Honeywell's aerospace and defense exposure rides the global rearmament wave, while its automation segment benefits from factory reshoring. The recent business portfolio split announcement could unlock value across its four pillars. Quantum computing JV with Cambridge adds a long-dated tech option. Process automation orders inflecting on chemicals and LNG capex.
Thesis reviewed May 29, 2026
Honeywell International Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🏭Industrials29WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WM | Waste Management, Inc. | 36 | +3% | ↓6% | NEUTRAL |
| NSC | Norfolk Southern Corporation | 36 | +3% | ↓6% | NEUTRAL |
| HON | Honeywell International Inc. | 33 | +8% | ↓6% | EARLY |
| PH | Parker Hannifin Corporation | 33 | +9% | ↓6% | EARLY |
| ETN | Eaton Corporation plc | 33 | +16% | ↓6% | EARLY |
| OTIS | Otis Worldwide Corporation | 33 | +7% | ↓6% | NEUTRAL |
| UNP | Union Pacific Corporation | 33 | +7% | ↓6% | EARLY |
Investors who hold HON may also have indirect exposure through these country funds.
Aerospace aftermarket revenue +15% YoY in Q1 2026
Honeywell Process Solutions wins multi-year LNG controls contract in Qatar
Estimates · Yahoo Finance · Not audited figures
[Senate Hearing 119-22] [From the U.S. Government Publishing Office] S. Hrg. 119-22 NOMINATION OF LINDA MCMAHON TO SERVE AS SECRETARY OF EDUCATION ======================================================================= HEARING OF THE COMMITTEE ON HEALTH, EDUCATION, …
[Senate Hearing 119-323] [From the U.S. Government Publishing Office] S. Hrg. 119-323 TO CONSIDER THE NOMINATIONS OF: MR. BRAD- LEY D. HANSELL TO BE UNDER SECRETARY OF DEFENSE FOR INTELLIGENCE AND SECU- RITY; MR. EARL G. MATTHEWS TO BE GENERAL COUNSEL OF THE DEPARTMENT OF DEFENSE; MR. DALE R. MARKS TO BE ASSIST- ANT SECRETARY OF…
Hearing: HEARING ON THE NOMINATION OF THE HONORABLE LEE M. ZELDIN TO BE ADMINISTRATOR OF THE ENVIRONMENTAL PROTECTION AGENCY
[Senate Hearing 119-1] [From the U.S. Government Publishing Office] S. Hrg. 119-1 NOMINATION OF HON. RUSSELL VOUGHT ======================================================================= HEARING BEFORE THE COMMITTEE ON HOMELAND SECURITY AND GOVERNMENTAL AFFAIRS UNITED STATES SENATE…
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Julie JohnsonTX | Buy | $1k–$15k | Sep 23, 25 | ||
| Alan Armstrong | Sell | $50k–$100k | Mar 24, 26 | ||
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Dan NewhouseWA | Buy | $1k–$15k | Jul 10, 26 | ||
| Maria Elvira SalazarFL | R | Buy | Unknown amount | Mar 24, 26 | +7.6% |
| Angus S King, Jr. | Buy | $1k–$15k | Dec 29, 25 | +8.7% | |
| Sheldon Whitehouse | Sell | $15k–$50k | Sep 4, 25 | +22.7% | |
| Sheldon Whitehouse | Sell | $15k–$50k | Apr 3, 25 | +18.8% | |
| Markwayne Mullin | Sell | $15k–$50k | Feb 13, 25 | +22.8% | |
| Thomas H Tuberville | Sell | $15k–$50k | Oct 29, 24 | +13.8% | |
| Sheldon Whitehouse | Sell | $1k–$15k | Oct 29, 24 | +20.4% | |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | +32.2% |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | +26.0% |
| Greg LandsmanOH | D | Buy | $1k–$15k | Jan 18, 23 | +33.2% |