HONA vs. URI: Honeywell Aerospace vs. United Rentals Stock Comparison
How do Honeywell Aerospace (HONA) and United Rentals (URI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Honeywell Aerospace (HONA) and United Rentals (URI) both fall under the Capital Goods industry group, but HONA is classified in Aerospace & Defense while URI is classified in Trading Companies & Distributors.
United Rentals (URI) has been public since December 18, 1997, giving it decades of market history across multiple cycles, while Honeywell Aerospace (HONA) listed only on June 15, 2026 and lacks comparable through-cycle data.
| Profile Item | HONA | URI |
|---|---|---|
| Name | Honeywell Aerospace Inc. | United Rentals Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Aerospace & Defense | Trading Companies & Distributors |
| GICS Sub-Industry | Aerospace & Defense | Trading Companies & Distributors |
| Market Capitalization | 48.48 billion USD | 65.36 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | June 15, 2026 | December 18, 1997 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | HONA | URI |
|---|---|---|
| Total Return (1Y) | -- | 35.39% |
| Total Return (3Y, Annualized) | -- | 38.68% |
| Total Return (5Y, Annualized) | -- | 24.76% |
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. United Rentals (URI) has a non-negative beta of 1.81.
| Metric | HONA | URI |
|---|---|---|
| Volatility (1Y, Annualized) | 84.07% | 44.71% |
| Beta (5Y) | -5.78 | 1.81 |
| Max Drawdown (5Y) | -44.59% | -39.76% |
| Avg. Volume (3M) | 3.58M | 496.78K |
Risk-Adjusted Performance
Risk-Return Positioning
Both HONA and URI need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | HONA | URI |
|---|---|---|
| Sharpe Ratio (1Y) | -- | 0.70 |
| Sortino Ratio (1Y) | -- | 1.16 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: United Rentals (URI) earns 30.56% on shareholders’ equity, ranked against its industry; Honeywell Aerospace (HONA) has no ROE this period.
HONA
Capital Goods industry group
--
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
- HONA
- --
URI
Capital Goods industry group
30.56%
- Max
- 40.55%
- URI
- 30.56%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
United Rentals (URI) at 16.33% retains a top-quartile share of revenue as profit, ahead of Honeywell Aerospace (HONA) at 11.25%, which keeps about the industry-typical share.
HONA
Capital Goods industry group
11.25%
- Max
- 27.47%
- Q3
- 12.10%
- HONA
- 11.25%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
URI
Capital Goods industry group
16.33%
- Max
- 27.47%
- URI
- 16.33%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both Honeywell Aerospace (HONA) at 23.69% and United Rentals (URI) at 29.21% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
HONA
Capital Goods industry group
23.69%
- Max
- 36.60%
- HONA
- 23.69%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
URI
Capital Goods industry group
29.21%
- Max
- 36.60%
- URI
- 29.21%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | HONA | URI |
|---|---|---|
| ROE (TTM) | -- | 30.56% |
| ROA (TTM) | -- | 9.14% |
| Net Margin (TTM) | 11.25% | 16.33% |
| Operating Margin (TTM) | 23.69% | 29.21% |
| Gross Margin (TTM) | 34.64% | 39.19% |
Growth
Revenue Growth
Both Honeywell Aerospace (HONA) at 12.68% and United Rentals (URI) at 4.91% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
United Rentals (URI) at -0.21% is around its peer norm for EPS growth, while Honeywell Aerospace (HONA) at -36.80% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | HONA | URI |
|---|---|---|
| Revenue Growth (YoY) | 12.68% | 4.91% |
| Revenue Growth (3Y CAGR) | -- | 11.41% |
| EPS Growth (YoY) | -36.80% | -0.21% |
| EPS Growth (3Y CAGR) | -- | 9.20% |
Financial Strength
Current Ratio (MRQ)
Honeywell Aerospace (HONA) at 1.64 keeps current ratio within its industry’s typical mid-range, while United Rentals (URI) at 0.80 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for URI.
HONA
Capital Goods industry group
1.64
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- HONA
- 1.64
- Q1
- 1.43
- Min
- 0.36
URI
Capital Goods industry group
0.80
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- URI
- 0.80
- Min
- 0.36
Debt / Equity (MRQ)
Only one side’s leverage can be read here: United Rentals (URI) carries debt-to-equity ratio of 1.64 against its industry range, while Honeywell Aerospace (HONA) reports no figure this period.
HONA
Capital Goods industry group
--
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
- HONA
- --
URI
Capital Goods industry group
1.64
- Max
- 2.33
- URI
- 1.64
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | HONA | URI |
|---|---|---|
| Current Ratio (MRQ) | 1.64 | 0.80 |
| Debt / Equity (MRQ) | -- | 1.64 |
| Net Debt / EBITDA | 3.43 | 3.12 |
Dividends
Dividend Yield (TTM)
Honeywell Aerospace (HONA) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile United Rentals (URI) reports a yield of 0.74%, ranking against industry peers normally.
HONA
Capital Goods industry group
0.00%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- HONA
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
URI
Capital Goods industry group
0.74%
- Max
- 2.66%
- Q3
- 1.14%
- URI
- 0.74%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Honeywell Aerospace (HONA) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile United Rentals (URI) reports a payout of 16.95%, ranking against industry peers normally.
HONA
Capital Goods industry group
0.00%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- HONA
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
URI
Capital Goods industry group
16.95%
- Max
- 67.39%
- Q3
- 28.02%
- URI
- 16.95%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | HONA | URI |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.74% |
| Dividend Payout Ratio (TTM) | 0.00% | 16.95% |
Valuation
P/E Ratio (TTM)
United Rentals (URI) at 23.24 is near its industry’s usual P/E ratio, while Honeywell Aerospace (HONA) at 43.32 sits in the richer quartile — HONA needs stronger growth or earnings quality to justify the premium.
HONA
Capital Goods industry group
43.32
- Max
- 59.38
- HONA
- 43.32
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
URI
Capital Goods industry group
23.24
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- URI
- 23.24
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Honeywell Aerospace (HONA) at 2.69 and United Rentals (URI) at 3.74 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
HONA
Capital Goods industry group
2.69
- Max
- 7.54
- Q3
- 3.76
- HONA
- 2.69
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
URI
Capital Goods industry group
3.74
- Max
- 7.54
- Q3
- 3.76
- URI
- 3.74
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
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 United Rentals (URI) reports 6.75, ranking against industry peers normally.
HONA
Capital Goods industry group
-18.85
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
- HONA
- -18.85
URI
Capital Goods industry group
6.75
- Max
- 9.66
- URI
- 6.75
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | HONA | URI |
|---|---|---|
| P/E Ratio (TTM) | 43.32 | 23.24 |
| P/S Ratio (TTM) | 2.69 | 3.74 |
| P/B Ratio (MRQ) | -18.85 | 6.75 |
| Free Cash Flow Yield (TTM) | -- | 3.24% |