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Howmet Aerospace Community
NYSE:HWM Community
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Howmet Aerospace
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Howmet Aerospace
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Asia Pacific Air Travel And Defense Demand Will Expand Capacity
Key Takeaways Strong demand from commercial and defense aerospace markets, plus modern aircraft trends, underpin sustained revenue growth and higher net margins. Operational improvements, capacity expansions, and automation investments position the company for increased productivity and resilient long-term earnings.
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US$202.34
FV
15.4% undervalued
intrinsic discount
10.16%
Revenue growth p.a.
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5 days ago
author updated this narrative
Howmet Aerospace
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Narrow-Body Production Concerns Will Linger As Capacity Expansion Supports Resilience
Key Takeaways Potential production challenges and uncertain narrow-body aircraft demand could impact revenue and operating margins, reflecting conservative growth forecasts. Increased capital expenditure and headcount growth could strain cash flows and net margins, with liquidity pressured by share buybacks and dividend commitments.
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US$121.54
FV
40.9% overvalued
intrinsic discount
7.27%
Revenue growth p.a.
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0
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4 months ago
author updated this narrative
Howmet Aerospace
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
Growing Air Travel And Efficiency Trends Will Drive Aerospace Demand
Key Takeaways Surging aircraft demand and advanced material adoption position Howmet for sustained revenue and margin expansion through OEM and aftermarket channels. Strategic supply chain alignment and manufacturing optimization drive higher profitability, cash generation, and reinforced partnerships with aerospace leaders.
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US$159.65
FV
7.3% overvalued
intrinsic discount
12.98%
Revenue growth p.a.
Set Fair Value
0
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4 months ago
author updated this narrative
Your Valuation for
HWM
HWM
Howmet Aerospace
Your Fair Value
US$
Current Price
US$171.24
10.6% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-760m
14b
2015
2018
2021
2024
2025
2027
2030
Revenue US$12.0b
Earnings US$2.2b
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