HON · News · 20260822N

Aerospace Standalone Outlook

HONEYWELL INTERNATIONAL INC · 2026-08-22 · Importance 65 · Surprise 60

Honeywell Aerospace reset its second-quarter 2026 guidance after disappointing results, triggering a reported 23.16% one-day decline in Honeywell Aerospace shares. The aerospace business retains an $18.2 billion order backlog, indicating continued demand. Supply bottlenecks are shifting deliveries toward lower-margin original-equipment products and away from higher-margin aftermarket sales, pressuring near-term earnings and requiring a reassessment of Honeywell’s aerospace exposure.

Key facts

• Honeywell Aerospace shares fell 23.16% in one day following disappointing results and revised guidance. source