Honeywell: Stable Margins Hiding Behind Portfolio Noise [Seeking Alpha]
Solstice Advanced Materials Inc. (SOLS)
Company Research
Source: Seeking Alpha
Portfolio simplification and spinoffs, including Solstice Advanced Materials and Automation/Aerospace separations, are expected to enhance earnings quality and margin predictability by FY27. Guidance for FY25 includes 6% organic revenue growth, adjusted EPS of $10.6–$10.7, and segment margins of 22.9–23.0%, with margin recovery anticipated post-portfolio reset. Valuation normalization to historical multiples implies 20–30% price upside, as market recognition of HON's resilient earnings profile should drive re-rating over time. JHVEPhoto/iStock Editorial via Getty Images Investment Thesis The investment thesis is built upon the durability of Honeywell 's ( HON ) earnings base, which is comprised of Aerospace aftermarket and service-led automation businesses that continue to provide stable margins and strong This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiat
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News
- Should Solstice's Shift Into Mid and Small-Cap Indexes Reshape the Core Investment Case for SOLS? [Yahoo! Finance]Yahoo! Finance
- Is Solstice Advanced Materials Fairly Priced After Its Recent 12.8% Monthly Surge? [Yahoo! Finance]Yahoo! Finance
- Honeywell expects $470 million charge from Flexjet settlement [Yahoo! Finance]Yahoo! Finance
- Solstice Advanced Mat (NASDAQ:SOLS) was downgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=SOLS&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall SMarketBeat
- Solstice Advanced Materials (SOLS): Is Its Recent 15% Share Price Climb Justified by Valuation? [Yahoo! Finance]Yahoo! Finance
SOLS
Sec Filings
- 11/6/25 - Form 8-K
- 11/5/25 - Form SCHEDULE
- SOLS's page on the SEC website