Honeywell Aerospace Inc（HONA）资讯与事件HONAHoneywell Aerospace Inc

Honeywell Aerospace Shares Down 20% to $162.88

Honeywell Aerospace is down -20.0%, or -$40.77 to $162.88.

FY26 Organic Growth Forecast Cut to 4%-5%

Sees FY26 organic growth 4%-5% vs. prior view 7%-9%. Sees FY26 Pro forma standalone adjusted EBIT $4.35B-$4.45B vs. prior view $4.65B-$4.75B.

Jefferies Estimates Radio Altimeter Upgrade Market at $4B-$7B

After the FAA published its final rule requiring radio altimeter upgrades to withstand 5G wireless networks, Jefferies said the upgrade of 50,000-60,000 radio altimeter upgrades is estimated at $4B-$7B, including 60-70 rebates paid to operators with positive implications for Honeywell Aerospace (HONA) and RTX Collins (RTX). The radar altimeter market is concentrated among a handful of avionics suppliers, with Honeywell Aerospace and RTX Collins serving as the primary competitors in commercial transport and military aviation, the analyst tells investors in a research note. The firm added that Honeywell has a large installed base, standardized ALA-52B platform, and a deep military presence, while Collins competes through highly integrated cockpit and sensor suites embedded across commercial/defense fleets.