HON · News · 20260904N

Aerospace Supply Chain Constraints

HONEYWELL INTERNATIONAL INC · 2026-09-04 · Importance 66 · Surprise 40

Honeywell Aerospace was reported to have an $18.2 billion backlog, providing long-cycle revenue visibility. Order momentum was described as double digit, indicating demand remains strong despite near-term execution constraints. Supply bottlenecks, spin-related costs, and elevated leverage were identified as factors suppressing near-term earnings and margins.

Key facts

• Honeywell Aerospace's near-term earnings and margins are being suppressed by supply bottlenecks, according to the report. source