Honeywell Splits Into Three Companies; Analysis of Which Is Best for the Aerospace Boom
In October 2025, Honeywell International completed its spinoff into three separate companies: Solstice Advanced Materials (SOLS), Honeywell Technologies (HON), and Honeywell Aerospace (HONA). The aerospace sector is expected to see significant growth due to modernization needs in commercial and defense fleets. While Honeywell Aerospace appears the most directly aligned with this boom, both Solstice and Honeywell Technologies also benefit from increased aerospace spending through their specialized products used in aircraft manufacturing and maintenance. In Q3 2025 (before the split), Honeywell Aerospace reported strong sales growth of 15% year-over-year. However, since its spinoff as an independent company earlier this year, it has seen a decline in stock performance due to short-term costs from separation activities and reduced guidance for full-year revenue growth. Solstice is forecasting higher mid-point growth at 6%, while Honeywell Technologies expects moderate gains of around 3-4%. Investors remain cautious about the future outlook for all three companies, with each experiencing declines in stock price since their respective spinoffs.
Tickers: $HON $HONA $HONAV $SOLS
Topics: aerospace chemicals Honeywell split industrial automation