Jim Kramer here to share a short preview of my take on the market from today's

members-only CNBC Investing Club morning meeting.

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That's one word, morning tape. We did have some earnings

reports. We should get into Honeywell. Was a miss on the top line by $106.6 million, beat on the

bottom line by 13 cents. Organic growth of only 2%. The Middle East impacted sales, which we knew it would. They said that at the JPMorgan Industrial Conference, specifically in their process automation and technology business.

Half a point headwind this quarter. It's going to be a 1% headwin in Q2. They're guiding for the conflict to persist throughout the quarter.

But really strong orders that they think are going

to convert in the second half of the year gives them confidence in the long-term dynamic. Aerospace

some supply chain headwinds, one of their suppliers experienced constraints to start the end,

to start the year. But a big improvement in March, a little bit of a negative surprise there. But I think the most important news here is the breakup. June 29th now, we finally have a date. You've accelerated breakup. Look, this was damn really badly off those earnings. Down seven and a half at one point. When I spoke to them, I said, listen, I don't know. I get it. You cleaned up everything,

okay? It is true that there are some mid-ease slowdown. Yeah. Cleaned up everything. And then you're going to give us the two pieces in the end of June. That's fantastic. Yeah. Remember, we were looking for like a Q3 timeline. So June 29, right at the very, yeah, right at the very end of 2Q there. We'll have investors days in June, so we'll get, we'll get to know more about the new

automation business and the aerospace business on the call.

They were highlighting some of the opportunities in the automation, specifically in building

technologies with the data center angle there, not only

in security, but also sensing because these data centers are going to be liquid cool.

So you have to have more temperature control there.

We've been, the analog here is DuPont.

For the longest time, we kept waiting for DuPont to split.

People didn't care at all.

This now, we've got some clarity of when these guys are going to split. It's going to be this quarter. And like I said, over and over again, when you get the two pieces, it's going to be worth more than what it's selling for now. So they reaffirmed the full year outlook. look, 2Q guide was late, remember, some Middle East impacts there.

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