Honeywell Aerospace CEO Says Co Supply Base Has Not Been Able To Ramp In The Manner Expected Earlier This Year
HON•Supply base ramp and corrective measures
Honeywell Aerospace Inc HONA.O:
- Honeywell Aerospace CEO says co supply base has not been able to ramp in the manner expected earlier this year - conf. call
- Honeywell Aerospace CEO - I underestimated how long it would take to implement and see traction from the corrective measures we had taken
- Honeywell CEO - I underestimated how long it would take to implement and see traction from the corrective measures we had taken
- Honeywell CEO - critical and constrained suppliers represent roughly 2% of supply base, vast majority suppliers are delivering as expected
Supply constraints and demand conversion
- Honeywell Aerospace CFO says supply constraints are continuing to limit co's ability to convert demand into sales across all end markets
- Honeywell Aerospace CFO says conflict in Middle East and higher fuel prices did not have a material impact on aftermarket demand in Q2
2026 outlook
- Honeywell Aerospace CFO expects 2026 commercial aftermarket growth of low to mid-single digits as co navigates continued constraints in mechanical supply base
- Honeywell Aerospace CFO expects 2026 defense and space sales to be up mid-single digits, with domestic growth continuing to outpace international
- Honeywell Aerospace CFO expects commercial OE to grow at mid-single digit rate in 2026, with commercial air transport continuing to lead
