Honeywell International Inc. (HON) has been witnessing solid momentum in its commercial aviation original equipment and aftermarket businesses, driven by solid demand in the aviation market. Strength in the company’s defense and space business, supported by stable U.S. and international defense spend volumes, have been driving its Aerospace segment. Also, solid demand for building solutions and a robust backlog level have been driving its Building Automation segment. Exiting the first quarter, its overall b ...

文章核心观点 - 公司最近一个交易日收盘价为208.50美元,较前一交易日下跌0.47%,低于标普500指数0.85%的涨幅 [1] - 过去一个月公司股价上涨3.09%,同期综合行业指数上涨3.32%,标普500指数上涨3.11% [2] - 预计公司即将发布的财报中,每股收益将同比增长7.62%至2.40美元,收入将同比增长3.23%至94.4亿美元 [3] - 全年来看,公司每股收益和收入预计将分别同比增长10.59%和5.52%至10.13美元和386.9亿美元 [4] 行业和公司分析 - 分析师对公司的预测数据修正通常反映了公司近期业务趋势的变化,是投资者需要关注的 [5][6] - 公司当前的Zacks排名为3级(持有),Zacks排名体系能够帮助投资者预测股价表现 [7] - 公司当前的市盈率为20.68倍,高于行业平均水平17.52倍,PEG率为2.25倍,也高于行业平均1.91倍 [8][9] - 公司所属的多元经营行业目前在250多个行业中排名前20%,行业排名越高其股票表现越好 [10][11]

Battery Manufacturing Excellence Platform expects to reduce cell manufacturing costs, compress production ramp-up cycles and cut material waste by 60% at startupi HOUSTON, June 11, 2024 /PRNewswire/ -- Honeywell (NASDAQ: HON) today announced the launch of its Battery Manufacturing Excellence Platform (Battery MXP), an artificial intelligence (AI)-powered software solution designed to optimize the operation of gigafactories from day one by improving battery cell yields and expediting facility startups for ma ...

Eoneren Introduction The other day, I wrote an article on GE Aerospace (GE), which included my very bullish outlook on the commercial aerospace industry, supported by numbers from giants like Airbus (OTCPK:EADSF). According to the European giant, demand for new passenger aircraft through 2024 could come in close to 41,000 units - with less than half of these planes replacing existing planes. Airbus On top of that, we're seeing an acceleration in global traffic, as the post-pandemic recovery has gone from sh ...

The latest trading session saw Honeywell International Inc. (HON) ending at $208.45, denoting a -0.39% adjustment from its last day's close. The stock fell short of the S&P 500, which registered a loss of 0.02% for the day. Meanwhile, the Dow gained 0.2%, and the Nasdaq, a tech-heavy index, lost 0.09%. The company's shares have seen an increase of 5.67% over the last month, not keeping up with the Conglomerates sector's gain of 8.3% and outstripping the S&P 500's gain of 4.59%. The investment community will ...

BASILDON, ENGLAND - JANUARY 15: A general exterior view of the logo sign on the Honeywell ... [+] International Inc office building on January 15, 2024 in Basildon, United Kingdom. (Photo by John Keeble/Getty Images) Getty Images Honeywell (NYSE: HON) stock has seen a rise of 5% in a week, faring better than its peer — General Electric stock – down 3%. The rise in HON stock in recent days can partly be attributed to the company’s revision of its outlook for the full-year 2024 following its acquisition of Ca ...

Honeywell International Inc. (HON) recently completed the acquisition of Carrier Global Corporation’s (CARR) Global Access Solutions business for an all-cash deal of $4.95 billion. This acquisition is expected to strengthen HON’s foothold in the security solutions market. Florida-based Carrier is a provider of advanced heating, ventilation, refrigeration, air conditioning, fire, security and building automation technologies. Its Global Access Solutions business provides advanced access and security solution ...

销售情况 - 第一季度销售额为91亿美元，报告和有机销售同比增长3%[1] - 航空技术销售额同比增长18%，能源和可持续解决方案有机销售增长5%[5] - Honeywell Q1’24净销售额为91.05亿美元，较上年同期增长2.7%[21] - 航空技术部门Q1’24净销售额为36.69亿美元，较上年同期增长17.7%[23] - 工业自动化部门Q1’24净销售额为24.78亿美元，较上年同期下降11.6%[23] - 建筑自动化部门Q1’24净销售额为14.26亿美元，较上年同期下降4.1%[23] - 能源与可持续解决方案部门Q1’24净销售额为15.25亿美元，较上年同期增长4.1%[23] 盈利情况 - 调整后每股收益为2.25美元，高于之前指导范围的最高端[1] - 预计调整后每股收益将在9.80至10.10美元之间，增长7%至10%[4] - Honeywell Q1’24净利润为14.63亿美元，较上年同期增长5.0%[21] - Honeywell Q1’24每股基本收益为2.24美元，较上年同期增长7.2%[21] - Honeywell Q1’24每股摊薄收益为2.23美元，较上年同期增长7.7%[21] - Honeywell Q1’24经营利润率为20.4%[35] - Honeywell Q1’24部门利润率最高的是航空技术部门，为28.1%[23] 财务展望 - 未来展望保持全年销售、段落利润、调整后每股收益和现金流指引不变[3] - 2024年第一季度调整后每股收益为2.25美元，较2023年同期的2.07美元增长[40] - 2024年第一季度俄罗斯相关费用为0.02美元，较2023年同期无增长[41] - 2023年全年与NARCO收购和HWI出售相关的净费用为8百万美元[42] - 2023年全年调整预计未来Bendix责任为0.49美元[43] - 自由现金流为215百万美元，较2023年同期的-977百万美元增长[46] - 预计2024年自由现金流为5.6 - 6.0十亿美元[49]

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 ...