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On Thursday, the unjustified decline in Honeywell shares Honeywell presented the possibility of buying new investors before breaking the conglomerate in three publicly trade companies. The revenue in the second quarter, which ended on June 30, increased by 8.1% to $ 10.35 billion a year, leading $ 10.07 billion expectations, Service Data Service Lseg reports. According to Factset, organic sales have advanced by 5% compared to the period of the year compared to the period of the year. The share of the share (EPS) increased by 10.4% from $ 2.75 last year, which exceeded $ 2.66, the LSEG data showed. Essentially, as Jeff Marx put it during a morning meeting on Thursday, 5% drop in stock Honeywell before these results was nothing “disrespectful”. Q2 has become a strong show from Honeywell as a profit, organic sales growth and corrected EPS not only surpassed Wall -Rate estimates, but also the company’s expectations. The leadership also increased its view of the full year for all of these three indicators. We repeat our rating of 1 equivalent 1 and 255 per share. Hon Ytd Mountain Honeywell Ytd It wasn’t all perfect. The segment stock was disappointed for both the quarter and the company’s management. This was partly due to the increase in research and development costs (NDDK), including about $ 200 million in the aerospace department. Although we do not like to see how the income metrics miss the mark, we believe it is more important that the guide continues to go forward with growth. Belonging to the NDDKR, even ahead of the aerospace, automation and advanced Honeywell materials, will help promote success after the separation. Talking about the separation, we know that the Honeywell business will be swirling first. At the call, the management has updated the target terms to complete, narrowing it to the fourth quarter. The next compartment of the aerospace space will be if the team continues to target the posterior half of 2026. Other businesses will be a clean automation game. “We do not expect the division to review our portfolio for future growth. We still selectively unfold the capital towards the acquisition, announcing two new transactions over the last couple of months,” said Honeywell CEO Vimal Kapur, adding that the team is also still considering alternative business options. Kapoor will be a guest on “Mad Money with Jim Cramer” on Thursday night. Quarter comments in the second quarter of sales in the Honeywell aerospace technology segment, the largest and most important company units, have yet grown by 10.7% to $ 4.31 billion. On the call, the management stated that Destocking’s efforts on one of its original customers of the equipment (OEM) had adversely affected the efforts of Destocking. Destocking refers to when the client tries to sell extra inventory and slow down or stop orders from his provider. The team suggests that this issue will be a short wind, which should reduce the back half of the year. The reduction of the aerospace reserves by 175 basic points, or 1.75 percentage points, was mainly related to the constant integration of CAES systems. However, the management expects the margin to improve in the back half of 2025 and will start to normalize next year. The leadership also emphasized that Caes still grows at high double -digit speed that ahead of their expectations. Given that in the aerospace segment that affects the aerospace church, we really seem transitional, we believe that everyone who sells HoneyWell’s stock on Miss is near. Sales of industrial automation decreased by 5% to $ 2.38 billion, but still managed to overcome expectations. The segment has an increase in processal solutions, as well as sensing and safety. However, weakness continued in the warehouses and decisions of the workflow, as well as performance solutions. Earlier this month, the company said it evaluates strategic alternatives for these two backward enterprises. Sales of automation and energy automation and sustainability sales have increased in a year and overcome expectations. Sales of advanced materials – planned Spinap, which falls under the last unit – increased from year to year. Why we have Honeywell is a supplier of industrial technology for firms in various fields. A tear planned in three parts should be an event for creating values for shareholders. Competitors: Emerson Electric, RTX, 3 m. Weight in the portfolio: 1.84% The most recent purchase: March 5, 2025: July 5, 2020. The leadership on the unnecessary instructions, as we mentioned, the leadership increased its forecast for sales, organic growth and adjusted income. Operating and free cash flow forecasts remained unchanged. However, the segment stock forecast was revised below. That’s where the full indication of Honeywell on some key indicators now stands. Sales in the range of $ 40.8 billion to $ 41.3 billion (compared to the previous range from $ 39.6 billion). This is a beat compared to a consensus estimate of $ 40.37 billion, in accordance with the growth of LSEG organic sales between 4% and 5% (compared to the previous range up to 2% to 5%), which is compared to 3.7% organic growth, which is expected, Facttset reports. Profit profits per share from 10.45 to $ 10.65 per share (previously from $ 10.20 to $ 10.50). This is better than $ 10.42 per share, LSEG reports. According to FACSET, the margin segment from 23% to 23.2% (decreased from 23.2% to 23.5%), which is below 23.4%, which sought the street, Facttset reports. For the current third quarter, Honeywell’s guide is ahead of sales expectations, organic growth and adjusted EPS. However, as in the full year, the segment stock in the range of 22.7% to 23.1% was lower than 23.6% consensus on FACSET. (Jim Kramer’s charity Trust Long. Jim waits 45 minutes after sending the trade before buying or selling stocks in a charitable trust portfolio. When Jim told CNBC shares, he waits 72 hours after the trade is released before trading. There is no obligation and duty to be created by any information provided in connection with the investment club.
