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Honeywell International

HONleader

Honeywell is a diversified technology and manufacturing conglomerate with leading positions in aerospace, building automation, and industrial process controls. It is planning to separate into multiple focused companies.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($36.7B)

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Aerospace (35%)
Industrial Automation (25%)
Building Technologies (20%)
Energy & Sustainability Solutions (20%)

Segment Breakdown & Key Customers

Product Details

Aerospace35%

Avionics, engines, and connected aircraft systems for commercial and defense aviation

Industrial Automation25%

Process control, sensors, and warehouse automation systems

Building Technologies20%

HVAC, fire, security, and building management systems

Energy & Sustainability Solutions20%

Refining catalysts, UOP technology, and advanced materials

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)보잉 737 MAX 생산 재개 일정미국 인프라 2차 집행 예산 확정

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AI Analysis

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Company Info

Headquarters

Charlotte, North Carolina, USA

Founded

1906

Employees

97,000+

Sector Overview산업재

Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Key Themes

  • CHIPS·IRA법 → 반도체·배터리 공장 건설 붐 — 건설기계 수요 급증
  • GE Aerospace 엔진 납기 지연 → 보잉·에어버스 인도 차질 지속
  • 방산 수주 급증 — RTX·NOC·GD 백로그 사상 최대

Upcoming Catalysts

  • GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)
  • 보잉 737 MAX 생산 재개 일정