace Defense and Airlines Equity Research team. Thank you so much for joining us for our 2nd Annual eVTOL summit and our final presentation of the day, wher ...

JHVEPhoto Investment Thesis I last covered Honeywell International (NASDAQ:HON) in October last year with a buy rating. While the stock has given a total return of ~10% since then, I continue to see further upside. Honeywell is well positioned to deliver good growth in the near term as well as in the long term. The company's revenue should benefit from a healthy backlog level of $32 billion exiting Q1 2024, and strong demand in the long-cycle Aerospace business. In addition, good backlog conversion thanks t ...

Fabian Gysel/iStock Unreleased via Getty Images While the big aerospace and defense suppliers are part of my coverage, I am also covering smaller aerospace companies. Those that have been following my work know that some of the buy ratings on smaller companies such as Park Aerospace (PKE) and Astronics (ATRO) have performed rather well, although it should be noted that the former saw its outperformance evaporate earlier this year. It shows that smaller aerospace names do have significant potential, but at t ...

Honeywell International Inc. (HON) has been benefiting from strength in its commercial aviation original equipment and aftermarket businesses, driven by solid demand in the aviation market. Also, solid momentum in the company's defense and space business owing to stable U.S. and international defense spend volumes has been driving its Aerospace segment. The company's Building Automation segment has been gaining from strong demand for building solutions and a robust backlog level. Strength in advanced materi ...

Organizations can now help ensure grid stability and increase operational efficiency by automating demand response within their facilities HOUSTON, May 16, 2024 /PRNewswire/ -- Honeywell (Nasdaq: HON) today announced its partnership with Enel North America ("Enel") to enhance building automation and demand response solutions for commercial and industrial organizations by using automation to control and regulate energy loads to help stabilize the power grid. Honeywell and Enel North America team up to help o ...

业绩总结 - Honeywell Aerospace在商用OE部分的业务将增长约20%[25] - Honeywell Aerospace的售后市场将以两位数增长[25] - Honeywell Aerospace的国防和航天部门将以高个位数增长[25] - 公司在商用航空领域的售后服务中，重点是解决供应链问题和提供升级改造服务[52] - 商用航空业务中，公司在超中型及以上飞机领域表现强劲，业务增长迅速[58] 未来展望 - Honeywell Aerospace通过售后市场的脱钩增长将超过市场增长[27] - 公司在研发投资中主要分为新产品推出、突破性举措和先进技术，70%的投资用于新产品推出[66] - 公司在总统预算中关注热管理、高超音速技术和导弹弹药等领域的投资[76] 新产品和新技术研发 - Honeywell Aerospace在电气化和自主飞行领域进行大量投资[31] - Honeywell Aerospace在先进空中移动市场领域进行投资[33] - 公司在先进空中移动市场领域提供了多项技术，包括集成座舱系统、飞行控制系统和电动马达[35] 市场扩张和并购 - 国际防务支出的增加推动了公司的国际销售增长，尤其是在欧洲、日本和韩国等地区[44] - 公司在国防和航天领域涉及多个平台，包括F-35、M346等，未来还将关注合作作战飞机和第六代战斗机[72] 其他新策略和有价值的信息 - 公司在服务和连接业务的目标是到2021年实现10亿美元的销售额，增加服务业务在组合中的占比[78] - 服务和连接业务的增长潜力仍然很大，预计在未来会以6%至8%的CAGR持续增长[81] - Anthem是Honeywell的第六代驾驶舱系统，具有独特的优势和能力，可以适用于各种航空应用领域[84]

• ~$2.5B Content Secured on Valor platform Long Term Tailwinds Best In Class Positioning For Future Of Aviation Great Positions on Growing Platforms Innovative technologies to enhance pilot situational awareness enabling safe, reliable, and efficient flights with lower power / weight / cost solutions 5 BANK OF AMERICA TRANSPORTATION, AIRLINES, AND INDUSTRIALS CONFERENCE Forward Looking Statements Bank of America Transportation, Airlines, and Industrials Conference – May 14, 2024 2 • Strong orders environmen ...

ATLANTA, April 30, 2024 /PRNewswire/ -- Honeywell (NASDAQ: HON) today released its 2024 USB Threat Report, which provides new insight into how "silent residency" is an increasing cyber threat for industrial and critical infrastructure facilities. In the report, Honeywell highlighted the growing risk of "living off the land" ("LotL") attacks in which adversaries use USB devices to gain access to industrial control systems in order to hide and observe operations before launching attacks that evade detection a ...

Honeywell International Inc. (HON) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this company have returned -4.1%, compared to the Zacks S&P 500 composite's -2.5% change. During this period, the Zacks Diversified Operations industry, which Honeywell International falls in, has lost 8%. The key question now is: What could be the stoc ...

公司业绩 - 公司在第一季度实现了强劲的业绩，营收和每股收益均超过了华尔街预期[2] - 营运利润率同比提高了130个基点至20.4%，得益于商用航空、国防和太空领域的强劲表现[3] - 公司在更具经济敏感性的领域，如工业自动化方面的销售下降，反映出客户在经济状况不确定时不愿意进行新的支出[4] 公司展望 - 公司的长期复苏可能要比预期的时间长一个季度[1] - CEO表示公司在这些所谓的短周期业务中正在经历“复苏的迹象”，预计随着年度的展开和渠道的正常化，将会有更广泛的参与[5] 公司财务策略 - 公司继续利用现金进行小型收购、股息和股份回购，为股东提供2.25%的收益率，同时等待复苏[6]