Brief: Honeywell Aerospace CEO Says Co Supply Base Has Not Been Able To Ramp In The Manner Expected Earlier This Year - Conf. Call

Honeywell Aerospace

05/08/2026 23:17

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
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
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
Source text: [ID:]
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