HWM delivers a strong Q4 beat as aerospace demand lifts revenues, margins and cash flow, with upbeat 2026 guidance ahead.
Howmet Aerospace has delivered an 80% YoY total return, driven by robust earnings and sector momentum. HWM reported Q4 non-GAAP EPS of $1.05, revenue up 16% YoY, and raised 2026 guidance but trades at a 60+ P/E. I maintain a hold rating: technicals and momentum are exceptional, yet valuation remains stretched versus growth outlook.
Howmet (HWM) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $0.74 per share a year ago.
Howmet (HWM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
HWM heads into Q4 earnings with strong aerospace demand and a solid growth outlook, but valuation and transport weakness raise caution.
Beyond analysts' top-and-bottom-line estimates for Howmet (HWM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
Howmet (HWM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The latest trading day saw Howmet (HWM) settling at $210.84, representing a -2.18% change from its previous close.
Howmet (HWM) concluded the recent trading session at $225, signifying a +2.11% move from its prior day's close.
HWM stands out against LHX on stronger commercial and defense aerospace growth, rising estimates, and faster sales and profit momentum despite a richer valuation.
HWM faces rising costs, but margin expansion, pricing strength and higher 2025 EBITDA guidance show profitability remains on track.
Howmet is seeing continued pressure in commercial transportation, with Q3 revenues down 3% year over year as truck builds slow and costs rise.