HONA Q3 Earnings Call Highlights Supply Chain Recovery and 2027 Growth

Honeywell Aerospace (HONA) beat Q3 earnings expectations with $2.21 EPS and $4.64B revenue, raising 2026 adjusted EPS guidance to $7.85-$8.00. The company announced a $500M capacity expansion and inaugural dividend but faces continued supply chain constraints from 70 suppliers, particularly in bearings, machining, and castings. Management expects margin pressures to persist through 2027 despite strong aerospace demand.