Why Honeywell’s stock has dropped even as the Iran conflict has boosted munitions demand

Site SearchClearSEARCHAdvanced Search ➔Search ResultsSymbolsNo results foundAll NewsArticlesVideoPodcasts0 ResultsNo Results FoundAuthorsNo results foundSectionsNo results foundColumnsNo results found Why Honeywell’s stock has dropped even as the Iran conflict has boosted munitions demandDefense contractor says production increased after a meeting with President Trump, but revenue could be delayed as Middle East shipment is disruptedPublished: March 17, 2026 at 11:25 a.m. ETShareResizeListen(3 min)Honeywell’s stock fell after the defense contractor said some revenue that was expected in the first quarter could be delayed until May because of shipping disruptions in the Middle East. Photo: HoneywellShares of Honeywell fell Tuesday after the defense contractor said that demand has gotten a nice boost from the Iran conflict but also warned that some revenue that had been expected this month could be delayed because of disruptions in shipping to the Middle East.Speaking at the Bank of America Global Industrials Conference in London, CEO Vimal Kapur noted that Honeywell HON has a “major presence” in the Middle East and derives a high-single-digit percentage of its total revenue from the region. About the Author Tomi KilgoreTomi Kilgore is MarketWatch's Managing Editor, Companies, and is based in New York. You can follow him on Twitter @TomiKilgore.Show Conversation (0)Back To TopA Dow Jones CompanyCopyright © 2026 MarketWatch, Inc. All rights reserved.Terms of UsePrivacy NoticeCookie NoticeArchive MarketwatchCustomer CenterContact UsNewslettersNewsroom RosterVirtual Stock ExchangeMarketWatch GuidesCopyright PolicyManage NotificationsCancel My SubscriptionCompanyDow JonesCode of ConductCorrectionsReprints & LicensingDigital Self ServiceYour Ad ChoicesCorporate SubscriptionsAccessibilityDow Jones NetworkThe Wall Street JournalBarron'sInvestor's Business DailyFinancial News Londonrealtor.comMansion GlobalDow Jones Smart MoneyIntraday Data provided by FACTSET and subject to terms of use. Historical and current end-of-day data provided by FACTSET. All quotes are in local exchange time. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. Intraday data delayed at least 15 minutes or per exchange requirements.