What smart money is saying about Honeywell Automation
3 funds in our archive have pitched Honeywell Automation, most recently Cambiar Investors Opportunity Fund in September 2026.
Honeywell Aerospace, Inc. engages in the provision of aerospace and defense critical systems and technologies. It operates through the following segments: Electronic Solutions, Engines & Power Systems, and Control Systems. The Electronic Solutions segment supplies aerospace electronic systems and technologies such as avionics and navigation sensors and electromagnetic defensive solutions. The Engine & Power Systems segment manufactures propulsion systems, APUs, and electric power solutions. The Control Systems segment handles the supply of thermal and motion control systems that enable flight, life support, and safety for the aircraft. The company was founded in 1914 and is headquartered in Phoenix, AZ.
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Fund signal · last 12 months
3 lettersToo few moves on Honeywell Automation yet for a clear signal
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 Q2 2026 and Q3 2026, 3 fund letters reported a position in Honeywell Automation, with 3 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 2 | 0 | 2 |
| Q2 2026 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 3 moves
- September 2026
“the way. 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 Automation - New positionThe London Company Mid Cap StrategySeptember 2026
“● Initiated: Honeywell Aerospace Inc. (HONA) – HONA supplies commercial aviation, business jet, and defense customers and became independent through its June spin- off from Honeywell.”
Honeywell Automation - New positionBrown Advisory U.S. Value FundJune 2026
“we received shares in Honeywell Aerospace Inc (HONA) following the planned spin-off at the end of the second quarter.”
Honeywell Automation
Fund coverage · 3 theses
- Cambiar Investors Opportunity FundSeptember 2026
Honeywell Automation has a large installed base, monopolistic niches, high switching costs, pricing power, and strong free cash flow.
Read the full thesis - The London Company Mid Cap StrategySeptember 2026
Honeywell Aerospace has durable aftermarket revenue, high barriers to entry, and tailwinds from air travel and defense spending.
Read the full thesis - Brown Advisory U.S. Value FundJune 2026
Honeywell Aerospace is a leader in aircraft control systems, electronics and business jet engines that may re-rate and accelerate growth as a standalone company.
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