More than likely, Aero will be picked up by GE. This time I don't this EU is going to intervene with trump in the office.
Its probably the right place to make a competitive American company.
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We had the Honeywell aerospace ceo at Minneapolis Minnesota.
What I thought was interesting. Our strategic partners will help us thrive as a new entity. Then he used the exact words that they used in the Bloomberg article. What you guys claim wasn't true. Except he left out mega mergers.
With the current structure in place, we can't grow into a $30 billion company bosley in 10 years we're going to double.
Yet! Elliot management expects the shareholder value to grow within 1 to 2 years. I still say Elliot management is calling the shots. The CEO claimed Elliot has no control or influence over their decision. We will see. Business as usual.
We're going to keep all the management
There's not going to be any job cuts or major reorganization. I don't believe that for a second.
He also said what Chad GPT said. If there's going to be a mega merger or sale, listen to the words strategic partners. Which we heard yesterday.
Personally, I don't think GE will acquire it.
If that would be the case, it would have happened before the split. Now it will be a wait time.
The split will be closed by Q1/Q2 2026, and only after that can we talk about GE acquiring Honeywell Aerospace, so it is highly unlikely
Collin’s is a direct competitor to Honeywell on many product lines.
It really makes the most sense to break up Aero and sell defense to RTX, Commercial to Boeing and Space to to LM.
I think RTX takes over Honeywell Aero. They have a Raytheon presence in Arizona and a Collins presence in Phx. With P&W and Collins the portfolio also aligns well with Hon Aero.
i dont believe it either.
ge doesnt benefit from buying honeywell.
they could get everything by just outspending on new products and taking the market.
the only exception to that is the quatuum stuff... but i doubt that follows aero anyway. already a separate business. so what jewel do they want from honeywell?
i can squint and see emerson buying automation.
Yup GE aerospace is my bet
when you have Elliott type of venture investor, AKA "vultures". They are chasing the dollar or blood.
So think of it this way, Honeywell is dyeing. Kind a like when you see a vultures sitting patiently to see their pray die on the side of a road, before they feast. I.e. Elliot.
So now how would Elliot get the most out of it. ????
Well, lets take HON Aero, they would like to skinny it down to bones. Yes, blood will run down the dying road. and merge the revenue producing part with GE-Aero. The market will go Ooo lla la. and Eliot will make a ki-ling. Who cares about technology growth.
Apply same recipe to other Hon pieces..
https://www.bloomberg.com/news/newsletters/2024-11-15/honeywell-breakup-pushed-by-elliott-could-tee-up-megadeals-with-ge-rockwell
bloomberg is right because they get paid to print stories and float trial balloons.
why would ge buy aero again? what product or msrket are they looking to acquire?
engines? dont make me laugh.. avionics? we dont have a modern product.. anthem is not targeted at big planes or the military. guidance and nav? possible.. but then they could have bought l3 or any of a number of small imu providers.
honeywell aero is a 60 billion market cap standalone company.
dwarfed by ge aeros 220B.
if ge does buy aero blood will run in the streets. too many buildings. too many managers
No way with GE if any thing Honeywell mechanical and Honeywell avionics after the spilt
The cancer of Trumpism must be eliminated.
With GE and Honeywell Aero both being smaller than before, I think there is a greater chance of anti-trust approval. Especially since GE and Honeywell Aero no longer really compete head to head. Our engines are mostly (but not entirely) in different classes.
I disagree on the political angle. With the current US administration I would expect EU opposition to be even greater if the EU says 'no'.
I totally agree with you. In an interview with Elliott. He stated that you can’t make mega deals like Rockwell automation and General Electric aerospace. With the company in its current structure, the CEO of Honeywell in the same article made the same statement. That doesn’t mean it etched in stone. However, why would they mention these names if they didn’t have this planned already?
Why give up 40% of revenue and take a chance that these deals might not go through. I expect there’s some talking behind the doors. Probably before they even announce the spin off. They also probably check with US government antitrust monopolies.
My bet or opinion. Both companies agreed this would happen with Honeywell if they got rid of the anti-trust issues and spun off both companies. I also believe that Rockwell automation will be the parent company of automation. General Electric, the parent company of aerospace.
Last time you may try to merge with us. We want to be in charge. Look what happened to that deal. Wait what happens after the spin off takes place. I’d guess six months to a year later.
Bloomberg talked about it. In one their articles. I can display the link if you want to see it. Just asked me to display it, and I will link it to the next time I respond.
Bloomberg was right about the spin off. Since this other information is inside information. We will find out if the CEO of Honeywell and Elliot. We’re just throwing names around. I doubt they didn’t have this preplanned.
What I’ve read is when it comes to inside sources. Bloomberg is about 90% right.