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13:00
Apr 29 ◎
Danny Deep President, General Dynamics Corporation GD Q1 FY26 call
The company's ability to grow deliveries is constrained by the supply chain, not demand, with a clear bottleneck in complex single-source components. — This pinpoints the supply chain as the limiting factor for aerospace growth, which could create pricing power and backlog for GD but also indicates potential for continued industry-wide delays.
HON
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About HON Analyst Coverage

Buzzberg tracks HON (Honeywell International) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Danny Deep.