HON · News · 20260805N

Supply Chain Constraints

HONEYWELL INTERNATIONAL INC · 2026-08-05 · Importance 46 · Surprise 42

Honeywell Aerospace reported persistent supply-chain constraints that limited its ability to meet demand in the commercial aerospace market. The company prioritized original-equipment deliveries to Boeing and Airbus, diverting production from its higher-margin aftermarket business and worsening the sales mix. Honeywell Aerospace plans to qualify new suppliers and increase investment in supplier tooling to address the bottlenecks. The constraints were material enough to prompt a reduction in the 2026 organic sales-growth forecast to 4%-5% from 7%-9%.

Key facts

• Supply-chain constraints are forcing Honeywell Aerospace to prioritize OEM deliveries to Boeing and Airbus over its higher-margin aftermarket business. source