Honeywell Aerospace

Hey, quick question.

Honeywell Aerospace, they did not get off to a good start after their spinoff.

but it seems like maybe things are settled a little bit.

It's now a good time to look at them as a long-term investment.

Other earnings-related gainers included Quanta Services, Intercontinental Exchange, Howmatt Aerospace, CRH, Carvana, Ford, eBay, and Chipotle.

Earnings decliners included Trane Technologies, O'Reilly Automotive, Honeywell Aerospace, Carrier Global, Hershey, Alny Lam, Pharmaceuticals, and Cognizant Technology.

M&A was in focus outside of earnings.

Marvel is reportedly in talks to acquire Lumentum.

We are going to talk about something that's come up several times lately, the DOJ's increasing use of the False Claim Act to enforce a variety of behaviors.

Here particularly, they recently settled a case with Honeywell Aerospace to resolve allegations that they violated the False Claims Act by failing to meet cybersecurity requirements in their defense contract.

What does this case tell us about what DOJ is really policing here in the cyber fraud investigations?

Well, this is a really important case and it's an important reminder.

And there's one law in particular that they are enforcing more aggressively than any administration prior to this date, and that's the False Claims Act.

And they're using it, and I'll talk a little bit about it, they're using it in a variety of ways to aggressively further their agenda and their policies that they want to sort of enforce.

Where it came here with the Honeywell case, Honeywell Aerospace, is really interesting because it's a very significant precedent.

They've done it before, but this is a case which I think sends a real signal to every defense contractor with regard to your cybersecurity sort of protocol program and making sure you meet certain government requirements.

I just looked up several notable and recent companies have executed or announced reverse stock splits.

And that was Honeywell scheduled for a one for two reverse stock split effective June 29, 2026, following the Honeywell Aerospace spinoff.

And then Jaguar held it a one for 15 reverse stock split September 15, 2026.

Companies known for undergoing multiple reverse stock splits in recent years address low stock prices or a lot of the far day future intelligent electric and hyperscale data.

We asked him why.

We've also been speaking to the guys at Honeywell Aerospace about private aviation moves in the region.

and speaking to the global CEO of Ura.

Now, that is the Finnish tech health wearable ring company.

We've been talking aviation on the show already this morning, some of the pinches that you're seeing over in the European aviation sector.

We've heard about a number of the challenges that major carriers are facing.

What about business aviation? Well, let's turn to the latest data and findings from Honeywell Aerospace, an independent global aerospace and defence company who's Critical technologies are broadly deprived on the world's leading commercial air transport and business aviation platforms, to mention also space and defence.

They've just released their latest global business aviation outlook and it paints an interesting picture.

I really don't.

Honeywell Aerospace.

Okay.

Constellation Energy coming in at number two.