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加拿大皇家银行表示，霍尼韦尔第一季度业绩受航空航天业暂时性中断影响，但转型计划依然完整。

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-- 加拿大皇家银行资本市场（RBC Capital Markets）表示，霍尼韦尔国际（HON）第一季度业绩喜忧参半，超出预期，并重申了2026年业绩指引。尽管面临业务组合转型、地缘政治动荡和供应链逆风等挑战，该公司仍取得了这一成绩。 报告指出，航空航天业务在1月和2月遭遇了严重的供应链中断，主要集中在发动机和动力系统等机械产品领域，这终结了该业务连续14个季度两位数的产量增长。但3月份业务强劲反弹，成为本季度营收最高的月份。 霍尼韦尔预计其短周期业务在第二季度将实现中高个位数增长。楼宇自动化业务预计将保持高个位数增长，主要得益于数据中心和医疗保健领域的需求；而工业自动化短周期业务则将受益于中国和欧洲市场的持续复苏。 报告还指出，过程自动化和技术业务近期将受到中东地区动荡的影响，但随着油价上涨支撑服务业并刺激需求，预计下半年将恢复正常。 霍尼韦尔预计第二季度调整后每股收益为2.35美元至2.45美元，低于市场普遍预期的2.56美元和加拿大皇家银行(RBC)的2.50美元预期，主要原因是税率上升以及中东冲突带来的1亿至1.5亿美元的不利影响。 加拿大皇家银行维持对霍尼韦尔的“跑赢大盘”评级，目标价为268美元。

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

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