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加拿大皇家銀行表示，霍尼韋爾第一季業績受航空航太業暫時性中斷影響，但轉型計畫依然完整。

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）表示，霍尼韋爾國際（HON）第一季業績喜憂參半，超出預期，並重申了2026年業績指引。儘管面臨業務組合轉型、地緣政治動盪和供應鏈逆風等挑戰，該公司仍取得了這一成績。 報告指出，航空航太業務在1月和2月遭遇了嚴重的供應鏈中斷，主要集中在引擎和動力系統等機械產品領域，終結了該業務連續14個季度兩位數的產量成長。但3月業務強勁反彈，成為本季營收最高的月份。 霍尼韋爾預計其短週期業務在第二季將實現中高個位數成長。樓宇自動化業務預計將保持高個位數成長，主要得益於資料中心和醫療保健領域的需求；而工業自動化短週期業務將受益於中國和歐洲市場的持續復甦。 報告也指出，製程自動化和技術業務近期將受到中東地區動盪的影響，但隨著油價上漲支撐服務業並刺激需求，預計下半年將恢復正常。 霍尼韋爾預計第二季調整後每股收益為2.35美元至2.45美元，低於市場普遍預期的2.56美元和加拿大皇家銀行(RBC)的2.50美元預期，主要原因是稅率上升以及中東衝突帶來的1億至1.5億美元的不利影響。 加拿大皇家銀行維持對霍尼韋爾的「跑贏大盤」評級，目標價為268美元。

Price: $212.12, Change: $-1.04, Percent Change: -0.49%

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