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Entering 2025, three years into the OpenAI-led AI cycle, the industry remains in a full-on AI investment phase. Based on our recent work, Dolphin Research sees 2026 hinging on compute cost-down and on AI capex translating into deployments across software and hardware.The rollout of new hardware is the true incremental driver. Meanwhile, mass production of Tesla's Optimus is drawing closer, and humanoid robots could become the primary AI form factor, reshaping human interaction and productivity.On this premise, Dolphin Research is launching coverage on the robotics supply chain. This is Part 1.

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Humanoid Robots: AI's Best Hope?

Honeywell CEO Announces Acquisition Targets

Honeywell CEO Announces Aerospace Business Spin-off Within 45 Days

Zhongxi Bu Trust Increases Holdings in Honeywell International

Principal Financial Group Inc. Increases Holdings in Honeywell International Inc.

UAE Cybersecurity Council Announces Partnership with Honeywell to Enhance National Cyber Resilience

BBD CEO Views Honeywell's Aerospace Spin-off as a Positive Signal

Honeywell to Attend Wolfe Research Global Transportation and Industrial Conference

Jefferies analyst maintains Honeywell International's hold rating

Honeywell Reports Q4 Earnings of $800 Million, Down 43% YoY

Honeywell International Exceeds Q1 Earnings Expectations, Plans to Divest Aerospace Division

Honeywell International Reorganizes Business Divisions

Honeywell FY2026 Q1 Earnings Released on April 23 Pre-Market EST, Forecast Revenue USD 9.286 B, Forecast EPS USD 2.1008

Honeywell's Q2 Forecast Falls Short of Market Expectations

Honeywell Reports Q1 Sales Growth of 2% to 9.14 Billion USD

Honeywell International Q1 EPS Expected to Decline but Analysts Recommend Buy

Dangote's Refinery Accelerates Shift Toward Chemicals Sector

Honeywell nears sale of PSS unit to Brady

Honeywell to Release FY2026 Q1 Earnings on April 23 Pre-Market EST, Forecast Revenue USD 9.286 B, EPS USD 2.1368

Honeywell Secures NextDecade LNG Equipment Contract to Expand Production Capacity

Honeywell International Previewing Earnings Report

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

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Generation Income Properties

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Honeywell International Inc. (HON.US) Q1 2026 Earnings Conference Call

Honeywell International Inc. (HON.US) Q4 2025 Earnings Conference Call

Honeywell International Inc. (HON.US) Q3 2025 Earnings Conference Call

Honeywell International Inc. (HON.US) 2024 Fourth Quarter Earnings Conference Call

Honeywell International Inc. (HON) shares rose 1.87% to $217.23, ending a four-day losing streak, while the Dow Jones increased by 0.32% and the S&P 500 fell by 0.07%. The stock remains 12.47% below its 52-week high of $248.18. Competitors had mixed results, with GE Aerospace up 1.58%, 3M Co. up 4.32%, and Johnson Controls down 4.03%. Trading volume reached 5.7 million, surpassing the 50-day average of 3.8 million.

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Honeywell International Inc.

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Honeywell International - WI

Honeywell International Inc. Stock Outperforms Competitors On Strong Trading Day

Brady Corporation forecasts adjusted EPS for fiscal 2026 to be between $5.20 and $5.30, up from $4.95 to $5.15. The company reported a record adjusted EPS of $1.50 for Q3, with organic sales growth of 8.2%. Brady's acquisition of Honeywell's Productivity Solutions and Services is expected to add $0.80 in accretion. The company also reported strong cash flow and plans to finance the acquisition with $500 million in bank debt and $800 million in private placement debt.

Brady

Brady forecasts $5.20-$5.30 adjusted EPS for fiscal 2026 as Honeywell PSS deal targets $0.80 accretion

Honeywell International (HON) has seen a mixed share performance, with a 2% decline over the past week and 9% over the past month. Despite a year-to-date gain of 9%, the stock is considered undervalued at a fair value of $320.19 per share, compared to its last close of $213.24. Investors are weighing the risks of weaker organic growth against a high P/E ratio of 34.1x. The article suggests exploring other investment opportunities while monitoring Honeywell's valuation.

Simplywall

Assessing Honeywell International (HON) Valuation After Recent Share Price Weakness

ISSC

Innovative Aerosystems, Inc. reported Q2 2026 revenue of $22.37 million and adjusted EPS of $0.26, surpassing expectations despite a year-on-year decline in GAAP net income. The company is pursuing an active acquisition strategy, including potential Honeywell divestitures, to enhance its avionics portfolio. Analysts project a revenue of $105.5 million and earnings of $16 million by 2029, with a fair value estimate of $27.75, indicating a 71% upside from the current price.

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Does Innovative Aerosystems' (ISSC) Acquisition Push Reveal a New Phase in Its Avionics Strategy?

SCHH

GQRE

Essex Property Trust Inc. (ESS) shares fell 1.25% to $268.53 on a day when the S&P 500 rose 0.77%. The stock is 8.69% below its 52-week high of $294.09. Compared to competitors, Avalonbay Communities Inc. dropped 1.57%, Equity Residential fell 1.23%, and UDR Inc. decreased by 0.59%. Trading volume for Essex was 610,023, surpassing its 50-day average of 467,411.

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Essex Property Trust Inc. Stock Outperforms Competitors Despite Losses On The Day

YETI

Major stock indexes are down as investors react to disappointing outcomes from President Trump's China summit. The Dow Jones is down 407 points, while the Nasdaq sees significant losses. Honeywell's stock drops 2.1%, despite high options trading activity, and Yeti Holdings rises 5% after a positive earnings report. First Majestic Silver Corp falls 11.6%, continuing a downward trend.

Honeywell(HON.US)

Honeywell International Inc. Stock Outperforms Competitors On Strong Trading Day

Brady forecasts $5.20-$5.30 adjusted EPS for fiscal 2026 as Honeywell PSS deal targets $0.80 accretion

Assessing Honeywell International (HON) Valuation After Recent Share Price Weakness

Does Innovative Aerosystems' (ISSC) Acquisition Push Reveal a New Phase in Its Avionics Strategy?

Essex Property Trust Inc. Stock Outperforms Competitors Despite Losses On The Day

Major Indexes Continue Lower as Weekly Wins Remain in Jeopardy