Honeywell Aerospace is being added to the S&P 500 and S&P 100, a positive index inclusion.
Impact on assets 12
Aerospace & Aviation± Mixed · 2 stocks
HONA
▲ PositiveCapitalrelevance
Honeywell International IncHON
▼ NegativeCapitalrelevance
Honeywell International is being replaced in the S&P 100 by Honeywell Aerospace after the spin-off, a negative index change.
Financials▲ · 2 stocks
Apollo Commercial Real Estate Finance IncARI
Mentioned
Janus Henderson Group PLCJHG
Mentioned
Artificial Intelligence▲ · 2 stocks
Grid Dynamics Holdings IncGDYN
Mentioned
IES Holdings IncIESC
Mentioned
Consumer Staples▼ · 1 stocks
Conagra Brands, Inc.CAG
▼ NegativeCapitalrelevance
Conagra Brands is being replaced in the S&P 500 by Honeywell Aerospace, a negative index change.
Consumer Discretionary▲ · 1 stocks
Topbuild CorpBLD
Mentioned
Aging Population▲ · 1 stocks
National Health Investors IncNHI
Mentioned
Climate Adaptation & Water▲ · 1 stocks
QXO, Inc.QXO
Mentioned
Cloud & Digital Infrastructure▲ · 1 stocks
Toast IncTOST
Mentioned
Others▲ · 1 stocks
HONAV
▲ PositiveCapitalrelevance
Honeywell Aerospace (when-issued) is being added to the S&P 500 and S&P 100, a positive index inclusion.
Theme Impact 1
Off-coverage companies 1
Trian Fund Management, L.P.Private± Mixed
relevance
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Defense & Geopolitical Fragmentation › Defense Electronics, EW & Sensors ▲Demand
Defense & Geopolitical Fragmentation › Defense Primes — United States ▲Demand
Aerospace & Aviation › Avionics & Aircraft Systems Demand
BA.LSE · Demand · Positive BAE Systems won a Lockheed Martin contract to manufacture and deliver AN/ASQ-239 EW systems for F-35 Lots 20-22 plus retrofit work
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Cessna Skyhawk Veris Virtual Reality Flight Training Device Makes Show Debut at NBAA-BACE
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Aerospace & Aviation › Avionics & Aircraft Systems ▲Technology
TRU Simulation + Training Inc. · Technology · Positive TRU Simulation debuts its Veris VR flight training device for the Cessna Skyhawk at NBAA-BACE, expanding its product line into fixed-wing training.
TXT · Technology · Positive Textron's TRU Simulation debuts the Cessna Skyhawk Veris VR flight training device, expanding its Veris product line into the fixed-wing training market.
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FAA Clears Boeing 737 MAX Software Glitch as Not a Safety Issue
The Federal Aviation Administration has determined that a newly identified software glitch in the Boeing 737 MAX does not present a flight-safety concern, according to The Wall Street Journal. The agency convened its Corrective Action Review Board on Friday to assess whether the issue constituted an unsafe condition requiring immediate action. The FAA said the board reached its determination because pilots retain full control of the aircraft and the indications to the flight crew are clear and unambiguous, adding that it will consider appropriate action if new information emerges. The software problem had raised concerns among some aviation industry officials about potential safety implications when 737 MAX aircraft are landing under certain circumstances. Boeing shares traded 1.5% higher following the report.
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Aerospace & Aviation › Avionics & Aircraft Systems ▲Regulation
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BA · Regulation · Positive FAA determined the 737 MAX software glitch is not a safety issue, removing a regulatory overhang on the aircraft.
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Parker-Hannifin Sees Aerospace Growth, Acquires Filtration Group and CIRCOR Unit
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Aerospace & Aviation › Avionics & Aircraft Systems ▲Demand
PH · Capital · Positive Parker-Hannifin acquired Filtration Group and agreed to buy CIRCOR's aerospace business, adding sales but also debt, integration costs and amortization.
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Filtration Group Corporation · Capital · Neutral Parker-Hannifin acquired Filtration Group in August 2026, expected to add about $1.8 billion to fiscal 2027 sales.
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FAA Weighs Safety Review of Boeing 737 Max Software as Max 10 Certification Delayed
The Federal Aviation Administration could convene a safety review panel as soon as Friday to examine a software problem affecting Boeing's 737 Max family, potentially leading to additional regulatory action, Bloomberg News reported, citing people familiar with the matter. The glitch can increase pilot workload during certain aborted landing procedures by shifting the autopilot to a less automated mode for pitch control. The FAA's Corrective Action Review Board is expected to determine whether the problem constitutes a flight-safety issue and whether measures such as an airworthiness directive are necessary. Boeing notified operators about the issue in August and is working on a software update, while GE Aerospace, which supplies the affected software, said it is assisting Boeing and the FAA with the review. The smaller Max 7 was certified in August with the same software, although Southwest Airlines, United Airlines and Alaska Air Group have said their fleets don't use the faulty version; United also said it is not accepting new aircraft equipped with the affected software, while Southwest said its recent and upcoming Max 8 deliveries won't contain it. The FAA has said certification of the 737 Max 10 will remain on hold until the review is completed, adding another potential obstacle for a model already years behind schedule, and Boeing has more than 1,500 orders for the Max 10, making its entry into service important to the company's production plans and future cash generation.
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Aerospace & Aviation › Airframe OEMs ▼Regulation
Aerospace & Aviation › Avionics & Aircraft Systems ▼Regulation
BA · Regulation · Negative FAA safety review of 737 Max software and Max 10 certification hold add regulatory obstacles.
GE · Regulation · Negative GE Aerospace supplies the affected software and is assisting the FAA review.
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Duffy Sees No Safety Concern From Boeing 737 MAX Software Issue
US Transportation Secretary Sean Duffy said he currently sees no safety concern from a software problem affecting some Boeing 737 MAX aircraft and that there is no need to ground the fleet. Speaking to reporters on Wednesday after an event in Washington, Duffy said authorities had learned that delays in responding to problems can have serious consequences, according to Reuters. Boeing said on Saturday that the software issue could prevent pilots on certain 737 MAX aircraft from accessing automated flight guidance during a particular landing scenario, and that it has notified operators and is working on a permanent software fix. The Federal Aviation Administration said Monday it would delay certification of Boeing's long-awaited 737 MAX 10 until the issue is resolved, and the agency plans to convene a Corrective Action Review Board to examine the matter, possibly as early as next week. The FAA has said the affected software version can increase pilot workload during a go-around, when a landing is aborted and the aircraft climbs to attempt another landing.
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Aerospace & Aviation › Avionics & Aircraft Systems ▼Regulation
Aerospace & Aviation › Airframe OEMs ▼Regulation
BA · Regulation · Negative FAA delays 737 MAX 10 certification until the software issue is resolved and convenes a Corrective Action Review Board.