$4.95 Billion Acquisition Bolsters Honeywell's Strategic Alignment to the Automation Megatrend, Underpinned by Digitalization Positions Honeywell as a Leading Provider of Security Solutions in a Digital Age Enhances Honeywell's Building Automation Segment, Adding an Accretive Growth and Margin Business Previous Impact of Acquisition Guidance After the Acquisition Impact of NonGAAPUpdated Guidance Guidance CHARLOTTE, N.C., June 3, 2024 /PRNewswire/ -- Honeywell (NASDAQ: HON) today announced the completion of ...

会议主要讨论的核心内容 - 公司在2020年专门成立了一个业务部门来支持先进空中出行(AAM)市场,因为需要提供不同的解决方案和支持方式 [5] - 公司提供的AAM产品包括航电系统、飞行控制系统、推进系统、冷却系统、电动机械执行器等,扮演着核心系统供应商和合作伙伴的角色 [6][7] - 公司认为AAM市场未来十年内不会对公司航空业务产生重大影响,但长期来看将成为航空业务的重要组成部分 [10][35] - 公司认为中程货运应用可能是AAM最先实现商业化的领域,因为监管要求相对较低,运营灵活性和成本节约较大 [15] - 公司的Anthem集成驾驶舱解决方案已经被多家AAM平台厂商选用,预计2025-2026年将实现首次交付 [20][21] - 公司在传感器、导航、飞控、电气推进、冷却系统等领域拥有行业领先的认证就绪解决方案,并可以跨应用复用 [29][30] 问答环节重要的提问和回答 问题1 **Sheila Kahyaoglu 提问** 你如何看待AAM或eVTOL市场的整体情况?你认为市场规模会有多大?[9] **Dave Shilliday 回答** 公司认为AAM市场未来十年内总市场规模可达数十亿美元,但短期内不会对公司业绩产生重大影响。不同区域和应用场景的监管时间表仍存在不确定性,最具吸引力的"杀手级应用"也可能需要一定时间才会出现 [10][11] 问题2 **Sheila Kahyaoglu 提问** 你能否就公司在空中出租车、中程货运和小型包裹投递等细分领域的机会和定位做进一步阐述?[12] **Dave Shilliday 回答** - 空中出租车是最受关注的领域,但监管审查最为严格,收入时间表最具挑战性 [13][14] - 中程货运可能是最先实现商业化的应用,因为运营灵活性和成本节约较大 [15] - 小型包裹投递趋向于低成本高量的应用,公司在地面控制站等领域也有相关解决方案 [16] 问题3 **Sheila Kahyaoglu 提问** 你能否就公司的Anthem集成驾驶舱解决方案做进一步介绍,以及它在商业航空和商务航空领域的机会?[19] **Dave Shilliday 回答** - Anthem是公司未来驾驶舱解决方案,具有连接性、简化驾驶操作等优势,已被多家AAM平台厂商选用 [20][21] - Anthem还可以为现有机队提供升级改造机会,帮助运营商简化操作,甚至实现某种程度的自主性 [22] - 公司在选择Anthem的客户时更注重技术和合作契合度,而非市场份额 [24]

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 ...

JHVEPhotoInvestment 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 thank ...

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 ...

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 facilitiesHOUSTON, 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 org ...

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]

BANK OF AMERICA TRANSPORTATION, AIRLINES, AND INDUSTRIALS CONFERENCE MAY 14, 2024 JIM CURRIER PRESIDENT AND CHIEF EXECUTIVE OFFICER ...

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 ...