NASDAQ · HONA

Honeywell Aerospace Inc

Industrials · Aerospace & Defense

$153.75▲ 1.43% ($2.17)at close

Pre-market$154.99▲ 0.81%8:29 AM ET

52-week

$149.19$297.50

Market cap

$48.73B

P/E

27.36

Volume

3.15M

Shares outstanding

316.94M

Valuation

Recommended · Earnings Power Value

Price used

$153.75

Zero-growth earnings power / share

$148.82

Zero-growth base case

This estimate is 3.21% below the price used.

USD · Financial years 2023–2025 · 3 years normalized

Method, dates & sources

The value of normalized operating earnings assuming no future growth. Conservative and optimistic figures vary the discount rate.

Price timestamp: Sep 10, 2026, 8:00 PM UTC
Financial statement period: Financial years 2023–2025 · 3 years normalized
Data refreshed: Sep 11, 2026, 12:30 PM UTC · provider

Why this method?

The company is still too young and does not have a stable, multi-year FCFF base. Use EV/Revenue multiples and comparable transactions instead of a DCF.

Is FCFF positive and has it been for 3+ consecutive years? Only 1 consecutive positive FCFF years are available.

Is there enough operating history to anchor a DCF? Only 0 years of public or statement history are available, so multiples are more decision-useful than a DCF here.

Price vs Fundamentals

Why The Stock Is Moving

Likely multiple compressionModerate confidence

1Y Price: -23.13%Revenue (YoY): 12.68%

What changed

The stock fell 23.13% over the last year. Revenue grew 12.68% year over year. Operating margin moved from 22.72% to 18.71%.

What the market seems to be pricing

Visible fundamentals weakened far less than the stock price. The market appears to be discounting durability, risk, or trust rather than just the latest reported numbers.

What would invalidate this read

This read changes if operating margin (currently 18.71%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.

Performance

Monthly returns

Company profile

Honeywell Aerospace, Inc. engages in the provision of aerospace and defense critical systems and technologies.

CEOJames Currier

SectorIndustrials

IndustryAerospace & Defense

Employees30,000

IPO dateJun 29, 2026

http://www.honeywellaerospace.com

Market multiples

Forward P/E—

EV/EBITDA17.68

Enterprise value$63.42B

Stock splits

No stock splits recorded for this ticker.

Profitability & growth

Revenue growth—

Gross margin36.18%▼0.8ppvs FY2024

Operating margin15.7%▼4.0ppvs FY2024

ROEN/A

Analyst consensus

RatingBuy

Target price$222.00▲44.39%

Buy

Hold

Sell

Analyst ratings tend to be lagging indicators. Use as one signal among many.

Earnings

Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.

Next report

Aug 5, 2026

Q4 FY26 · EPS est $2.07 · Revenue est $4.61B

View

Earnings history is still populating for this ticker.