From Yahoo Finance: 2025-06-21 09:43:00

Honeywell International Inc. (HON) is a deeply embedded industrial franchise with a share price of $227.13 and trailing and forward P/E ratios of 26.11 and 22.22 respectively. The company’s aviation segment generates over $6.2 billion in recurring revenue driven by aftermarket services like predictive maintenance, while the UOP division’s high-margin cash flows and Honeywell Forge’s sticky software solutions contribute to its economic gravity. With 42% non-U.S. revenue, $3.44 billion in U.S. government contracts, and a $31.8 billion backlog, Honeywell showcases diversification and stability. The company’s competitive moats, strategic acquisitions, and focus on systems over headlines position it as an indispensable infrastructure player.

Schlumberger (SLB) is seen as a digital-first oilfield services leader with high-margin international growth, vertically integrated offerings, proprietary data, and strong client lock-in. The company’s durable compounder status amid energy’s digital transformation has led to a 2% stock price appreciation since recent coverage. Business Model Mastery’s bullish thesis on SLB highlights its resilience and growth potential in the evolving energy landscape.

Read more: Honeywell International Inc. (HON): A Bull Case Theory