AER vs. HONA: AerCap vs. Honeywell Aerospace Stock Comparison

Company Profile

AerCap (AER) and Honeywell Aerospace (HONA) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while HONA is classified in Aerospace & Defense.

AerCap (AER) has been public since November 21, 2006 with a meaningfully longer listed history, while Honeywell Aerospace (HONA) only listed on June 15, 2026 — long-window metrics on the HONA side should be interpreted with caution.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Honeywell Aerospace (HONA) reports a negative beta of -5.78, suggesting inverse market sensitivity over the measurement window. That is uncommon for ordinary equities and can reflect commodity-linked or hedge-like exposure, but it can also come from statistical noise. AerCap (AER) has a non-negative beta of 0.95.

Risk-Adjusted Performance

Risk-Return Positioning

Both AER and HONA need 1-year volatility and 1-year return to plot risk-return positioning.

Risk-Adjusted Metrics

Profitability

Capital efficiency shows on one side only: AerCap (AER) earns 17.00% on shareholders’ equity, ranked against its industry; Honeywell Aerospace (HONA) has no ROE this period.

AerCap (AER) at 34.47% converts revenue to bottom-line profit above its industry’s benchmark range, while Honeywell Aerospace (HONA) at 11.25% keeps roughly the typical share for its industry.

AerCap (AER) at 62.55% shows unusually strong operating efficiency — above its industry’s operating margin range — and Honeywell Aerospace (HONA) at 23.69% also operates in the top quartile.

Profitability Metrics

Growth

Both AerCap (AER) at 6.50% and Honeywell Aerospace (HONA) at 12.68% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

AerCap (AER) at 97.41% sits in the top EPS growth quartile, while Honeywell Aerospace (HONA) at -36.80% is in the bottom quartile, showing a clear gap in earnings momentum.

Growth Metrics

Financial Strength

Both AerCap (AER) at 1.45 and Honeywell Aerospace (HONA) at 1.64 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

Only one side’s leverage can be read here: AerCap (AER) carries debt-to-equity ratio of 2.33 against its industry range, while Honeywell Aerospace (HONA) reports no figure this period.

Financial Strength Metrics

Dividends

Honeywell Aerospace (HONA) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile AerCap (AER) reports a yield of 0.96%, ranking against industry peers normally.

Honeywell Aerospace (HONA) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile AerCap (AER) reports a payout of 7.52%, ranking against industry peers normally.

Dividend Metrics

Valuation

AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while Honeywell Aerospace (HONA) at 43.32 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

On P/S ratio, both AerCap (AER) at 2.84 and Honeywell Aerospace (HONA) at 2.69 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

Honeywell Aerospace (HONA) reports a negative P/B ratio of -18.85, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile AerCap (AER) reports 1.36, ranking against industry peers normally.

Valuation Metrics