{"id":7171,"date":"2026-04-24T03:09:40","date_gmt":"2026-04-23T23:39:40","guid":{"rendered":"https:\/\/fajr.news\/?p=7171"},"modified":"2026-04-24T03:09:40","modified_gmt":"2026-04-23T23:39:40","slug":"honeywell-hisseleri-orta-dogudaki-catismalarin-ikinci-ceyrek-gorunumunu-etkilemesiyle-dustu","status":"publish","type":"post","link":"https:\/\/fajr.news\/?p=7171&lang=tr","title":{"rendered":"Honeywell hisseleri, Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar\u0131n ikinci \u00e7eyrek g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc etkilemesiyle d\u00fc\u015ft\u00fc"},"content":{"rendered":"

Honeywell hisseleri, Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar\u0131n ikinci \u00e7eyrek g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc etkilemesiyle d\u00fc\u015ft\u00fc<\/h1>\n

Honeywell<\/strong>, Orta Do\u011fu’daki jeopolitik gerilimlerin tedarik zincirlerini aksatmas\u0131 ve end\u00fcstriyel faaliyetleri olumsuz etkilemesi nedeniyle ikinci \u00e7eyrekte beklenenden daha zay\u0131f bir performans sergileyece\u011fi uyar\u0131s\u0131nda bulundu. \u015eirket, kapsaml\u0131 bir yeniden yap\u0131lanma plan\u0131na devam etmesine ra\u011fmen, bu uyar\u0131 piyasa \u00f6ncesi i\u015flemlerde hisselerinin d\u00fc\u015fmesine neden oldu.<\/p>\n

Charlotte, Kuzey Karolina merkezli holdingin hisseleri, \u015firketin Wall Street beklentilerinin alt\u0131nda bir gelir tahmini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan piyasa a\u00e7\u0131l\u0131\u015f\u0131ndan \u00f6nce %5,6 de\u011fer kaybetti.<\/p>\n

\u00c7at\u0131\u015fma Gelir G\u00f6r\u00fcn\u00fcm\u00fcn\u00fc Vurdu<\/h2>\n

Honeywell, ikinci \u00e7eyrek sat\u0131\u015flar\u0131n\u0131n 9,4 milyar dolar ile 9,6 milyar dolar aras\u0131nda ger\u00e7ekle\u015fmesini bekledi\u011fini belirtti. Bu rakam, LSEG taraf\u0131ndan derlenen 9,73 milyar dolarl\u0131k konsens\u00fcs tahmininin alt\u0131nda kald\u0131.<\/p>\n

\u015eirket, devam eden \u00e7at\u0131\u015fmayla ba\u011flant\u0131l\u0131 sevkiyat gecikmeleri, artan girdi maliyetleri ve lojistik darbo\u011fazlar\u0131n\u0131 performans \u00fczerindeki temel fakt\u00f6rler olarak g\u00f6sterdi.<\/p>\n

Bu aksakl\u0131klar \u00f6zellikle Honeywell’in Proses Otomasyonu ve Teknolojisi segmentinde belirginle\u015fti; burada sat\u0131\u015f sonras\u0131 faaliyetler yava\u015flad\u0131 ve teslimat s\u00fcreleri uzad\u0131.<\/p>\n

Daha geni\u015f \u00e7apl\u0131 \u00e7at\u0131\u015fma, end\u00fcstriyel sekt\u00f6r genelinde enflasyonist bask\u0131lar\u0131 yo\u011funla\u015ft\u0131rarak hammadde ve enerji maliyetlerini art\u0131r\u0131rken, k\u00fcresel tedarik zincirlerini karma\u015f\u0131k hale getirdi.<\/p>\n

\u0130lk \u00e7eyrekte Honeywell, y\u0131ll\u0131k bazda %2 art\u0131\u015fla 9,14 milyar dolar gelir bildirdi ancak analistlerin 9,31 milyar dolarl\u0131k tahminlerinin alt\u0131nda kald\u0131. Bu durum, s\u00f6z konusu aksakl\u0131klar\u0131n erken etkilerini yans\u0131tt\u0131.<\/p>\n

Maliyet Bask\u0131lar\u0131na Ra\u011fmen Kazan\u00e7larda Diren\u00e7<\/h2>\n

Zorlu ortama ra\u011fmen Honeywell, beklenenden daha g\u00fc\u00e7l\u00fc d\u00fczeltilmi\u015f kazan\u00e7lar elde etmeyi ba\u015fard\u0131.<\/p>\n

D\u00fczeltilmi\u015f bazda hisse ba\u015f\u0131na kar %11 artarak 2,45 dolara y\u00fckseldi ve 2,32 dolarl\u0131k tahminleri a\u015farak yedinci \u00e7eyrek \u00fcst \u00fcste net kar beklentilerinin \u00fczerinde performans g\u00f6sterdi.<\/p>\n

Ancak, ana rakamlar daha sakin bir tablo \u00e7izdi.<\/p>\n

Net gelir, bor\u00e7 yeniden yap\u0131land\u0131rmas\u0131 ve varl\u0131k de\u011fer d\u00fc\u015f\u00fc\u015fleriyle ilgili masraflar\u0131n etkisiyle %43,3 d\u00fc\u015f\u00fc\u015fle 821 milyon dolara geriledi.<\/p>\n

Serbest nakit ak\u0131\u015f\u0131, yeniden yap\u0131lanma \u00e7abalar\u0131 ve dava masraflar\u0131na ba\u011fl\u0131 y\u00fcksek maliyetleri yans\u0131tarak %71 gibi keskin bir d\u00fc\u015f\u00fc\u015fle 56 milyon dolara indi.<\/p>\n

\u00dc\u00e7 ayl\u0131k kar da artan yeniden yap\u0131lanma maliyetleri nedeniyle hisse ba\u015f\u0131na %35 d\u00fc\u015f\u00fc\u015fle 1,29 dolara geriledi ve \u015firketin d\u00f6n\u00fc\u015f\u00fcm stratejisinin k\u0131sa vadeli finansal etkisini vurgulad\u0131.<\/p>\n

Yeniden Yap\u0131lanma ve Varl\u0131k Sat\u0131\u015flar\u0131 H\u0131z Kazan\u0131yor<\/h2>\n

Honeywell, holding yap\u0131s\u0131n\u0131 otomasyon, havac\u0131l\u0131k ve ileri malzemelere odaklanan \u00fc\u00e7 ba\u011f\u0131ms\u0131z kurulu\u015fa ay\u0131rma planlar\u0131n\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n

\u015eirket, Honeywell Havac\u0131l\u0131k b\u00f6l\u00fcm\u00fcn\u00fcn ayr\u0131lma i\u015flemini nihai onaylara tabi olmak \u00fczere 29 Haziran’da tamamlamay\u0131 bekledi\u011fini bildirdi.<\/p>\n

Bu ayr\u0131l\u0131k, operasyonlar\u0131 d\u00fczene sokma ve hissedar de\u011ferini art\u0131rma stratejisinin merkezi bir s\u00fctununu olu\u015fturuyor.<\/p>\n

Ayr\u0131lma i\u015fleminin yan\u0131 s\u0131ra Honeywell, varl\u0131k sat\u0131\u015flar\u0131n\u0131 da h\u0131zland\u0131rd\u0131.<\/p>\n

\u015eirket k\u0131sa s\u00fcre \u00f6nce verimlilik \u00e7\u00f6z\u00fcmleri ve hizmetleri i\u015fini Brady’ye 1,4 milyar dolara satmay\u0131 kabul etti ve depo ile i\u015f ak\u0131\u015f\u0131 \u00e7\u00f6z\u00fcmleri birimini \u00f6zel sermaye \u015firketi American Industrial Partners’a satt\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n

\u0130kinci anla\u015fman\u0131n 2026 y\u0131l\u0131n\u0131n ikinci yar\u0131s\u0131nda tamamlanmas\u0131 bekleniyor.<\/p>\n

Bu ad\u0131mlar, \u015firketin portf\u00f6y\u00fcn\u00fc basitle\u015ftirmeyi ve daha y\u00fcksek b\u00fcy\u00fcme alanlar\u0131na odaklanmas\u0131n\u0131 sa\u011flamay\u0131 hedefliyor.<\/p>\n

Tam Y\u0131l Rehberli\u011fi Korundu<\/h2>\n

K\u0131sa vadeli olumsuzluklara ra\u011fmen Honeywell, t\u00fcm y\u0131l g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc korudu; sat\u0131\u015flar\u0131n 38,8 milyar dolar ile 39,8 milyar dolar aras\u0131nda, d\u00fczeltilmi\u015f hisse ba\u015f\u0131na kazanc\u0131n ise 10,35 dolar ile 10,65 dolar aral\u0131\u011f\u0131nda olaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc.<\/p>\n

\u015eirket, fiyatland\u0131rma kazan\u0131mlar\u0131n\u0131n ve havac\u0131l\u0131k b\u00f6l\u00fcm\u00fcn\u00fcn ayr\u0131lmas\u0131yla ili\u015fkili at\u0131l maliyetleri ortadan kald\u0131rma \u00e7abalar\u0131n\u0131n enflasyonist bask\u0131lar\u0131 dengelemeye yard\u0131mc\u0131 oldu\u011funu belirtti.<\/p>\n

Honeywell daha \u00f6nce, Orta Do\u011fu’daki sevkiyat gecikmelerinin, temel talep istikrarl\u0131 kalsa bile baz\u0131 gelirleri sonraki \u00e7eyreklere kayd\u0131rabilece\u011fi konusunda uyar\u0131da bulunmu\u015ftu.<\/p>\n

Jeopolitik ortam risk olu\u015fturmaya devam etse de, \u015firketin istikrarl\u0131 kazan\u00e7 performans\u0131 ve devam eden yeniden yap\u0131lanma \u00e7abalar\u0131, Honeywell’in uzun vadeli b\u00fcy\u00fcme i\u00e7in konumland\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n

Hisseleri, son d\u00f6nemdeki dalgalanmalara ra\u011fmen 2026’da \u015fimdiye kadar %12,8 de\u011fer kazanarak, ayn\u0131 d\u00f6nemde %4,3 y\u00fckselen daha geni\u015f S&P 500 endeksinden daha iyi performans g\u00f6sterdi.<\/p>\n

#Honeywell #HisseSenedi #OrtaDo\u011fu\u00c7at\u0131\u015fmas\u0131 #TedarikZinciri #End\u00fcstriyelFaaliyet #YenidenYap\u0131lanma #FinansalSonu\u00e7lar #Havac\u0131l\u0131k #B\u00fcy\u00fcmeStratejisi #Ekonomi<\/p>\n","protected":false},"excerpt":{"rendered":"

Honeywell hisseleri, Orta Do\u011fu’daki \u00e7at\u0131\u015fmalar\u0131n ikinci \u00e7eyrek g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc etkilemesiyle d\u00fc\u015ft\u00fc Honeywell, Orta Do\u011fu’daki jeopolitik gerilimlerin tedarik zincirlerini aksatmas\u0131 ve end\u00fcstriyel faaliyetleri olumsuz etkilemesi nedeniyle ikinci \u00e7eyrekte beklenenden daha zay\u0131f bir performans sergileyece\u011fi uyar\u0131s\u0131nda bulundu. \u015eirket, kapsaml\u0131 bir yeniden yap\u0131lanma plan\u0131na devam etmesine ra\u011fmen, bu uyar\u0131 piyasa \u00f6ncesi i\u015flemlerde hisselerinin d\u00fc\u015fmesine neden oldu. Charlotte, Kuzey Karolina […]<\/p>\n","protected":false},"author":2,"featured_media":7172,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-7171","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/7171","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7171"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/7171\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/7172"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7171"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7171"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7171"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}