Honeywell International Inc.

🇺🇸NASDAQ Global Select
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Honeywell International Inc. stock analysis HON overview
Bullish +60

Jim Cramer Says “People Don’t Respect Honeywell” and “They’re Making a Very Big Mistake”

📞 Jim Cramer of Mad Money recently highlighted Honeywell International (NASDAQ: HON) during a discussion on the AI stock sell-off.

🤯 Cramer argued that investors are "making a very big mistake" by lacking respect for Honeywell's potential.

⏳ The company plans to split into separate entities focused on industrial, automation, and aerospace sectors effective June 30th.

❄️ Honeywell has already completed the spin-off of its chemical business in previous years.

✈️ Cramer believes the aircraft business will be fantastic once it is fully separated from the parent company.

🛠️ He predicts the company will resolve current issues similar to how DuPont did after their own breakup.

💡 The core logic of his argument is that separating divisions could unlock significant value previously suppressed by consolidation.

⚠️ Despite Cramer's bullish stance, a promotional section in the article suggests other AI stocks offer higher returns and 10,000% upside potential.

📊 The article also briefly mentions Extreme Networks (EXTR), Vita Coco (COCO), and Bloom Energy (BE) hitting new highs on earnings.

📈 Rush Street (RSI), MaxLinear (MXL), and NXP Semiconductors (NXP) are noted for soaring stock prices due to profit growth.

Bullish Signals
  • Jim Cramer highlighted that the upcoming June 30th corporate split into industrial, automation, and airline segments will unlock value.
  • Cramer believes the aircraft business is poised to become a fantastic standalone entity similar to DuPont once breakup purgatory ends.
  • The company has already successfully spun off its chemical division, demonstrating effective portfolio restructuring.
  • Cramer issued a strong recommendation that investors are currently making a 'very big mistake' by not respecting Honeywell.
Risk Factors
  • Jim Cramer explicitly states that investors 'don't respect Honeywell' and claims they are making a 'very big mistake,' indicating significant skepticism about the company's current valuation or direction.
  • The article suggests Honeywell is currently trapped in a 'breakup purgatory' following spin-offs, implying the market does not yet fully value the resulting businesses as DuPont was valued after its own splits.
  • Cramer conditions the potential for the aircraft business to become a 'fantastic business' on an external event: the end of the war in Iran, highlighting a significant geopolitical risk dependency for that segment.
  • The article positions Honeywell as less promising than other AI stocks, suggesting capital may be better deployed elsewhere rather than in HON.
  • Cramer describes the current aircraft business as merely a 'work in progress' that needs fixing, signaling operational challenges and potential cost burdens before realizing full value.
Full Analysis
On April 30, 2026, Jim Cramer appeared on his Mad Money program to discuss Honeywell International Inc. (NASDAQ: HON), characterizing the market's current lack of respect for the company as a significant error. Cramer highlighted Honeywell's planned corporate restructuring, noting that by June 30th, the conglomerate will effectively split into distinct segments including industrial operations, automation, and its airline business, following an earlier spin-off of its chemical division. He expressed strong optimism regarding the potential of the aircraft business once it is separated from the rest of the entity, comparing its future trajectory to DuPont's performance after similar changes. Cramer argued that the market undervalues the potential of these spun-off units, describing the current situation as a "breakup purgatory" that will be resolved once the structural changes take effect. He specifically noted that investors should realize the aircraft business is currently viewed as a work in progress but will transform into a fantastic enterprise upon separation from Honeywell's other operations. His core assertion was that by failing to respect the company's upcoming structure and potential, investors are committing a "very big mistake" regarding the stock's future valuation. Following his comments on Honeywell, the article shifts to promotional content for Insider Monkey, which contrasts HON with other AI-related stocks it claims offer higher promise and returns. The text mentions specific alternative investments, such as Extreme Networks (EXTR), Vita Coco (COCO), Bloom Energy (BE), Rush Street (RSI), and MaxLinear (MXL), noting their recent performance like all-time highs or significant stock price increases. Additionally, the article promotes a strategy involving 50% holdings in S&P 500 ETFs and 50% in Russell 2000 ETFs, citing a return of +498.7% quarterly for Insider Monkey as of February 18th, 2026, against benchmark performance. The content concludes with calls to action for readers to subscribe to the service or read further reports on other potential high-upside stocks.