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Honeywell Aerospace Sees Growth Despite Parts Shortages

October 29, 2026

1 min read

Key Takeaways

Honeywell Aerospace reported $4.64 billion in sales for Q3 2026.
Net income rose 13% to $737 million.
Unfilled orders reached $19.3 billion, up 12% from a year earlier.
Parts shortages limited production and growth.

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Strategic Implications

Honeywell Aerospace's growth may indicate a strong demand for aircraft systems and components, but parts shortages could suggest supply chain vulnerabilities. The company's efforts to deepen partnerships with suppliers and qualify additional material sources may help mitigate these risks and support future growth.

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What Happened

Supplier Reports Higher Sales And Profit In First Quarter Post Split

Honeywell Aerospace reported higher sales and profit in its first full quarter as an independent company, despite facing parts shortages that limited production and growth. The company saw a 2% increase in sales to $4.64 billion and a 13% rise in net income to $737 million. Unfilled orders reached $19.3 billion, up 12% from a year earlier. CEO Jim Currier said the company performed better than expected and is working to address supply chain issues. The news was first reported by AeroTime.

Source | Originally Published: October 28, 2026

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