Squawk on the Street Cramer's Morning Take: Honeywell 10/23/25
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Oct 23, 2025 Jeff Marks, co-host of CNBC Investing Club, joins to delve into Honeywell's latest strong performance and optimistic outlook. They highlight the anticipated Solstice spinoff, predicting it will reveal substantial hidden value for shareholders. Jeff emphasizes his strategy to hold onto Honeywell shares, believing that focused companies can enhance their research and development efforts. Tune in for deep insights into market dynamics and investment strategies!
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Strong Quarter Despite Spinoff Adjustment
- Honeywell beat expectations and raised its full-year outlook even after removing the Solstice specialty materials spinoff from guidance.
- Orders, backlog, and organic growth improved across segments, signaling broad operational strength.
Quantum Unit Is Underappreciated
- Honeywell's quantum unit exists but currently doesn't get meaningful market credit.
- The market may underappreciate emerging or niche businesses within large conglomerates.
Spinoff Will Reveal Hidden Value
- The upcoming Solstice spinoff is expected to unlock value by separating a lower-multiple chemical business from higher-growth units.
- Jim Cramer and Jeff Marks see the breakup enabling clearer valuations and focused strategies for each new company.