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Howmet (HWM) Stock Looks 45% Expensive Despite Raised 2026 Guidance
Simply Wall St.6h agoneutral
Howmet (HWM) Stock Looks 45% Expensive Despite Raised 2026 Guidance

Howmet Aerospace stock is sitting near record levels after a very strong multi year run, yet the latest valuation work using a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples both point to the shares trading at a premium. Howmet Aerospace has delivered a very large gain of around 8x over 5 years, which means anyone looking at the stock today is stepping in after a powerful compounding period. Stronger earnings and revenue expectations following recent business...

5 Insightful Analyst Questions From Howmet’s Q2 Earnings Call
StockStory20h agoneutral
5 Insightful Analyst Questions From Howmet’s Q2 Earnings Call

Howmet’s second quarter was marked by broad-based growth across its end markets, with management highlighting strong demand from both commercial and defense aerospace customers as well as the industrial gas turbine segment. The company’s leadership attributed the performance to increased aircraft build rates, elevated spares activity, and a recovery in commercial transportation. CEO John Plant emphasized that organic growth remained robust even after accounting for recent acquisitions, with spar

HWM Q2 Deep Dive: Aerospace and Gas Turbine Demand Drive Upward Guidance
StockStory5d agoneutral
HWM Q2 Deep Dive: Aerospace and Gas Turbine Demand Drive Upward Guidance

Aerospace and defense company Howmet (NYSE:HWM) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 24.1% year on year to $2.55 billion. On top of that, next quarter’s revenue guidance ($2.58 billion at the midpoint) was surprisingly good and 4.1% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 6.7% above analysts’ consensus estimates.

Did Strong Q2 Results, Higher Guidance and Buybacks Just Shift Howmet Aerospace's (HWM) Investment Narrative?
Simply Wall St.6d agobullish
Did Strong Q2 Results, Higher Guidance and Buybacks Just Shift Howmet Aerospace's (HWM) Investment Narrative?

In the past week, Howmet Aerospace Inc. reported second‑quarter 2026 results with sales of US$2,547 million and net income of US$534 million, raised its full‑year 2026 revenue guidance baseline to US$10.05 billion, completed a US$2.80 billion share repurchase program, and declared a US$0.14 per‑share dividend payable on August 25, 2026. Together, the stronger earnings, higher full‑year outlook, and sizable buybacks highlight Howmet’s focus on scaling capacity while returning capital to...

Howmet Aerospace Q2 Earnings Call Highlights
MarketBeat7d agoneutral
Howmet Aerospace Q2 Earnings Call Highlights

Howmet Aerospace (NYSE:HWM) reported second-quarter results that exceeded the high end of its guidance, driven by continued growth in commercial aerospace, gas turbines and defense markets. The company also raised its full-year outlook for revenue, EBITDA, earnings per share and free cash flow. Rev

Howmet Stock Pops After Earnings But Remains Inside Buy Zone
Investor's Business Daily8d agobullish
Howmet Stock Pops After Earnings But Remains Inside Buy Zone

Howmet is the Big Cap 20 component in focus as the stock tests a key level after breaking out in June. The stock is wading in a 5% buy zone, rendering it actionable now. Both Howmet and fellow aerospace stock ATI reported robust earnings, causing several of these names to rally in unison.

Howmet (NYSE:HWM) Beats Expectations in Strong Q2 CY2026, Guides for Strong Full-Year Sales
StockStory9d agobullish
Howmet (NYSE:HWM) Beats Expectations in Strong Q2 CY2026, Guides for Strong Full-Year Sales

Aerospace and defense company Howmet (NYSE:HWM) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 24.1% year on year to $2.55 billion. On top of that, next quarter’s revenue guidance ($2.58 billion at the midpoint) was surprisingly good and 4.1% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 6.7% above analysts’ consensus estimates.

A Look At Howmet Aerospace’s (HWM) Valuation After Strong Q1 2026 Results And Raised Full Year Guidance
Simply Wall St.84d agoneutral
A Look At Howmet Aerospace’s (HWM) Valuation After Strong Q1 2026 Results And Raised Full Year Guidance

Howmet Aerospace (HWM) is back in the spotlight after Q1 2026 earnings topped expectations, and management raised full year guidance for both revenue and earnings, supported by demand in commercial aerospace and gas turbines. See our latest analysis for Howmet Aerospace. At a share price of $256.55, Howmet’s 21.18% year to date share price return and very large 5 year total shareholder return of more than 6x suggest momentum has built over time, even with recent pullbacks after the post...

Howmet (HWM) Q1 2026 Earnings Call Transcript
Motley Fool94d agoneutral
Howmet (HWM) Q1 2026 Earnings Call Transcript

Howmet had a very strong start to 2026. Sales were $2.31 billion, EBITDA of $740 million and earnings per share of $1.22. The EBITDA margin rate was 32%, and this margin was an increase of 320 basis points over the equivalent quarter last year.

Howmet Aerospace Q1 Earnings Call Highlights
MarketBeat96d agoneutral
Howmet Aerospace Q1 Earnings Call Highlights

Howmet Aerospace (NYSE:HWM) reported a stronger-than-expected first quarter of 2026, with management citing broad demand across commercial aerospace, defense aerospace and industrial gas turbines, along with continued growth in higher-margin spares revenue. Executive Chairman and Chief Executive Of

Howmet (HWM) Q1 Earnings Miss Estimates
Zacks100d agobearish
Howmet (HWM) Q1 Earnings Miss Estimates

Howmet (HWM) delivered earnings and revenue surprises of -22.40% and +3.41%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?