Honeywell

HON

Market cap $149B

Honeywell International (HON) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Industrial companies providing essential infrastructure are appealing for the steady cash flow and reliable dividends. Honeywell and Emerson are two examples as they focus on industrial automation and divest from legacy businesses.

Digital  process and automation technologies will help Africa's largest refinery increase operational efficiency and throughput, enhance equipment reliability and maximize asset value CHARLOTTE, N.C., April 9, 2026 /PRNewswire/ -- Honeywell (NASDAQ: HON) today announced it is providing connected services, advanced digital performance monitoring and operator training to the Dangote Petroleum Refinery in Lekki, Nigeria — the world's largest single-train petroleum refinery.

Honeywell tests key breakout support following a pullback, with moving averages and price structure signaling a potential continuation higher if critical levels hold.

Stanley Black & Decker is focusing on its core strengths as it works to clean up its balance sheet. UPS is aiming for greater efficiency by reducing lower-margin businesses, cutting jobs, and modernizing.

We bought four “new” holdings in the quarter. Two of the four — Blackstone and Otis — we have owned before. In IT, we exited Oracle and trimmed Broadcom. Our five-year investment in Oracle proved highly profitable as the company transitioned its business model from licensing to software-as-a-service. On the semiconductor side, we modestly reduced our position in Broadcom to fund our new investment in Taiwan Semiconductor.

Honeywell International Inc. (HON) concluded the recent trading session at $223.84, signifying a -1.91% move from its prior day's close.

Honeywell is a quietly dominant edge AI infrastructure play, with an estimated 35% of revenue tied to rugged devices that run AI on factory floors, oil rigs, and power plants.

HON's Aerospace unit posts strong growth on aviation and defense demand, with momentum expected to continue into 2026.

EXTON, Pa.--(BUSINESS WIRE)--Innovative Aerosystems (Nasdaq: ISSC), a U.S.-based company specializing in the engineering, manufacturing, and supply of advanced avionic solutions, announced today that it has acquired from Honeywell International Inc. (“Honeywell”) (NASDAQ: HON) an exclusive perpetual license covering unique and related parts, intellectual property, customer contracts, OEM and aftermarket production and repair, and program assets associated with Honeywell power generator systems.