HON · News · 20260822N

Aerospace Supply Chain Constraints

HONEYWELL INTERNATIONAL INC · 2026-08-22 · Importance 58 · Surprise 42

Honeywell Aerospace has an order backlog of $18.2 billion, indicating continued demand for its aerospace products and services. Supply chain bottlenecks are delaying fulfillment and shifting the delivery mix toward lower-margin original equipment. This mix shift is reducing the near-term contribution from higher-margin aftermarket sales and affecting the aerospace earnings trajectory.

Key facts

• Supply chain bottlenecks are causing Honeywell to shift toward lower-margin original equipment deliveries over higher-margin aftermarket sales. source