Honeywell Aerospace Inc. — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 72/100
What the filing says
Honeywell Aerospace (HONA), spun off June 29, 2026, reported Q2 2026 sales of $4.5B (up 5% YoY) and adjusted EBIT of $1.0B. However, the company cut full-year 2026 organic sales growth guidance from 7–9% to 4–5%, and pro forma adjusted EBIT guidance from $4.65–$4.75B to $4.35–$4.45B, citing supply chain constraints and $100M in separation/inventory charges. Backlog grew 9% to $18.2B; major wins include IndiGo (810 A320neo aircraft) and Aeromexico contracts.
Why this rating
Post-spinoff guidance cut of 25–40% is material relative to a newly independent $4.5B quarterly revenue company; supply-chain headwinds and separation costs signal near-term operational friction offsetting strong backlog growth.
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