Investment
Features
FeesSafety
Academy
More
Pluang+

Honeywell Aerospace shares drop 20% after supply chain issues force earnings and growth guidance cuts.

Analyst Insights
17 Sep 2026
Seeking Alpha
View Source
Bullish
Honeywell Aerospace shares drop 20% after supply chain issues force earnings and growth guidance cuts.

Honeywell Aerospace (HONA) shares fell about 20% after its first standalone earnings call post spin-off, where management cut full-year revenue and profit forecasts due to unexpected supply chain problems. The company had previously focused on efficiency by moving to single-source suppliers, which contributed to the issues. At a 20x price-to-earnings ratio, HONA trades at a roughly 50% discount to its sector, despite expectations that normalized growth could justify a 30x multiple. Once supply chain challenges are resolved, earnings per share are expected to grow in the mid-teens percentage range, supported by rapid debt reduction, potentially driving the share price to $400 by 2030 with a high 20% internal rate of return.

Honeywell Aerospace shares faced challenges as noted in recent earnings, while the Industrials sector on Pluang showed broad gains. Of 76 priced US Industrials stocks, 64 rose and 8 fell as of Sep 17, 2026 19:02 WIB. Notable movers include Bloom Energy at USD 282.50 with a 4.62% increase and 99% buy orders, Powell Industries at USD 184.06 up 3.57%, and Intuitive Machines at USD 14.32 rising 3.24%.

More News

Fluence Energy cuts 2026 revenue forecast, stock target slashed 47% on production delays.

Fluence Energy cuts 2026 revenue forecast, stock target slashed 47% on production delays.

Fluence Energy's stock price target was cut sharply from $15.00 to $4.00 by RBC Capital analyst Christopher Dendrinos after the company slashed its 2026 revenue forecast from $3.00 billion to $2.40 billion. The company now expects an adjusted EBITDA ...

Analyst Insights
Bearish
42 minutes ago
Regency Centers posts strong Q2 results, expands EV charging, but Scotiabank lowers price target to $81.

Regency Centers posts strong Q2 results, expands EV charging, but Scotiabank lowers price target to $81.

Regency Centers reported solid Q2 2026 results with Funds From Operations (FFO) at $1.21 per share and a 3.8% growth in same-property Net Operating Income (NOI). The company raised its full-year guidance, signaling confidence in continued growth. Reg...

Analyst Insights
Bullish
50 minutes ago
Ciena reports 37% revenue growth, poised for AI-driven optical networking boom.

Ciena reports 37% revenue growth, poised for AI-driven optical networking boom.

Ciena reported a 37% revenue increase to $1.67 billion and a 215% rise in adjusted EPS to $2.11 in its fiscal third quarter, driven by strong demand from AI and cloud infrastructure. The company is well positioned to benefit from the AI networking ma...

Company Fundamentals
Bullish
1 hour ago
Five Below CHRO Maureen Gellerman sells 1,610 shares for $401,000

Five Below CHRO Maureen Gellerman sells 1,610 shares for $401,000

Maureen Gellerman, Chief Human Resources Officer at Five Below, sold 1,610 shares of the company, generating $401,000 from the transaction. This insider sale may indicate personal financial planning or portfolio rebalancing but does not necessarily r...

Market News
Neutral
2 hours ago
ON Semiconductor drives AI and EV growth with new power tech and a 2030 vision despite neutral rating.

ON Semiconductor drives AI and EV growth with new power tech and a 2030 vision despite neutral rating.

ON Semiconductor is focusing on advanced power-density technologies for AI data centers and electric vehicles, aiming for $2.5 billion revenue from AI alone by 2030. Despite a Neutral rating from UBS, the company introduced its Embedded Power Platfor...

Market News
Bearish
2 hours ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App