What smart money is saying about Honeywell Aerospace Inc.
4 funds in our archive have pitched Honeywell Aerospace Inc., most recently Weitz Investments Large Cap Equity Fund in September 2026.
Honeywell International Inc., which operates as Honeywell Technologies, is a global automation company serving the building, industrial, and process sectors. It operates through three segments: Building Automation, Process Automation and Technology, and Industrial Automation. The Building Automation segment provides fire detection and life safety systems, building controls and optimization software, energy management systems, access control, and video management software, along with installation, maintenance, and upgrade services. The Process Automation and Technology segment offers end-to-end process automation solutions, including control and safety systems, software, and services, as well as licensed process technologies, catalysts, adsorbents, equipment, and engineering services for the refining, petrochemical, gas processing, and liquefied natural gas industries. The Industrial Automation segment provides sensing and safety technologies, industrial measurement and process control instrumentation, thermal solutions, and smart energy and utility solutions. Its offerings are supported by the Honeywell Technologies Forge software and analytics platform. Honeywell International Inc. was founded in 1906 and is headquartered in Charlotte, North Carolina.
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Fund signal · last 12 months
15 lettersFunds are split between buying and selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2025 and Q3 2026, 18 fund letters reported a position in Honeywell Aerospace Inc., with 3 buys (opened or added) and 6 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 7 | 2 | 4 | 2 |
| Q2 2026 | 5 | 0 | 0 | 0 |
| Q1 2026 | 3 | 1 | 0 | 1 |
| Q3 2025 | 1 | 0 | 1 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 1 | 0 | 1 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 18 positions · 10 moves
- September 2026
“We exited positions in Cisco Systems in IT, Stryker in health care, Ferguson, Honeywell International and Honeywell Aerospace in industrials, Space Exploration Technologies, Walt Disney and T-Mobile in communication services and International Paper in materials.”
Honeywell Aerospace Inc. - September 2026
“Portfolio Positioning With the market obsessively focused on AI, we see compelling opportunities in overlooked areas, including financials, industrials, communications services and energy infrastructure. Financials is our largest sector exposure; with the sector a strong contributor in the quarter we trimmed Travelers, Visa and JPMorgan Chase to harvest some gains while maintaining meaningful positions. In industrials, we exited aerospace manufacturer and defense contractor RTX also on strong performance, and as we believe its elevated valuation now discounts future good news, as well as Honeywell International.”
Honeywell Aerospace Inc. - AddedCDT Capital VNAVSeptember 2026
“For us, we welcomed the likes of Honeywell Aerospace (HONA), Dick’s Sporting Goods (DKS), Salesforce (CRM), Alibaba (BABA) The Coopers Companies (COO) to our portfolio.”
Honeywell Aerospace Inc. - September 2026
“Honeywell International We sold the position in Honeywell International.”
Honeywell Aerospace Inc. - September 2026
“We sized up Honeywell Aerospace (HONA) and at the same time sold the automation business left behind in the parent company. Once the two companies traded separately, the market paid up for the latter and discounted the former. Part of our thesis on the conglomerate was a sum-of-the-parts discount. We exited the parent, now a pure-play automation company, when that discount to its peers closed.”
Honeywell Aerospace Inc. - July 2026
“I have been adding this month.”
Honeywell Aerospace Inc. - July 2026
“Two of our companies finished long-planned breakups within a week of each other, both on schedule.”
Honeywell Aerospace Inc. - June 2026
“*Honeywell Aerospace shares were received as a spin-off from Honeywell Technologies on June 29, 2026.”
Honeywell Aerospace Inc. - June 2026
“Portfolio Highlights The ClearBridge Appreciation Strategy underperformed the benchmark S&P 500 Index in the second quarter of 2026. On an absolute basis, the Strategy had positive contributions from eight of 11 sectors. The IT sector was the main positive contributor, while energy was the main detractor. In relative terms, stock selection and sector allocation detracted. Stock selection in IT, industrials, communication services, financials and consumer discretionary, overweights to materials and energy and an IT underweight detracted the most. Conversely, stock selection in materials and a consumer discretionary underweight were beneficial. On an individual stock basis, the biggest relative contributors during the quarter were ASML, Palo Alto Networks, ASM International, an underweight to Microsoft and not owning Palantir. The biggest detractors were Netflix, underweights to Micron Technology and Advanced Micro Devices, and not owning Intel and Applied Materials. During the quarter, we initiated new positions in SpaceX in communication services, Micron Technology, Cisco Systems, Advanced Micro Devices and Texas Instruments in IT and Diamondback Energy in energy. We exited Roblox in communication services, Boston Scientific and AbbVie in health care and Solstice Advanced Materials in materials. We also received shares of Honeywell Aerospace in the industrials sector following its spinoff from holding Honeywell International.”
Honeywell Aerospace Inc. - June 2026
“In addition to the transactions mentioned above, we received shares of Honeywell Aerospace in the industrials sector following its spinoff from holding Honeywell International.”
Honeywell Aerospace Inc. - June 2026
“Honeywell detracted approximately 10 basis points from absolute performance.”
Honeywell Aerospace Inc. - May 2026
“The Honeywell breakup now has a date.”
Honeywell Aerospace Inc. - New positionBrown Advisory U.S. Value FundMarch 2026
“Early in the quarter we initiated a position in Honeywell International (HON), which is nearing the end of a multi-year simplification process.”
Honeywell Aerospace Inc. - New positionBrown Advisory Large-Cap Sustainable ValueMarch 2026
“Early in the quarter we initiated a position in Honeywell International (HON), which is nearing the end of a multi-year simplification process.”
Honeywell Aerospace Inc. - HoldsBroyhill AMMarch 2026
“Honeywell was our second-largest contributor in the quarter.”
Honeywell Aerospace Inc. - September 2025
“• During the first nine months of 2025, the Fund added new positions in WEC Energy Group (WEC) and Amazon (AMZN), while it trimmed existing positions in Alphabet (GOOG) and US Bank (USB). The Fund exited its positions in Honeywell (HON), Principal Financial Group (PFG), Neogen (NEOG), and Target (TGT).”
Honeywell Aerospace Inc. - June 2025
Listed in Madison Dividend Income Fund’s reported holdings.
Honeywell Aerospace Inc. - ExitedMacquarie Value FundMarch 2025
“In February, we sold the Fund’s position Honeywell International Inc., a diversified multi-industrial company that operates globally in four main segments: Aerospace, Building Automation, Industrial Automation, and Energy and Sustainability Solutions.”
Honeywell Aerospace Inc.
Also mentioned · 4
These funds discuss Honeywell Aerospace Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedDeep Sail Capital Partners LPSeptember 2026
“Large aerospace companies like Honeywell and Moog own hundreds of smaller product lines that may be attractive businesses but are simply not meaningful enough to move the needle for a company of their size.”
Honeywell Aerospace Inc. - MentionedDeep Sail Capital PartnersJune 2026
“Within the ATS segment, Celestica supports highly complex capital equipment, aerospace, and defense programs for Tier-1 customers such as Applied Materials, Honeywell, Lam Research, and Raytheon.”
Honeywell Aerospace Inc. - MentionedNexPoint Event Driven FundDecember 2025
“U.S. corporate activity in the fourth quarter reflected an intensifying focus on portfolio optimization and shareholder value realization, with boards and management teams increasingly turning to spin-offs, strategic reviews, and divestitures as mechanisms to unlock equity value. While the volume of completed spin-offs was moderate, the quarter featured several spins, including Maple Leaf’s spin-off of Canada Packers Inc., Honeywell’s spin-off of Solstice, DuPont’s spin-off of Qnity Electronics, and Unilever’s spin-off of The Magnum Ice Cream Company.”
Honeywell Aerospace Inc. - MentionedRoyal London UK Dividend Growth FundDecember 2025
“Johnson Matthey provided insights into its net zero roadmap, approved by the Science Based Targets initiative (SBTi) and explained the implications of its £1.8 billion sale of Catalyst Technologies to Honeywell.”
Honeywell Aerospace Inc.
Fund coverage · 4 theses
- Weitz Investments Large Cap Equity FundSeptember 2026
Honeywell Aerospace is a self-help story post-spin-off, with management plans to fix supply chain issues and a valuation reflecting deep investor skepticism.
Read the full thesis - Broyhill Equity CompositeSeptember 2026
Honeywell Aerospace is attractive for its entrenched supply-chain position, high ROIC, and strong free cash flow.
Read the full thesis - Brown Advisory U.S. Value FundMarch 2026
Honeywell International Inc. offers a simplification story, sustainability exposure, and a compelling valuation after years of underperformance.
Read the full thesis - Madison Dividend Income FundMarch 2025
Honeywell is a high-quality investment in the Industrial sector with sustainable competitive advantages and plans to create shareholder value through a strategic breakup into three entities.
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