NewsMV

Honeywell Aerospace (HONA) guidance cut triggers 28% collapse, Cramer Charitable Trust exits at the open

8/10/2026

A guidance cut tied to supply-chain constraints sent Honeywell Aerospace Inc.

(NASDAQ: HONA) down nearly 28% between August 4 and August 6, and Jim Cramer's Charitable Trust unloaded the entire position at the opening bell on August 6.

Cramer, speaking that evening on Mad Money, called management's failure to communicate the deterioration early "a rookie mistake." The next catalyst in focus: whether management provides any updated supply-chain timeline that could restart the clock on the company's 2030 targets.

The guidance numbers The revisions were steep. Management realigned full-year forecasts with supply-chain capacity, cutting organic growth guidance to 4%-5% from a prior range of 7%-9%.