Honeywell International Inc. (NASDAQ:HON) Jefferies Industrials Conference September 5, 2024 8:05 AM ET Company Participants Jim Currier - President & CEO, Aerospace Technologies Conference Call Participants Sheila Kahyaoglu - Jefferies Sheila Kahyaoglu Good morning, everyone. My name is Sheila Kahyaoglu, the Jefferies Aerospace, Defense and Airlines Equity Research team. Thank you so much for joining us at our conference and for the Honeywell team to be joining us, always the first slot. We really apprecia ...

会议主要讨论的核心内容 商用原装设备(OE)业务 - 公司商用OE业务持续强劲增长,预计下半年将实现中高个位数增长 [4][6][11] - 公司正密切关注波音和空客的生产计划,并与之保持密切沟通,以确保供应链能够跟上需求 [11][12][13] - 公司在商务航空领域拥有强大的地位,在新机型如G700、G400、G800上的配套产品包括航电、APU、环控等 [15][16][17] - 公司在窄体和宽体客机上的机载设备和机械配套产品占有较高份额 [18] 商用后市场业务 - 公司商用后市场业务在第二季度实现17%的增长,预计未来将保持中高个位数增长 [19][20][24][26] - 公司后市场业务中,电子类产品恢复较快,机械类产品仍有待进一步改善 [7][20] - 公司后市场业务中,航空公司经典机型的维修和升级需求仍然强劲 [24] - 公司后市场业务定价策略较为灵活,能够较好地应对原材料价格波动 [32][35][37][39] 国防与航天业务 - 公司国防与航天业务今年上半年实现两位数增长,预计全年将保持两位数增长 [42][44][45] - 公司在直升机T55发动机、F-35等重点平台上的配套产品需求强劲,带动了国防业务的增长 [45] - 公司正加大对国防供应链的投资,包括向供应商提供资金支持、设备投资等 [49] 其他 - 公司资本支出占销售收入的比例在5%-8%之间,主要用于产品研发和技术创新 [57][58] - 公司通过收购CAES等公司,进一步丰富了航电、雷达等领域的技术实力 [53][54][55] - 公司预计短期内利润率将保持相对平稳,但长期有望达到29%的目标 [59][60]

CHARLOTTE, N.C., Sept. 5, 2024 /PRNewswire/ -- Honeywell International Inc. (NASDAQ: HON) today announced that Mike Stepniak, who currently serves as Vice President and Chief Financial Officer for Honeywell Aerospace Technologies, will succeed Greg Lewis as Senior Vice President and Chief Financial Officer following the company's announcement of its fourth quarter and full-year financial results for fiscal year 2024. Until the transition is complete, Stepniak will serve as Vice President, Corporate Finance. ...

$1.9 billion acquisition will help drive long-term growth and further diversify revenue streams on leading defense platforms Enhances Honeywell's defense and space portfolio with high-reliability radio frequency technologies that present significant opportunities for international growth Deepens Honeywell's aerospace expertise and operations with addition of 2,200 skilled employees and highly automated facilities CHARLOTTE, N.C., Sept. 4, 2024 /PRNewswire/ -- Honeywell (NASDAQ: HON) today announced the comp ...

The most recent trading session ended with Honeywell International Inc. (HON) standing at $207.91, reflecting a +0.19% shift from the previouse trading day's closing. The stock's performance was behind the S&P 500's daily gain of 1.01%. Elsewhere, the Dow saw an upswing of 0.55%, while the tech-heavy Nasdaq appreciated by 1.13%. Coming into today, shares of the company had gained 1.43% in the past month. In that same time, the Conglomerates sector lost 6.95%, while the S&P 500 gained 2.5%. Analysts and inve ...

文章核心观点 - 公司通过与思科公司的合作,利用人工智能和自动化技术,帮助建筑物减少能源消耗,优化工作环境 [1][2] - 该解决方案可以根据实时的建筑物使用情况,自动调节温度、照明和通风,从而提高能源效率,减少温室气体排放 [2][3] - 这种融合IT和OT基础设施的方式,为建筑物运营商提供了更好的可见性和控制能力,有助于提高能源效率和减少环境影响 [3] - 这种合作是公司更广泛努力的一部分,旨在帮助企业减少建筑物的环境足迹,支持公司在自动化和能源转型等领域的战略 [2][4] 行业概况 - 建筑物一直是整体碳排放的重大贡献者,但随着混合工作模式的兴起,运营商现在有机会重新审视如何减少环境影响 [2] - 能源管理已经成为建筑物所有者首要关注的问题,由于混合工作政策和办公室使用率下降,加上新的资产特定现实,所有者面临巨大的财务和环境压力,需要确保高效运营,避免资源浪费 [3]

The industrial conglomerate Honeywell International Inc. (HON) crossed its 200-day simple moving average (SMA) on Aug 19, reaching a key support level from a technical perspective. This reflects a positive market sentiment and confidence in the company's financial health and long-term prospects. HON Overtakes the 200-Day Moving Average Image Source: Zacks Investment Research Considering the past few days' price movement, the stock was seen outperforming the benchmarks, the broader industry as well as its ma ...

Honeywell International Inc. (HON) is experiencing strength in its commercial aviation aftermarket business driven by solid demand in the air transport and business aviation markets. Also, strength in the company's commercial aviation original equipment business, backed by an improvement in build rates and an increase in air transport hours, has been favorable. In the quarters ahead, it expects the Aerospace segment to benefit from strong demand in commercial aviation, growth in air transport flight hours a ...

F Cardia TH F decreased by 8% Y/Y on a reported basis and organically as a result of the slowdown in projects within the warehouse and workflow solutions. H T Honeywell's Historical Revenue (Company Data, GS Analytics Research) JHVEPhoto Honeywell Investment Thesis Honeywell International Inc.'s (NASDAQ:HON) stock price has seen some correction post last quarter earnings as it reduced EPS guidance due to a slower than expected pace of recovery of the short-cycle business, impacting margin mix. However, I be ...

Intuitive energy management system helps hotels monitor energy consumption across properties and automate energy efficiencies Honeywell Edelman Dawn Wotapka Media contact (631) 943-3782 [email protected] [email protected] SOURCE Honeywell ATLANTA, Aug. 14, 2024 /PRNewswire/ -- Honeywell (NASDAQ: HON) today announced the launch of INNCOM Direct, an easy-to-install energy management system that uses automation to help improve energy efficiency in mid-market hotel properties. The launch of INNCOM Direct suppor ...