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21:00
Aug 05 ◎

HONA FY2026 Q2 Watch

Honeywell Aerospace Inc. (HONA) FY2026 Q2 Earnings Call

AIR.PA BA ANDURIL LMT ▾

Josh Jepson

Airbus build rate increases are driving demand for Honeywell OE content, though supply constraints limit the company's ability to fully capitalize on this demand.

"Commercial OE sales increased 6% year-over-year, led by double-digit growth in commercial air transport, where customers' build rates increased and our shipments continued to recouple to those rates."

AIR.PA WATCH

Jim Currier

Honeywell's broad exposure to various airframe OEMs helps it gather content wins, though a concentrated supply chain remains a bottleneck.

"We are upgrading our solutions on marquee platforms where we have substantial content, such as the F-35. At the same time, we are supporting non-traditional defense primes"

BA WATCH

Jim Currier

Honeywell is positioning itself to partner with new defense entrants, which could diversify its customer base and open new revenue channels.

"At the same time, we are supporting non-traditional defense primes, introducing new solutions with our ability to manufacture at scale and our proven commercial technologies, including navigation and electronic warfare."

ANDURIL WATCH

Jim Currier

Honeywell's content on the F-35 provides a stable revenue base and opportunities for upgrades, supporting its defense segment.

"We are upgrading our solutions on marquee platforms where we have substantial content, such as the F-35."

LMT WATCH

HIGH

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