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Honeywell Technologies (HON): Buy After the Breakup?
Honeywell has completed its long-awaited breakup, separating Honeywell Aerospace from the newly focused Honeywell Technologies. CSI walks through Honeywell's Q2 2026 earnings report, covering the building automation, process automation, and industrial automation segments, and explains why organic sales growth alone doesn't tell the full story: the real story is what's happening to margins.
The conversation digs into the recently closed Johnson Matthey Catalyst Technologies acquisition, the LNG equipment business driving process automation orders, and the divestitures of Honeywell's…
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