Substack · D Invests
New Buy : Honeywell Aerospace $HONA
"The Quiet Giant of Aviation: Why Honeywell Aerospace Deserves a Closer Look"
Since publication +10.7% α +10.8 pp vs S&P 500 · USD
US · 4 entries · 4 publications
HONA
Honeywell Aerospace Inc.
- Entries
- 4
- Bullish
- 1
- Bearish
- 0
- First
- Jun 19, 2026
- Latest
- Sep 26, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on HONA at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- September 2026 2 entries
Substack · The Pursuit of Compounding
Honeywell Aerospace: The 2% of Suppliers Choking the $18B Backlog
Concentrated constraints, a 33% drawdown, and what the RTX/GTF history teaches us about the shape of the recovery.
Since publication +10.6% α +10.4 pp vs S&P 500 · USD
- June 2026 2 entries
Substack · Origo Research
Flash | Quick Thoughts on Honeywell Valuation Post Spin-Off
Yesterday Honeywell completed the spin-off of its Aero Technologies division trading under the new ticker $HONA.
Since publication −23.7% α −26.1 pp vs S&P 500 · USD
Substack · Michael | Stock Spotlight
Backing Into $HONA Valuation Before the Spin
Using the when-issued quote to estimate Honeywell Aerospace’s implied EV/EBIT multiple and compare it against aerospace peers
Since publication −35.4% α −38.1 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.