Honeywell International Inc. (HON): Deconstructing a Conglomerate to Unlock Pure-Play Value

from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC

1. BUSINESS OVERVIEW & SEGMENT ANALYSIS Honeywell International Inc. is a diversified, software-industrial conglomerate at a pivotal juncture in its corporate history. With 2024 sales of approximately $38.5 billion, the company is undergoing a significant strategic transformation designed to sharpen its focus and unlock shareholder value by aligning its portfolio with three powerful secular megatrends: […]

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