我们正在退出Honeywell Technologies的持仓，以大约每股209美元的价格卖出110股。
We're exiting our position in Honeywell Technologies , selling 110 shares at roughly $209 each.
在周三的交易之后，吉姆·克莱默的慈善信托将不再持有HON的头寸。
Following Wednesday's trade, Jim Cramer's Charitable Trust will no longer own a position in HON.
我们正在出售剩余的少量Honeywell持仓，以在过去几天的一系列买入之后补充现金。
We're selling the rest of our tiny Honeywell position to replenish cash following a series of purchases over the past few days.
我们上个月曾将该头寸减半，并将我们的“乘势卖出”评级从3级下调。
We previously cut this position in half last month and downgraded our sell-into-strength 3 rating .
周三，股价上涨了约1%，逆势而上，此前这家工业自动化公司宣布推出一个由英伟达技术和戴尔服务器制造商共同开发的新AI平台。
Shares were up about 1% on Wednesday, bucking a broader market decline, after the industrial automation company announced a new AI platform developed with technology from Club name Nvidia and server maker Dell .
该平台名为Forge Cognition，利用人工智能代理和实时数字孪生技术，帮助操作员在现有系统和设施中提升资产可靠性、能源效率和居住者舒适度。
The platform, dubbed Forge Cognition, uses artificial intelligence agents and real-time digital twins to help operators improve asset reliability, energy efficiency, and occupant comfort across existing systems and facilities.
我们正利用这次小幅反弹来实现大约3%的小额亏损，并告别一个令人非常失望的头寸——该头寸自从与Honeywell Aerospace分离成为独立公司以来，尚未实现其应有的收益，而Honeywell Aerospace也一直表现不佳。
（我们早在八月就已退出Honeywell Aerospace的持仓。
We're using this slight rebound to realize a small loss of about 3% and move on from a very disappointing position that has not yet realized the benefits of becoming a standalone company after it separated from Honeywell Aerospace , which has also struggled. (We exited Honeywell Aerospace back in August.)
）我们还想指出，基于之前管理层的评论，Honeywell Technologies2027年的每股收益预估可能仍然偏高。
We also want to point out that 2027 earnings per share estimates for Honeywell Technologies may still be too high based on previous management commentary.
我们在上个月卖出股份时就曾指出这一点。
We called this out when we sold shares last month .
该公司此前曾表示，预计2027年每股收益将增长15%。
The company has previously stated it expects 15% EPS growth in 2027.
如果我们假设公司在2026年每股收益为8.35美元——即其当前指引范围的上限——并且2027年每股收益增长15%，那么2027年的每股收益将达到约9.60美元。
If we assume the company earns $8.35 per share in 2026 — the high end of its current guidance range — and EPS grows 15% in 2027, that puts 2027 earnings at around $9.60 per share.
根据LSEG的数据，这低于当前共识的每股收益预估9.81美元。
That's below the current consensus EPS estimate of $9.81, according to LSEG.
如果利率上升导致经济放缓，超额预期并上调的季度可能变得不那么常见。
If rising interest rates slow the economy down, beat-and-raise quarters may become less likely.
这表明，前瞻性估计需要下调，而当每股收益预估下移时，股票往往会表现疲软。
What this suggests is that forward estimates need to come down, and stocks tend to struggle as EPS estimates move lower.
这种不匹配也在影响我们退出该头寸的决定。
吉姆·克雷默的慈善信托持有NVDA股票。
This mismatch is also playing into our decision to exit this position. (Jim Cramer's Charitable Trust is long NVDA. )