Honeywell Aerospace CEO: Top priority is to invest in supply base to unlock capacity
Speakers
Jim Currier
— CEO, Honeywell Aerospace
Summary
Honeywell Aerospace CEO Jim Currier discusses the company's spin-off as a standalone pure-play, highlighting the ability to invest organically and inorganically to unlock capacity from a record $19 billion backlog. He emphasizes portfolio diversification across commercial and defense for business resilience.
- Honeywell Aerospace begins trading after spinning off from Honeywell.
- CEO states top priority is investing in the supply base to unlock capacity.
- Record $19 billion backlog, up 20% year-over-year.
- Pure-play structure allows focused capital allocation and M&A.
- Technology is developed once and deployed across both commercial and defense end markets.
- International defense now represents 30% of the defense business.
- Diversified portfolio provides inherent business resilience.
Ideas
Pure-play spin-off unleashes focused growth.
As a pure-play standalone company, Honeywell Aerospace can now invest its capital more specifically into the supply base and M&A to unlock capacity and drive growth. The company has a record $19 billion backlog growing 20% year-over-year, and its diversified portfolio across commercial and defense end markets provides resilience.
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This CNBC video, published June 29, 2026, features Jim Currier discussing Honeywell Aerospace. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Jim Currier · Tickers: Honeywell Aerospace