8 stories mentioning HWMUpdated 32d ago
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Howmet Aerospace (HWM) has an average rating of overweight and mean price target of $302.93, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $257.82, Change: $-2.53, Percent Change: -0.97%
Howmet Aerospace (HWM) reported "strong" Q1 results and raised its 2026 guidance, driven by robust aerospace spare-part demand, expanding margins and continued strength in the industrial gas turbine market, RBC Capital Markets said in a report emailed Friday.The aerospace and industrial components company posted adjusted earnings of $1.22 per share, above consensus estimates and RBC's forecast of $1.11, while revenue rose 19% year over year to $2.3 billion, according to the report. Spare-parts sales climbed 36%, including 48% growth in commercial aerospace, according to the report.Industrial gas turbine demand remains a major growth opportunity for the company, with segment revenue rising 39% year over year as pricing and yields improved, according to the report. "Additional capacity" is expected to come online in H2 as Howmet increases investment to support growing demand tied partly to rising electricity needs from data centers, RBC said.Howmet continued reshaping its portfolio through acquisitions and divestitures, with the firm saying the company's focus on higher-margin businesses is "viewed positively by investors," the report said.RBC maintained the company's outperform rating and $300 price target.Price: $271.21, Change: $-1.21, Percent Change: -0.44%
Howmet Aerospace (HWM) has an average rating of overweight and mean price target of $298.07, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $275.12, Change: $+2.70, Percent Change: +0.99%
Howmet Aerospace (HWM) has an average rating of overweight and mean price target of $298.07, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $274.63, Change: $+2.21, Percent Change: +0.81%
Howmet Aerospace (HWM) has an average rating of overweight and mean price target of $296.41, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $273.44, Change: $+1.01, Percent Change: +0.37%
(Updates with the latest stock price movement in the headline and first paragraph and correct FactSet estimates in the third and fifth paragraphs.)Howmet Aerospace (HWM) shares rose 5.2% on Thursday after the company reported better-than-expected Q1 earnings results.The company reported Q1 adjusted earnings of $1.22 per diluted share, up from $0.86 a year earlier.Analysts polled by FactSet expected $1.11.Revenue for the quarter ended March 31 was $2.31 billion, up from $1.94 billion a year earlier.Analysts surveyed by FactSet expected $2.24 billion.The company said it expects Q2 adjusted EPS of $1.22 to $1.24.Analysts surveyed by FactSet expect $1.14.The company expects Q2 revenue of $2.39 billion to $2.41 billion.Analysts polled by FactSet expect $2.34 billion.For the full year, the company expects adjusted EPS of $4.88 to $5.00 and revenue of $9.58 billion to $9.73 billion.Analysts surveyed by FactSet expect EPS of $4.65 and revenue of $9.38 billion.Price: $269.99, Change: $+13.56, Percent Change: +5.29%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:HWM reported Q1 revenue of $2,313M (+19% Y/Y), beating consensus by $72M, with adj. EPS of $1.22 (+42% Y/Y) exceeding estimates by $0.11. Adj. EBITDA margin expanded 320 bps Y/Y to 32.0%, reflecting broad-based demand strength across commercial aerospace, defense, and gas turbines. Engine Products drove outperformance with 29% revenue growth and 400 bps margin expansion to 36.6%, while gas turbines surged 39% Y/Y. Management raised 2026 guidance substantially, lifting revenue by $550M to $9,650M, EBITDA by $300M to $3,060M, and EPS by $0.49 to $4.94. The $1.8B CAM acquisition closed in April, adding aerospace fastening capabilities, while free cash flow of $359M (+168% Y/Y) supported $300M in buybacks. We believe the guidance increase reflects sustained aerospace momentum, with gas turbines projected to double from $1B to $2B over three to five years on data center demand, reinforcing our view that HWM benefits from record OEM backlogs and structural market tailwinds.
Howmet Aerospace (HWM) said Monday it has appointed Jonathan Arena as chief legal and compliance officer.Arena, who will also serve as executive vice president, was previously vice president and chief counsel at Huntington Ingalls Industries' (HII) Newport News Shipbuilding division, Howmet said.Price: $253.96, Change: $+1.29, Percent Change: +0.51%
