US · Industrials · Aerospace & Defense
EPS came in at 1.33 against a street estimate of 1.23 — a beat of 8.1%.
Analysts rate Howmet Aerospace Inc a buy (20 buy, 5 hold, 0 sell out of 25) with an average price target of $337.13.
CONFIDENT HWM beat Q2 guidance across revenue, EBITDA, EPS. Organic growth 21%, EBITDA margins expanded 340bps to 32.1%. Strong aerospace/IGT demand; CapEx rising to $500M+ this year, 2027 higher still. CAM synergies delayed to 2027. Q2 2026 Call did not break out geographic segments. Analysts probed IGT ramp timelines (2–3 year lag for new equipment), widebody aero capacity adequacy, and CAM margin synergy timeline. Management emphasized customer demand certainty, internal capacity optimization, and 2027 as the synergy inflection year. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.03% |
| Vanguard Capital Management, LLC | 6.53% |
| JPMorgan Chase & Co | 5.26% |
| Vanguard Portfolio Management, LLC | 4.65% |
| State Street Corp | 4.59% |
| FMR Inc | 3.96% |
| T. Rowe Price Associates, Inc. | 3.87% |
| Geode Capital Management, LLC | 2.90% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 HOWMET AEROSPACE INC. – Q2 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q2 2026 Sales: $2,547 million vs. $2,053 million in Q2 2025 (+24%) • | 2026-08-06 |
| Results announced · Q3 2026 HOWMET AEROSPACE – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $2,547 million, up 24% year-over-year; organic growth 21% • Q2 2026 A | 2026-08-06 |
| Company announcement · Q2 2026 HOWMET AEROSPACE INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • JPY Term Loan prepayment: ¥29,702 million (approximately $187 million) paid off on May 2 | 2026-05-28 |
| Shareholder vote results · Q2 2026 HOWMET AEROSPACE INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: May 19, 2026 • Shares Outstanding (Record Date): 400,713,557 common | 2026-05-26 |
| Quarterly report · Q1 2026 HOWMET AEROSPACE INC. - Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Sales (Q1 2026): $2,313 million, up 19% from $1,942 million in Q1 20 | 2026-05-07 |
| Results announced · Q2 2026 HOWMET AEROSPACE Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $2,313 million, up 19% year-over-year (Q1 2025: $1,942 million) • GAAP EPS: $1. | 2026-05-07 |
| Proxy statement · Q2 2026 HOWMET AEROSPACE PROXY SUMMARY FOR RETAIL INVESTORS CEO COMPENSATION & CHANGE • 2025 CEO Total Compensation (John C. Plant): $17,180,000 • Change fr | 2026-04-06 |
| Annual report FY2025 HOWMET AEROSPACE INC. – 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Market value of outstanding common stock as of June 30, 2025: approximately $75 bi | 2026-02-12 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.14 / share ex-date Aug 7, 2026 · pay Aug 25, 2026 | 2026-08-07 |
| Dividend | $0.12 / share ex-date May 8, 2026 · pay May 26, 2026 | 2026-05-08 |
| Dividend | $0.12 / share ex-date Feb 6, 2026 · pay Feb 25, 2026 | 2026-02-06 |
| Dividend | $0.12 / share ex-date Nov 7, 2025 · pay Nov 25, 2025 | 2025-11-07 |
| Announcement | Date |
|---|---|
| Completed acquisition of Consolidated Aerospace Manufacturing for $1.8 billion Howmet Aerospace Inc. completed its acquisition of Consolidated Aerospace Manufacturing (a Stanley Black Decker subsidiary) on April 6, 2026, for approximately $1.8 billion in cash. This is | 2026-04-06 |
| Proposed acquisition of Consolidated Aerospace Manufacturing for $1.8 billion Howmet Aerospace announced plans to acquire Consolidated Aerospace Manufacturing (CAM) for approximately $1.8 billion. To fund this deal, the company will issue senior notes (bonds) and borr | 2026-02-17 |
| Entered into agreement to acquire Consolidated Aerospace Manufacturing for $1.8B Howmet Aerospace announced on December 22, 2025, that it has agreed to acquire Consolidated Aerospace Manufacturing, LLC from Stanley Black Decker for approximately $1.8 billion in cash. The | 2025-12-22 |
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Google PlayApp StoreData updated 2026-09-18.