
Honeywell’s post-earnings drop was disrespectful. Here’s where we stand on the stock
2025-07-24 19:28:14
On Thursday, an unjustified decrease in Haniole’s shares in Haniole on Thursday presented an opportunity to buy for new investors before the conglomerate disintegrated to three companies circulating publicly. In the second quarter on June 30, revenues increased by 8.1 % year on an annual basis to $ 10.35 billion, and export forecast of $ 10.07 billion, according to the LSEG market service. Organic sales advanced 5 % against last year, and more than twice the increase by 2.4 % that the street was searching for, according to FactSet. LSEG data showed that the arrow’s modified profits (EPS) increased 10.4 % from last year to $ 2.75, exceeding $ 2.66. The bottom line, as Jeff Marx said during a meeting on Thursday morning, was not a 5 % decrease in Haniole’s stock in the face of these results less than “disrespect.” Q2 was a strong offer of Haniole as revenues, organic sales growth, and Wall Street estimates, but the company’s expectations were also. The administration also raised its expectations for the entire year for all these three standards. We repeat our equivalent classification for purchase 1 and $ 255 for the target price. Hon Ytd Mountain Honeywell YTD was not all perfect. The sector’s margin was both disappointing for a quarter and in the front guidance of the company. This was partially due to the increase in research and development costs (R&D), including about $ 200 million in the aviation department. Although we do not want to see profit standards miss the mark, we believe that it is important for the administration to continue to move forward in growth investments. The commitment to research and development, even before the Haniole space, automation, and the division of advanced materials, will help enhance post -separation success. When talking about separation, we know that the works of advanced materials in Haniole will be stopped first. In the call, the administration has updated the targeted time frame for its completion, and narrowed it to the fourth quarter. The flight separation will be the next, as the team continues to target the back half of the year 2026. The remaining companies will become a pure playing company. “We are not awaiting the separation to reshape our wallet for future growth. We continue to publish capital selectively towards acquisitions, while announcing two new deals in the past two months,” said Vimal Kapoor, CEO of Haniole, adding that the team is still looking for alternative options for companies that do not correspond to the future vision of the company. Kapoor will be a guest on “Mad Money with Jim Cramer” Thursday evening. The quarterly quarter sales in the second quarter in the Haniole Space Technology Sector, the largest and most important unit in the company, estimated but still grown 10.7 % to $ 4.31 billion. On the call, the administration said that Aerospace was negatively affected by the efforts of a bomber in one of its original customers to manufacture equipment (OEM). DePonging indicates how long the customer tries to sell the excess stock and slow down or stop requests from his resource. The team believes that this issue will be the temporary opposite wind that should be abandoned in the back half of the year. The flight margin decreased in 175 basis points, or 1.75 percentage points, is mostly due to the integration of the continuous Caes systems. However, the administration expects the margins to improve in the back half of the year 2025 and start normalizing next year. The administration also highlighted that Caes has so far succeeded in increasing its revenues by two times, which was before their expectations. Looking at the opposite winds affecting the air space sector, it appears to be transient, from our point of view that anyone selling Haniole’s shares on Miss is myopia. Industrial automation sales decreased by 5 % to $ 2.38 billion, but they are still able to outperform expectations. The sector has witnessed growth in the solutions of the process, as well as sensing and safety. However, weakening continued to have warehouse solutions and workflow, as well as productivity solutions. Earlier this month, the company said it evaluates the strategic alternatives of these two late companies. Sales sales of automation, sales of energy and sustainability solutions were high on an annual basis and overcame expectations. The sales of advanced materials – planned, which fall under the last unit – were the highest year. Why do we have Haniole, an industrial technology provider in various industries. The company of the three -part company should be a juvenile to create the value of the shareholders. Competitors: Emerson Electric, RTX, weighing 3 meters in the portfolio: 1.84 %, the latest purchase: March 5, 2025 started: July 5, 2020, directives for the entire year guidance, as mentioned above, the administration raised its view of sales, organic growth, and average profits per share. Free cash operating forecasts have been left unchanged. However, the sector’s margin look has been revised. Here are Haniole’s directives for the entire year now on some of the main standards. Sales are in the range of 40.8 billion dollars to $ 41.3 billion (an increase from a previous group from 39.6 billion dollars to 40.5 billion dollars). This is a victory against an estimate of a consensus of 40.37 billion dollars, according to the growth of LSEG membership between 4 % and 5 % (an increase of a previous range of 2 % to 5 %), which is a victory against organic growth by 3.7 %, according to FactSet. The profits of one share are between 10.45 dollars and $ 10.65 per share (an increase of $ 10.20 to $ 10.50 previously). This is better than $ 10.42 for the expected stock, according to LSEG. The sector margin is between 23 % and 23.2 % (a decrease from 23.2 % to 23.5 % previously), which is less than 23.4 % that the street was looking for, according to FactSet. For the third quarter, Haniole’s guidelines were before sales expectations, organic growth, and modified EPS. However, as with full year’s expectations, the sector’s margin was in the range of 22.7 % to 23.1 % less than 23.6 % unanimity on FactSet. (Jim Kramer Charity Fund is Long Hoon. See here for a full list of shares. Jim is waiting for 45 minutes after sending a commercial alert before buying or selling an arrow in the Trust TRUST port. If Jim talks about an arrow on CNBC TV, he is waiting for 72 hours after issuing trade alert before the implementation of trade. 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