** Honeywell HON.O reported a rise in fourth-quarter revenue and profit on Thursday, buoyed by continued strength in its aerospace unit and related aftermarket services
** Stock has "buy" rating on average from 30 analysts; median PT is $236.5 - data compiled by LSEG
WHEN ONE WING SOARS AND THE OTHER FLAPS
** J.P. Morgan ("overweight", PT: $260) says results remain split, with Aerospace and Building Automation leading, while Performance Materials and Technologies and the smaller Industrial Automation unit lag, and expects this to continue
** RBC Capital Markets ("outperform", PT: $268) says the feel‑good elements of Honeywell's transformation were the earlier timeline for the Aerospace spin, now set for the third quarter of 2026, and news that the PSS and Warehouse Automation businesses are expected to be sold in the first half of 2026
** Wells Fargo ("equal weight", PT: $235) says portfolio progress is on track, with the planned sales of Productivity Solutions & Services (PSS) and Warehouse & Workflow Solutions (WWS) expected in 2Q26
** Morningstar (fair value: $198) says "Honeywell's organic growth has improved in recent quarters, but segment results remain bifurcated, which has been the crux of the firm's performance in recent history"
(Reporting by Akriti Shah in Bengaluru)
((akriti.shah@thomsonreuters.com))
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