Public companies › HON

Honeywell HON · NASDAQ

Government aviation-parts contract record, attributed to 23 vendor units (CAGE codes) owned by Honeywell. Data only; not investment advice.

$288.9M

obligated, last 52 weeks

-30%

vs prior 52 ($414.7M)

1,304

contract actions, 52 weeks

—

obligated, last 90 days

Outlook, next month

— No lean

Weeks like this one (356 cases) have not been followed by a consistent move either way: +0.1% versus the sector, ahead 49% of the time. Historical tendency of similar weeks, not a forecast and not advice.

Flow Score

week of 2026-09-21 · same for every reader · method and track record

Contract flow this week: unusually weak · last month: flat · FAA directives: none

In primes and large-caps, weeks like this (356 cases since 2012) show no measurable effect: +0.1% over the next 20 trading days versus the aerospace ETF, ahead 49% of the time, against +0.1% in ordinary weeks.

A description of the current state of public contracting data and its measured history. Not a recommendation to buy, sell or hold anything.

Our current read

frozen September 23 · scored after 20 trading days (about October 21)

49% chance Honeywell beats the aerospace sector over the next 20 trading days; expected excess move +0.1%. In words: about as likely as not to beat the sector.

Based on 360 comparable weeks since 2012 (same company size, same contract-flow level: unusually weak), pulled toward 50% when the evidence is thin. This number was written down on September 23 and cannot be changed; it is scored against the actual price when the horizon arrives.

Our record on HON: no scored calls yet; the first score lands about four weeks after the first read.

A probability, not a recommendation. Every read we have ever made, and how it turned out, is on the research page.

How to read this, in plain terms

The idea. Every week the government signs contracts for aircraft parts, and we know which company won them. When a company suddenly wins far more than its usual week, a natural question is whether its stock tends to move in the weeks after. We measured that for every company on this site, every week since 2012, and this box reports what we found for weeks that look like the current one.

Outlook is the answer in three words. ▲ Leaning higher means that in past weeks like this one, stocks of this size usually went on to beat the aerospace sector over the following month, and did so often enough and by enough that it is unlikely to be chance. ▼ Leaning lower is the reverse. — No lean means the record shows no consistent move either way, which is the honest answer most weeks and for most of the largest companies.

Flow Score is the current week in words: whether this company's contract flow is unusually strong, normal or weak compared with its own past year; whether it is rising or falling over the last month; and whether the FAA has recently issued directives against its products.

What it is not. A tendency in past data, not a forecast, and not a recommendation. Sample sizes are shown so you can weigh it yourself; a lean built on 400 cases means more than one built on 40. Stocks move for many reasons that have nothing to do with parts contracts. Use this as one input, alongside everything else you know.

The weeks behind this outlook (356 comparable weeks; the 40 most recent shown)

Every week since 2012 in which a company of this size had contract flow in the same state as Honeywell has now. “Next month” is how the stock did against the aerospace sector over the following 20 trading days.

Week ofCompanyContract flow that weekvs. its normalNext month
2026-08-17HEICO—unusually weaktrailed by 1.6%
2026-08-17TransDigm—far belowbeat by 1.5%
2026-08-17Honeywell—unusually weakbeat by 5.9%
2026-08-17Boeing—unusually weakbeat by 2.7%
2026-08-17Northrop Grumman—unusually weakbeat by 2.9%
2026-08-10Textron (Bell, Cessna, Beechcraft)—unusually weakbeat by 6.8%
2026-08-10TransDigm—far belowbeat by 1.0%
2026-08-10Honeywell—unusually weakbeat by 6.1%
2026-08-10Northrop Grumman—unusually weakbeat by 3.3%
2026-08-10HEICO—unusually weaktrailed by 5.4%
2026-08-10Boeing—far belowbeat by 1.7%
2026-08-03L3Harris—unusually weaktrailed by 0.9%
2026-08-03Northrop Grumman—unusually weakbeat by 3.5%
2026-08-03HEICO—unusually weaktrailed by 3.0%
2026-08-03Honeywell—unusually weaktrailed by 0.6%
2026-08-03Boeing—far belowbeat by 1.8%
2026-08-03TransDigm—far belowbeat by 4.4%
2026-07-27Honeywell—unusually weaktrailed by 5.2%
2026-07-27Northrop Grumman—unusually weakbeat by 5.9%
2026-07-27HEICO—far belowtrailed by 0.5%
2026-07-27RTX (Raytheon, Pratt & Whitney, Collins)—far belowbeat by 2.1%
2026-07-27TransDigm—far belowbeat by 3.4%
2026-07-27Boeing—far belowtrailed by 1.6%
2026-07-27Parker-Hannifin—far belowbeat by 6.9%
2026-07-27Lockheed Martin—far belowbeat by 4.1%
2026-07-20TransDigm—far belowtrailed by 4.6%
2026-07-20HEICO—far belowtrailed by 2.6%
2026-07-20Boeing—far belowtrailed by 0.9%
2026-07-20Northrop Grumman—unusually weakbeat by 2.7%
2026-07-20Honeywell—far belowtrailed by 8.3%
2026-07-20L3Harris—unusually weaktrailed by 11.7%
2026-07-20RTX (Raytheon, Pratt & Whitney, Collins)$24Kunusually weaktrailed by 1.2%
2026-07-20Parker-Hannifin—far belowbeat by 9.2%
2026-07-13Boeing—far belowtrailed by 0.0%
2026-07-13Parker-Hannifin—far belowtrailed by 1.1%
2026-07-13GE Aerospace (incl. CFM International)—unusually weaktrailed by 2.1%
2026-07-13Honeywell—far belowtrailed by 11.1%
2026-07-13L3Harris—unusually weaktrailed by 9.3%
2026-07-13Northrop Grumman—far belowbeat by 4.5%
2026-07-13HEICO—far belowbeat by 1.9%

Honeywell itself, in this state before: 46 weeks, beat the sector 48% of the time, -0.8% on average.

One square per past week, most recent first; green beat the sector, red trailed. Hover for the week and the number. Too few squares to lean on is a fair reading; the size-class record above is the larger sample.

Did big contract weeks lead anywhere? The last two years

Each week's contract flow (line) and what the stock then did over the following month compared with the aerospace sector (bars).

Blue line: how much government contract money the company won that week, compared with its own usual week. Dots are the weeks that counted as unusually strong.
Green bar: in the month after that week, the stock did better than the aerospace sector.
Red bar: it did worse. Grey: that month is not over yet.

What to look for: if the dots are usually followed by green bars, big contract weeks have tended to lead somewhere for this company; if the bars under the dots are as often red as green, they have not.

Weekly obligations, this year against last

FPDS aviation-parts actions, all agencies, by signing week.

Units that win

What they win, by supply class

  • 2835 GAS TURBINES AND JET ENGINES; NON-AIRCRAFT PRIME MOVER, AIRCRAFT NON-PRIME MOVER$132.2M · 169
  • 1680 MISCELLANEOUS AIRCRAFT ACCESSORIES AND COMPONENTS$59.6M · 249
  • 2840 GAS TURBINES AND JET ENGINES, AIRCRAFT, PRIME MOVING; AND COMPONENTS$56.6M · 86
  • 1660 AIRCRAFT AIR CONDITIONING, HEATING, AND PRESSURIZING EQUIPMENT$13.8M · 351
  • 2915 ENGINE FUEL SYSTEM COMPONENTS, AIRCRAFT AND MISSILE PRIME MOVERS$10.9M · 203
  • 2995 MISCELLANEOUS ENGINE ACCESSORIES, AIRCRAFT$8.0M · 68
  • 2925 ENGINE ELECTRICAL SYSTEM COMPONENTS, AIRCRAFT PRIME MOVING$2.0M · 7
  • 1630 AIRCRAFT WHEEL AND BRAKE SYSTEMS$1.6M · 49
  • 2910 ENGINE FUEL SYSTEM COMPONENTS, NONAIRCRAFT$1.4M · 18
  • 1560 AIRFRAME STRUCTURAL COMPONENTS$1.3M · 36

Top NSNs

  • 01-459-3968 NOUN: DIFFUSER, AIRCRAFT G NSN: 2840-01-459-3968 PN: 2-110-180-05$6.5M
  • 01-327-4184 DELIVERY ORDER SPRRA1-26-F-0016 IS FOR 16 EACH OF FUEL CONTROL, NSN 2915-01-327-$553K
  • 01-585-4929 SPARES BUY FOR 8 UNITS FOR NSN 7RH 1680-01-585-4929 P8$346K
  • 01-327-8856 NOUN: ROTOR, TURBINE, NONAI NSN: 2835-01-327-8856 PN: 3842133-1$234K
  • 01-388-8204 NSN: 2840-01-388-8204 NOUN: VANE ASSEMBLY,COMPR PN: 2-101-790-39$205K
  • 00-980-0301 PURCHASE ORDER FOR NSN 2840-00-980-0301$153K
  • 01-501-4998 REPAIR OF 4 UNITS OF NSN 2995 015014998$63K
  • 00-777-0154 NEW MANUFACTURE OF: ACTUATOR,ELECTROMEC NSN 1660007770154 APPLICABLE TO MULTIPL$58K
  • 01-317-7807 REPAIR OF 2 UNITS OF NSN 1660 013177807$22K
  • 01-480-5040 REPAIR OF 1 UNIT OF NSN 1680 014805040$12K
  • 01-466-6247 DLA SPARES CONTRACT HOUSING,ANTIFRICTIO NSN: 2840-01-466-6247 MFR CAGE: 99193 MF—
  • 01-221-3247 REPAIR OF 2 UNITS OF NSN 7R 2925 012213247 - STARTER, ENGINE—

Latest contract actions

Each row is one FPDS action. Click the stock number for its page, the part number for sellers, the unit for its vendor record, or the PIID for the award on FPDS. $0 is a modification that moved no money.

SignedAgencyItemNSNUnitObligatedRecord
2026-06-29DEPT OF DEFENSETIGER III PDO 17.1 PM ABRAMS HARDWARE—99193$34.1MFPDS →
2026-06-29DEPT OF DEFENSE8512201011 PISTON,RACK—02LU7$34KFPDS →
2026-06-29DEPT OF DEFENSE8512199568 DIAPHRAGM ASSY—02LU7$33KFPDS →
2026-06-29DEPT OF DEFENSE8512205873 RETAINER,GREASE—02LU7$24KFPDS →
2026-06-29NATIONAL AERONAUTICS AND SPACE ADMINISTRATIONROMAN SPACE TELESCOPE INSTRUMENT CARRIER (IC) LAUNCH LOCK AND VIBRATION ISOLATION SYSTEM (LLVIS)—61962$19KFPDS →
2026-06-29DEPT OF DEFENSE8512205095 ADAPTER,BLEEDER SCR—02LU7$8KFPDS →
2026-06-29DEPT OF DEFENSE8512115892 COVER,BEARING—02LU7$1KFPDS →
2026-06-26DEPT OF DEFENSE8511925914 DISC,METERING—02LU7$0FPDS →
2026-06-26DEPT OF DEFENSETIGER III MOD TO ADD PSC CODE IN ORDER TO ADD TO ACWS SYSTEM.—99193$0FPDS →
2026-06-25DEPT OF DEFENSE8512201194 SHAFT,CAM,GOVERNOR—02LU7$11KFPDS →
2026-06-25DEPT OF DEFENSE8512203491 SHAFT,STEM CUT OFF—02LU7$10KFPDS →
2026-06-25DEPT OF DEFENSE8512200865 ADAPTER,PICK UP—02LU7$8KFPDS →
2026-06-25DEPT OF DEFENSE8512151707 GUIDE,LOWER,MODULAT—02LU7$3KFPDS →
2026-06-25DEPT OF DEFENSEHEAT EXCHANGER—02LU7$0FPDS →
2026-06-25DEPT OF DEFENSE8510299697 —02LU7—FPDS →
2026-06-24DEPT OF DEFENSE8512010005 DIFFUSER TUBE ASSEM—02LU7$63KFPDS →
2026-06-24DEPT OF DEFENSE8512170980 AIR DATA MODULE,AIR—02LU7$41KFPDS →
2026-06-24DEPT OF DEFENSE8512195744 COVER MOTOR UNIT—02LU7$38KFPDS →
2026-06-24DEPT OF DEFENSE8512195874 SLEEVE,SOLENOID FUE—02LU7$13KFPDS →
2026-06-24DEPT OF DEFENSE8503408125 DIAPHRAGM ASSY,VALV—64547$0FPDS →

Plus 224 DLA contracts in the last 30 days, $13.5M in contract value (DIBBS award history, counted per contract).

FAA Airworthiness Directives naming their products, 12 months

None in the last 12 months, or this company does not hold a type certificate.

In the news

Attribution is by vendor name against a curated map of listed parents and known subsidiaries; joint ventures and recent acquisitions can be missed. Obligations are FPDS aviation-parts actions above the micro-purchase threshold, by signing date. This page is a record of public contracting data. It is not investment advice and PartsAndPlanes makes no recommendation about any security.

Get the daily Market Pulse

New DLA RFQs, SAM.gov notices, yesterday's awards and FAA directives, weekday mornings. Free, one click to leave.