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Honeywell Aerospace Inc.

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Honeywell Aerospace shares plunged after its 2026 outlook cut exposed supply-chain bottlenecks constraining Boeing, Airbus and higher-margin aftermarket growth despite strong aerospace demand. Representative image.
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Honeywell Aerospace shares plunge 23% after 2026 forecast cut exposes supply-chain bottleneck

Honeywell Aerospace Inc. lost almost a quarter of its market value after cutting 2026 sales and profit expectations only weeks after becoming independent. Demand remains strong, but supply constraints are preventing the aerospace supplier from converting its $18.2 billion backlog into the higher-margin growth investors expected from the spin-off.