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Cyient DLM Wins Long Term Deal with Honeywell Aerospace Technologies to Provide Aircraft Cooling Technology
Prnewswire· 2024-11-07 00:11
核心观点 - Cyient DLM与Honeywell Aerospace Technologies达成合作共同开发用于微蒸汽循环系统(Micro VCS)的液体冷却回路该合作项目为期16年Micro VCS有望革新飞机冷却技术 [1][2] Cyient DLM相关 - Cyient DLM是一家提供设计主导制造(DLM)解决方案的领先集成电子制造解决方案提供商1993年成立在高度监管行业的安全关键电子领域拥有专业知识负责设计制造测试和认证支持以确保产品符合可靠性安全性和性能标准通过创新和技术推动业务转型 [4] Micro VCS相关 - Micro VCS是一种首创的微蒸汽循环系统比具有类似冷却能力的系统轻35%且效率高20%将重新定义机舱温度控制精心打造且优先考虑可持续性和效率 [2] 合作相关 - Cyient DLM的CEO表示很荣幸被Honeywell Aerospace Technologies选中进行合作该战略合作为市场带来双方在航空技术方面的优势推动Micro VCS的发展体现了Cyient DLM致力于突破技术进步界限以实现更可持续和互联的未来通过与行业领导者的战略合作Cyient DLM继续成为塑造航空航天工程格局的驱动力 [3]
Honeywell: Why I Am Buying The Drop
Seeking Alpha· 2024-11-02 12:58
文章核心观点 - 工业综合企业霍尼韦尔国际公司(NASDAQ: HON)的股价在发布2024年第三季度财报后暴跌,因为公司的前景预期被下调,工业自动化业务表现不佳 [1] 行业总结 - 公司是一家工业综合企业,专注于行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [2] - 分析师拥有10年投资银行从业经验,是一名资深研究分析师 [2] 公司总结 - 公司在2024年第三季度的财报中,工业自动化业务表现不佳,导致公司的前景预期被下调 [1] - 分析师持有公司股票的长期有利头寸,包括股票、期权或其他衍生工具 [3]
Honeywell Stock: Plenty Of Bullish Tailwinds Into 2025
Seeking Alpha· 2024-10-29 21:17
Shares of Honeywell International (NASDAQ: HON ) have been under pressure since the company released its third quarter earnings report (for the period ended Sep. 30). Despite steady growth and climbing profitability, the industrial giant's results were overshadowed by muted full-year guidance. The stock Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase ...
Honeywell's Q3 Earnings Beat Estimates, Aerospace Sales Rise Y/Y
ZACKS· 2024-10-25 02:10
Honeywell International Inc. (HON) reported third-quarter 2024 adjusted earnings of $2.58 per share, which surpassed the Zacks Consensus Estimate of $2.50. The bottom line increased 8% year over year on an adjusted basis. On a reported basis, the company’s earnings were $2.16 per share, down 5%.Total revenues of $9.73 billion missed the consensus estimate of $9.90 billion. The top line increased 6% from the year-ago quarter, driven by strength in the Aerospace Technologies segment. Organic sales also increa ...
Honeywell Stock Falls After Its Revenue, Outlook Disappoint Wall Street
Investopedia· 2024-10-25 00:30
公司营收情况 - 霍尼韦尔国际公司周四公布第三季度营收较去年同期增长近6%至97.3亿美元但低于分析师预期的98.9亿美元[1] - 工业自动化部门销售额下降5%至25亿美元公司将其归咎于仓库和工作流程解决方案以及安全和传感技术的销量疲软其他部门销售额均有增长航空航天技术部门销售额增长12%至39.1亿美元建筑自动化和能源与可持续解决方案部门销售额分别增长14%和1%[1] 公司股价情况 - 公司股价周四下跌超5%今年以来仅小幅上涨拖累道琼斯指数[1] - 在纳斯达克的股价为211.59美元下跌8.75美元跌幅3.97%[3] 公司业务调整与业绩展望 - 首席执行官称公司在第三季度艰难的环境下执行了计划今年在简化和优化业务组合方面取得了重大进展包括计划分拆先进材料部门退出个人防护设备业务并完成四项收购[2] - 由于收购完成以及第三季度业绩和管理层对今年剩余时间的展望公司将2024年销售预测从早先的391亿美元至397亿美元下调至386亿美元至388亿美元将调整后每股收益范围从10.05美元至10.25美元缩小至10.15美元至10.25美元[2]
Why Honeywell Stock Is Down Today
The Motley Fool· 2024-10-25 00:09
A slight earnings beat doesn't mask headwinds impacting the business.Honeywell International (HON -4.44%) beat earnings expectations for the quarter, but revenue was soft and earnings were aided by some below-the-line items. Investors weren't impressed, sending Honeywell shares down 4% as of 11:30 a.m. ET.An underwhelming beatHoneywell is a diversified manufacturer with exposure to a lot of different businesses, but a lot of those end markets are facing headwinds right now. The company reported third-quarte ...
Honeywell(HON) - 2024 Q3 - Earnings Call Transcript
2024-10-24 23:46
财务数据和关键指标变化 - Honeywell在2024年第三季度的调整后每股收益为2.58美元,同比增长8%,超出指导范围的高端 [16] - 自由现金流为17亿美元,同比增长10%,主要由于运营收入的增强和更高的收款 [16] - 预计2024年调整后每股收益在10.15至10.25美元之间,同比增长7%至8% [31] 各条业务线数据和关键指标变化 - 航空技术部门销售同比增长10%,连续第九个季度实现双位数增长 [17] - 工业自动化部门销售持平,环比下降5%,主要由于仓储和工作流解决方案的低需求 [18] - 建筑自动化部门销售同比增长14%,环比增长11%,得益于Access Solutions收购的影响 [20] - 能源与可持续解决方案销售同比增长1%,UOP销售下降2% [21] 各个市场数据和关键指标变化 - 订单同比增长2%,订单与发货比为1.1,能源与可持续解决方案和建筑自动化部门实现双位数增长 [14] - 航空市场的订单和交付量在全球飞行活动增加的背景下持续增长 [18] - 在中国市场,自动化业务表现平平,未见明显改善 [84] 公司战略和发展方向和行业竞争 - 公司致力于加速有利可图的有机增长,目标为4%至7% [6] - 计划通过收购和剥离非核心业务来优化投资组合,已完成四项收购,总计超过90亿美元 [10] - 公司宣布将先进材料部门剥离为独立上市公司,以增强财务灵活性 [11] 管理层对经营环境和未来前景的评论 - 管理层对未来前景持乐观态度,尽管面临宏观经济的不确定性 [33] - 预计2025年所有四个业务部门将实现有机增长 [37] - 由于短期内的市场不确定性,2024年的销售指导范围已下调至386亿美元至388亿美元 [24] 其他重要信息 - 公司在2024年计划部署140亿美元的资本,包括收购、股息和高回报资本支出 [12] - 预计2024年养老金收入约为6亿美元,较之前预期增加5000万美元 [29] 问答环节所有提问和回答 问题: 关于2025年的展望 - 管理层表示,尽管当前环境不确定,但预计2025年所有四个业务部门将实现有机增长,并将恢复利润率扩张 [36][37] 问题: 关于工业自动化的市场份额 - 管理层认为,工业自动化业务的表现与市场驱动因素密切相关,预计2025年将实现增长 [62][63] 问题: 关于航空市场的表现 - 管理层确认,尽管面临供应链挑战,航空市场的需求依然强劲,预计2025年将继续保持增长 [60][78] 问题: 关于收购和剥离的计划 - 管理层表示,收购和剥离的决策是基于与公司战略的契合度,未来将继续评估投资组合 [73][75]
Compared to Estimates, Honeywell International (HON) Q3 Earnings: A Look at Key Metrics
ZACKS· 2024-10-24 23:35
Honeywell International Inc. (HON) reported $9.73 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 5.6%. EPS of $2.58 for the same period compares to $2.27 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $9.9 billion, representing a surprise of -1.71%. The company delivered an EPS surprise of +3.20%, with the consensus EPS estimate being $2.50.While investors closely watch year-over-year changes in headline numbers -- revenue and ...
Honeywell Revenue Hurt by Drop in Industrial Automation Sales
Investopedia· 2024-10-24 22:50
Key TakeawaysHoneywell International missed third-quarter revenue estimates Thursday as demand for its industrial automation products declined.Sales at the Industrial Automation division dipped 5%, but they were higher for all other Honeywell units.The company lowered its full-year sales outlook. Honeywell International (HON) shares declined Thursday after the aviation and safety equipment manufacturer missed sales estimates and lowered its revenue guidance as demand for its industrial automation products s ...
Best Dividend Stocks To Buy In October 2024? 2 In Focus
Stock Market News, Quotes, Charts And Financial Information | Stockmarket.Com· 2024-10-24 22:22
Dividend investing focuses on buying stocks in companies that regularly distribute a portion of their profits to shareholders. These companies are typically well-established, with stable cash flows and strong market positions. Dividend stocks can offer both regular income and potential capital appreciation. This investment strategy has gained popularity among investors seeking steady income streams.Investing in dividend stocks offers several potential benefits for long-term investors. Regular dividend payme ...