We're exiting our position in a spin-off play gone wrong

Cnbc · Aug 06, 2026 · 397 words · By Jeff Marks

Investment Strategy Corporate Performance

headphones Listen to the eFinder podcast briefing

Generate a natural audio summary of this story

Daily briefing

What to know about Investment Strategy

Shortly after the opening bell, we will be exiting our position in Honeywell Aerospace , selling 320 shares at roughly $172.00.

Claims checked 11

Techniques found 1

Topics 2

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center100%

Right0%

2 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Shortly after the opening bell, we will be exiting our position in Honeywell Aerospace , selling 320 shares at roughly $172.00.

Why it matters

Following the trade, Jim Cramer's Charitable Trust will no longer own a position in HONA.

Common ground

Following our comments Wednesday night on the Honeywell Aerospace quarter, we're selling the position at roughly 15% loss.

Perspective signals

The tension in the story is sharpened by Loaded Language: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Investment Strategy story?
What evidence would most clearly confirm or weaken the claim that Jim Cramer's Charitable Trust is long HON?
How does this story connect Investment Strategy with Corporate Performance over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/08/06/were-exiting-our-position-in-a-spin-off-play-gon…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 70% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 11 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 5

verified Verified By Reference 2

info Single Source 2

verified Verified 1

schedule Pending 1

verified

Claim 1: “Jim Cramer's Charitable Trust is long HON”

VERIFIED

A cross-reference from CNBC explicitly lists HON as one of the stocks Jim Cramer's Charitable Trust is long on.

compare_arrows

cross reference SUPPORTS — Jim Cramer's Charitable Trust is long BA, APPL, GEV, HON, and HD.
https://www.cnbc.com/2026/04/17/cramer-says-investors-will-s…

verified

Claim 2: “the recent spin-out from Honeywell Technologies got off to a rough start as a separate company”

VERIFIED BY REFERENCE

Wikipedia and web search results confirm that Honeywell announced a split into three companies, including Honeywell Aerospace and Honeywell Technologies, with Honeywell Aerospace becoming an independent manufacturer.

menu_book

wikipedia NEUTRAL — The Honeywell T55 (formerly Lycoming; company designation LTC-4) is a turboshaft engine used on American helicopters and fixed-wing aircraft (in turboprop form) since the 1950s, and in unlimited hydro…
https://en.wikipedia.org/wiki/Honeywell_T55

menu_book

wikipedia NEUTRAL — Honeywell Aerospace Inc. is an independent American manufacturer of aircraft engines, avionics, auxiliary power units (APUs), and other aviation systems. Headquartered in Phoenix, Arizona, it operates…
https://en.wikipedia.org/wiki/Honeywell_Aerospace

menu_book

wikipedia NEUTRAL — The Honeywell HTF7000 is a turbofan engine produced by Honeywell Aerospace. Rated in the 6,540–7,624 lbf (29.09–33.91 kN) range, the HTF7000 is used on the Bombardier Challenger 300/350, Gulfstream G2…
https://en.wikipedia.org/wiki/Honeywell_HTF7000

+ 3 more evidence sources

check_circle

Claim 3: “After the close Wednesday, the company slashed its full-year organic sales growth and adjusted operating income outlook”

CORROBORATED

Multiple independent web sources confirm that Honeywell Aerospace revised its full-year organic sales growth forecast downward and cut its adjusted EBITDA/operating income guidance.

travel_explore

web search NEUTRAL — Honeywell Aerospace, spun off from Honeywell International on June 29, reported second-quarter revenue of $4.52 billion, up 5% year-over-year, but adjusted EPS of $1.87 missed estimates and fell 32% f…
https://www.asktraders.com/analysis/honeywell-aerospace-shar…

travel_explore

web search NEUTRAL — The company revised its full-year organic sales growth forecast down to 4%–5% from a prior range of 7%–9%, and cut its full-year adjusted EBITDA guidance to $4.35B–$4.45B from $4.65B–$4.75B.
https://www.investing.com/news/stock-market-news/why-is-hone…

travel_explore

web search NEUTRAL — Honeywell Aerospace Inc (($HONA)) has held its Q2 earnings call. Read on for the main highlights of the call.Guidance Reset and Slower Growth Trajectory. Reflecting slower‑than‑planned output, Honeywe…
https://www.tipranks.com/news/company-announcements/honeywel…

check_circle

Claim 4: “Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio”

CORROBORATED

Multiple cross-references from CNBC confirm the specific 45-minute waiting period rule for Jim Cramer's charitable trust trades.

compare_arrows

cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/04/16/our-4-best-and-worst-perform…

compare_arrows

+ 2 more evidence sources

schedule

Claim 5: “If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 6: “The remaking of United Technologies — now known as RTX Corporation — as a pure-play aerospace and defense stock”

VERIFIED BY REFERENCE

Wikipedia and multiple web sources explicitly state that United Technologies merged with Raytheon to form Raytheon Technologies, which then rebranded as RTX Corporation.

menu_book

wikipedia NEUTRAL — RTX BBN Technologies (commonly BBN, from its original name of Bolt, Beranek and Newman) is an American research and development company based in Cambridge, Massachusetts. In 1966 the Franklin Institu…
https://en.wikipedia.org/wiki/RTX_BBN_Technologies

menu_book

wikipedia NEUTRAL — RTX Corporation, formerly Raytheon Technologies Corporation, is an American multinational aerospace and defense conglomerate headquartered in Arlington, Virginia. It is one of the largest aerospace an…
https://en.wikipedia.org/wiki/RTX_Corporation

menu_book

wikipedia NEUTRAL — United Technologies Corporation (UTC) was an American multinational conglomerate headquartered in Farmington, Connecticut. It researched, developed, and manufactured products in numerous areas, inclu…
https://en.wikipedia.org/wiki/United_Technologies

+ 3 more evidence sources

check_circle

Claim 7: “Following the trade, Jim Cramer's Charitable Trust will no longer own a position in HONA”

CORROBORATED

Multiple sources indicate Jim Cramer 'dumped' the stock after a guidance cut, and one source explicitly mentions he 'Dumps Honeywell Aerospace (HONA)', supporting the claim that he exited the position.

menu_book

wikipedia NEUTRAL — The Oregon Graduate Center was a unique, private, postgraduate-only research university in Washington County, Oregon, on the west side of Portland, from 1963 to 2001. The center was renamed the Orego…
https://en.wikipedia.org/wiki/Oregon_Graduate_Institute

travel_explore

web search NEUTRAL — Honeywell Aerospace Inc. (NASDAQ:HONA) watched its shares implode after management slashed its full-year outlook following the second-quarter results. The core catalyst behind the selloff was a severe…
https://finance.yahoo.com/markets/stocks/articles/jim-cramer…

travel_explore

web search NEUTRAL — Cramer spotlighted HONA during a Mad Dash segment, making clear he intends to hold both the new aerospace unit and the parent automation business in his charitable trust. His investment case was blunt…
https://congress.net/jim-cramer-backs-honeywell-aerospace-ho…

+ 1 more evidence source

check_circle

Claim 8: “supply chain constraints in the first quarter resulted in factory volume growth below expectations”

CORROBORATED

The Motley Fool and other sources directly quote the company stating that 'supply chain constraints in the first quarter... resulted in factory volume growth below expectations'.

travel_explore

web search NEUTRAL — In 2025, Honeywell announced it would split into three companies: Honeywell Technologies, Honeywell Aerospace, and Solstice Advanced Materials. It has been estimated that the aerospace and automation …
https://en.wikipedia.org/wiki/Honeywell

travel_explore

web search NEUTRAL — After a few years of double-digit output growth, we faced supply chain constraints in the first quarter that resulted in factory volume growth below expectations. At the time, we guided you to expect …
https://www.fool.com/earnings/call-transcripts/2026/08/12/ho…

travel_explore

web search NEUTRAL — For the Q2, Honeywell Aerospace reported adjusted earnings of USD 1.87 per share, down 32% from a year earlier, while revenue increased 5% to USD 4.52 billion. Both figures fell short of market expect…
https://globalbusinessoutlook.com/aviation/honeywell-cuts-20…

check_circle

Claim 9: “It also provided a standalone adjusted earnings per share outlook well below the Street consensus”

CORROBORATED

Evidence explicitly states that the adjusted EPS guidance ($7.60 to $7.90) was 'substantially below the $8.86 Wall Street consensus'.

travel_explore

web search NEUTRAL — Full-year adjusted earnings per share guidance now stands at $7.60 to $7.90, substantially below the $8.86 Wall Street consensus. Chief Financial Officer Josh Jepsen explained to Reuters that the redu…
https://blockonomi.com/honeywell-aerospace-hona-shares-plung…

travel_explore

web search NEUTRAL — Earnings per share and adjusted earnings per share for all periods prior to the spin-off is calculated using 317 million common shares based on the shares of Honeywell Aerospace common stock outstandi…
https://investingnews.com/honeywell-aerospace-reports-second…

travel_explore

web search NEUTRAL — Honeywell Aerospace’s latest earnings call struck a cautious but constructive tone. Strong demand, record-order momentum and heavy investment in operations underpin management’s confidence in long‑ter…
https://www.tipranks.com/news/company-announcements/honeywel…

info

Claim 10: “we're selling the position at roughly 15% loss”

SINGLE SOURCE

Web results confirm Jim Cramer identified Honeywell Aerospace as a 'stock mistake', but the specific figure of a '15% loss' is not explicitly detailed in the provided evidence.

menu_book

travel_explore

web search NEUTRAL — According to CNBC, Jim Cramer used the CNBC Investing Club’s August Monthly Meeting to detail two stock mistakes: Nike and Honeywell Aerospace.
https://www.binance.com/en/square/post/355367938930946

travel_explore

web search NEUTRAL — Jim Cramer shares insights about buying Boeing stock, when to buy more shares of Honeywell stock, and reacting to Beyond Meat earnings.
https://www.thestreet.com/investing/morning-bell-with-jim-cr…

+ 1 more evidence source

info

Claim 11: “we will be exiting our position in Honeywell Aerospace , selling 320 shares at roughly $172.00”

SINGLE SOURCE

While web results confirm Jim Cramer's interest in Honeywell Aerospace (HONA) and that he eventually 'dumped' the stock, there is no specific evidence in the provided search results confirming the exact number of shares (320) or the specific price ($172.00).

menu_book

wikipedia NEUTRAL — This is a list of episodes for The Colbert Report in 2007.
https://en.wikipedia.org/wiki/List_of_The_Colbert_Report_epi…

menu_book

wikipedia NEUTRAL — The Commonwealth of Australia was proclaimed on 1 January 1901 as a federation of six self-governing former British colonies. The human history of Australia, however, commences with the arrival of the…
https://en.wikipedia.org/wiki/History_of_Australia

travel_explore

web search NEUTRAL — James Joseph Cramer (born February 10, 1955) is an American television personality, author, entertainer and former hedge fund manager. He is the host of Mad Money on CNBC and an anchor on Squawk on th…
https://en.wikipedia.org/wiki/Jim_Cramer

+ 2 more evidence sources

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.