Honeywell Aerospace Seeks Supply Chain Overhaul Amid Strong Demand

Honeywell Aerospace, a newly independent business, has outlined its challenges and future plans at the Jefferies Global Industrials Conference 2026. President and Chief Executive Jim Currier emphasized that demand remains strong across commercial transport, business aviation, and defense, but supply chain constraints are still limiting output.

The company has spent over $1 billion on its supply base since August 2023 and is pushing for more investment, faster decision-making, and tighter execution. Despite this, Honeywell Aerospace sees growth ahead, with a target of 6% to 8% across its main segments in 2026.

The company has identified 70 critical or constrained suppliers, with 10 severe bottlenecks concentrated in complex machining, castings, forgings, and bearings. To address these issues, Honeywell Aerospace is using direct CEO oversight, weekly supplier follow-up meetings, and capital support to unlock capacity.