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Howmet Aerospace Inc.NYSE:HWM Aktienübersicht

Marktkapitalisierung US$102.6b
Aktienkurs
US$256.55
US$233.7
9.8% überbewertet intrinsischer Abschlag
1Y55.4%
7D-0.2%
1D
Wert des Portfolios
Siehe

Howmet Aerospace Inc.

NYSE:HWM Lagerbericht

Marktkapitalisierung: US$102.6b

Howmet Aerospace (HWM) Aktienübersicht

Howmet Aerospace Inc. bietet fortschrittliche technische Lösungen für die Luft- und Raumfahrt- sowie die Transportindustrie in den Vereinigten Staaten, Japan, Frankreich, Deutschland, dem Vereinigten Königreich, Mexiko, Italien, Kanada, Polen, China und auf internationaler Ebene. Mehr Details

HWM grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung0/6
Künftiges Wachstum2/6
Vergangene Leistung5/6
Finanzielle Gesundheit5/6
Dividenden0/6

HWM Community Fair Values

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Howmet Aerospace Inc. Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Howmet Aerospace
Historische Aktienkurse
Aktueller AktienkursUS$256.55
52-Wochen-HochUS$280.74
52-Wochen-TiefUS$165.51
Beta1.19
1 Monat Veränderung5.82%
3 Monate Veränderung-1.69%
1 Jahr Veränderung55.40%
3 Jahre Veränderung489.77%
5 Jahre Veränderung623.08%
Veränderung seit IPO1,255.97%

Aktuelle Nachrichten und Updates

Narrativ-Update May 23

HWM: Sector Rebound And Technology Leadership Will Support Premium Future P/E Profile

Analysts have raised the fair value estimate for Howmet Aerospace to $340 from $315, citing updated sector models, higher price targets across several firms, and expectations that the aerospace group could see renewed interest following recent selloffs. Analyst Commentary Recent Street research on Howmet Aerospace shows a cluster of higher fair value estimates and price targets, with several bullish analysts revising their models following sector updates and company events.
Seeking Alpha May 21

Howmet Aerospace: Upgrade To Buy As Earnings Power Is A Lot Stronger Than I Thought

Summary Howmet Aerospace (HWM) is upgraded to Buy as earnings power and growth momentum strengthen, despite a demanding valuation. Q1 2026 saw revenue up 19% y/y, adj. EBITDA up 32% y/y, and adj. EPS up 42% y/y, driven by commercial aero spares and IGT. Commercial aero spares now comprise a larger, higher-margin revenue share, providing more durable growth less tied to new aircraft production. IGT demand is accelerating, supported by data center and microgrid trends, with capacity expansions positioning HWM for continued multi-year growth. Read the full article on Seeking Alpha

Recent updates

Narrativ-Update May 23

HWM: Sector Rebound And Technology Leadership Will Support Premium Future P/E Profile

Analysts have raised the fair value estimate for Howmet Aerospace to $340 from $315, citing updated sector models, higher price targets across several firms, and expectations that the aerospace group could see renewed interest following recent selloffs. Analyst Commentary Recent Street research on Howmet Aerospace shows a cluster of higher fair value estimates and price targets, with several bullish analysts revising their models following sector updates and company events.
Seeking Alpha May 21

Howmet Aerospace: Upgrade To Buy As Earnings Power Is A Lot Stronger Than I Thought

Summary Howmet Aerospace (HWM) is upgraded to Buy as earnings power and growth momentum strengthen, despite a demanding valuation. Q1 2026 saw revenue up 19% y/y, adj. EBITDA up 32% y/y, and adj. EPS up 42% y/y, driven by commercial aero spares and IGT. Commercial aero spares now comprise a larger, higher-margin revenue share, providing more durable growth less tied to new aircraft production. IGT demand is accelerating, supported by data center and microgrid trends, with capacity expansions positioning HWM for continued multi-year growth. Read the full article on Seeking Alpha
Narrativ-Update Apr 28

HWM: Aerospace And Turbine Demand Will Support Premium Future P/E Profile

Analysts kept the $315 price target unchanged for Howmet Aerospace, with modest tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions. These changes reflect a balance between recent Q4 upside, sector-weight and neutral initiations, and a mix of higher and lower individual firm targets across the Street.
Narrativ-Update Apr 14

HWM: Aerospace And Turbine Demand Will Support Premium Future P/E Multiple

The analyst price target for Howmet Aerospace remains at $315. Recent research ties this level to views that the company can support a premium future P/E multiple, slightly higher revenue growth assumptions, and continued strength across aerospace and gas turbine markets, even as some firms have adjusted individual targets up or down following the latest Q4 beat and 2026 outlook.
Narrativ-Update Mar 30

HWM: Aerospace And Turbine Demand Will Support Premium Future Earnings Multiple

Analysts are converging around a higher outlook for Howmet Aerospace, with several firms lifting price targets into the $265 to $315 range as they highlight stronger end market growth, record margins, and what they see as a business capable of supporting a premium P/E multiple. Analyst Commentary Bullish analysts are leaning into a constructive view on Howmet Aerospace, pointing to execution, earnings outperformance, and exposure to healthy end markets as key drivers behind a wave of higher price targets into the mid US$200s to low US$300s.
Narrativ-Update Mar 16

HWM: Aerospace And Turbine Demand And Record Margins Will Support Future Earnings

Analysts have lifted their average price target for Howmet Aerospace to $315, supported by research that highlights broad target increases in the $265 to $315 range, citing record margins, strong aerospace and gas turbine demand, and what they describe as solid execution across the portfolio. Analyst Commentary Bullish analysts are clustering their targets for Howmet Aerospace in a higher band between $265 and $315, with several pointing to record margins, strong aerospace and gas turbine demand, and what they view as consistent execution as key supports for these levels.
Narrativ-Update Mar 02

HWM: Aerospace And Gas Turbine Demand Will Support Sustained Future Earnings Power

Analysts have raised their average price target for Howmet Aerospace to $315 from about $286, citing stronger margin expectations, slightly revised growth assumptions, and a higher forward P/E multiple supported by recent earnings results and broad price target increases across Wall Street. Analyst Commentary Bullish analysts are largely supportive of the higher average price target, pointing to recent earnings, margin performance, and end market demand as key pillars behind their updated views on Howmet Aerospace.
Narrativ-Update Feb 16

HWM: Elevated Expectations Around Aerospace Demand Will Likely Magnify Execution Risk

Analysts have lifted their price targets on Howmet Aerospace, supporting a move in our fair value estimate from $121.54 to $214.92 as they highlight above trend growth across the portfolio, stronger aerospace and gas turbine demand, expanding margins, and durable pricing power that feeds into higher revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on Howmet Aerospace points to generally constructive sentiment, with several firms lifting price targets and updating models after the latest earnings.
Analyseartikel Feb 15

Howmet Aerospace Inc. (NYSE:HWM) Analysts Are Pretty Bullish On The Stock After Recent Results

It's been a pretty great week for Howmet Aerospace Inc. ( NYSE:HWM ) shareholders, with its shares surging 12% to...
Narrativ-Update Feb 02

HWM: Aircraft Production And Aftermarket Demand Will Support Sustained Future Earnings Power

Analysts have slightly raised their fair value estimate for Howmet Aerospace to reflect modestly updated assumptions around discount rates, revenue growth, margins, and future P/E. They cite recent price target increases across the Street that are tied to sector momentum, rising aircraft production, and sustained aftermarket demand.
Narrativ-Update Jan 19

HWM: Aero And Turbine Demand Strength Will Support Sustained Future Earnings Power

Narrative Update Analysts have lifted the implied price target for Howmet Aerospace from about $250 to roughly $284, citing refreshed models that reflect updated discount rate assumptions, slightly higher revenue growth expectations, modestly lower profit margin inputs, and a higher future P/E multiple supported by recent sector research. Analyst Commentary Recent Street research on Howmet Aerospace has leaned clearly positive, with several bullish analysts lifting price targets and reinforcing constructive views on execution and growth.
Analyseartikel Jan 05

Why The 21% Return On Capital At Howmet Aerospace (NYSE:HWM) Should Have Your Attention

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Narrativ-Update Jan 05

HWM: Future Margin Upside Will Rely On Aero Spares And Data Center Demand

Narrative Update: Howmet Aerospace Analysts have lifted their blended price target for Howmet Aerospace to about US$234 from roughly US$232, citing stronger high margin growth expectations, slightly higher projected revenue growth and profit margins, and a modestly lower assumed discount rate that align with recent price target increases to US$225, US$240, and US$250 following Q3 beats and upbeat guidance. Analyst Commentary Recent research updates on Howmet Aerospace have leaned firmly positive, with several bullish analysts lifting price targets after Q3 results and updated management commentary.
Narrativ-Update Dec 18

HWM: High-Margin Aero And Turbine Demand Will Drive Strong Upside Ahead

Analysts have lifted their price target on Howmet Aerospace to $250 from $159.65, citing accelerating high margin growth, stronger than expected Q3 results with improved guidance, and sustained demand tailwinds across aero production, engine spares, and industrial gas turbines. Analyst Commentary Bullish analysts have reiterated a constructive view on Howmet Aerospace, pointing to a combination of strong execution, rising earnings power, and durable end market demand as key drivers behind a series of upward price target revisions and rating upgrades.
Narrativ-Update Dec 04

HWM: Future Margin Expansion Will Be Driven By Rising Aero Engine Spares Demand

Analysts have raised their price target on Howmet Aerospace to $250 from $215, citing accelerating high margin growth, sustained double digit revenue expectations through 2026, and strengthening demand across aero and industrial gas turbine end markets. Analyst Commentary Street research remains overwhelmingly constructive on Howmet Aerospace, with multiple firms lifting price targets in response to strong quarterly execution and a clearer long term growth algorithm through 2026.
Narrativ-Update Nov 20

HWM: Future Margin Expansion Will Be Driven By Higher Production Rates

Analysts have increased their price target for Howmet Aerospace from $225 to $232 per share. They cite the company’s stronger revenue growth outlook, robust margin performance, and continued optimism for high-margin expansion across its end-markets.
Narrativ-Update Nov 05

HWM: Future Margins And Production Rates Will Drive Measured Opportunity And Risks

Analysts have raised their price target for Howmet Aerospace from $212 to $225, citing stronger-than-expected third quarter results, improved guidance, and ongoing momentum in key end-markets as primary drivers for the positive revision. Analyst Commentary Recent analyst activity reflects a constructive stance on Howmet Aerospace following its outperformance in the third quarter and upgraded financial guidance.
Narrativ-Update Oct 22

Analysts Raise Howmet Aerospace Price Target as Margin Expansion Drives Renewed Optimism

Howmet Aerospace's fair value target has been revised upward by analysts from approximately $206.38 to $211.99. This change reflects increased confidence in the company's margin expansion and resilience against industry headwinds following recent earnings updates.
Narrativ-Update Oct 08

Asia Pacific Air Travel And Defense Demand Will Expand Capacity

Howmet Aerospace's fair value target has been raised from $204.31 to $206.38. Analysts cite resilience in the aerospace supply chain along with continued confidence in the company's growth and margin expansion.
Analyseartikel Jun 28

We Think Howmet Aerospace (NYSE:HWM) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Jun 13

Is There Now An Opportunity In Howmet Aerospace Inc. (NYSE:HWM)?

Howmet Aerospace Inc. ( NYSE:HWM ) led the NYSE gainers with a relatively large price hike in the past couple of weeks...
Analyseartikel May 29

Is Now The Time To Put Howmet Aerospace (NYSE:HWM) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha Mar 30

Howmet Aerospace Could Be Out Of Runway

Summary Howmet Aerospace has been on a 95% rally this past year but could be seeing a plateau. Defense spending is looking to grow globally, and with a great FY2024 earnings, the FY2025 outlook is underwhelming for hyper-sensitive investors. Compared to the industry, Howmet Aerospace stock trades at a large premium. Read the full article on Seeking Alpha
Seeking Alpha Mar 19

Howmet Aerospace Has 2 Growth Engines At Play

Summary Howmet is positioned for durable growth in commercial aerospace and industrial gas turbines, potentially driving multi-year top-line growth and margin expansion. Despite Q4'24 challenges, HWM saw a 13% YoY sales increase in commercial aerospace and strong defense aerospace growth. Commercial aerospace is set to return to higher production yields in q1'25. Demand for natural gas turbines is expected to rise as hyperscalers seek to leverage gas with dedicated power sources in order to ensure constant electricity supply. Read the full article on Seeking Alpha
Seeking Alpha Feb 24

Howmet Aerospace: Here Is One Expensive Stock To Buy

Summary Howmet Aerospace reported strong earnings growth, with Q4 sales up 9% and EBITDA increasing 27%, driven by robust demand in commercial aerospace and defense segments. The company is well-positioned for future growth, with a 2025 sales guidance of 8% and EBITDA growth of 11%, supported by higher commercial airplane production. Despite appearing expensive, Howmet Aerospace's strong financial health, low debt, and focus on shareholder returns make it a compelling buy. The stock's growth potential is bolstered by opportunities in Boeing 737 and 787 production, and a strategic shift away from debt reduction to shareholder value. Read the full article on Seeking Alpha
Seeking Alpha Jan 22

Howmet Aerospace: Rating Upgrade As Near-Term Demand Outlook Can Support A Premium Multiple

Summary Upgraded Howmet Aerospace to a buy rating due to robust near-term growth outlook and potential for higher valuation multiples. Tight global aerospace supply chains boost HWM’s aftermarket segment as airlines rely on older aircraft, increasing maintenance and part replacement needs. Industrial gas turbines (IGTs) present significant growth potential for HWM, driven by AI and data center energy demands and regulatory tailwinds. Despite high valuation concerns, strong growth catalysts and market sentiment justify a buy rating, but investors should size positions carefully to mitigate risks. Read the full article on Seeking Alpha

Aktionärsrenditen

HWMUS Aerospace & DefenseUS Markt
7D-0.2%2.4%1.1%
1Y55.4%30.6%28.7%

Rendite im Vergleich zur Industrie: HWM übertraf die Branche US Aerospace & Defense , die im vergangenen Jahr eine Rendite von 30.6 erzielte.

Rendite vs. Markt: HWM übertraf den Markt US, der im vergangenen Jahr eine Rendite von 28.7 erzielte.

Preisvolatilität

Is HWM's price volatile compared to industry and market?
HWM volatility
HWM Average Weekly Movement5.3%
Aerospace & Defense Industry Average Movement9.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stabiler Aktienkurs: HWM hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: HWMDie wöchentliche Volatilität (5%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
188825,430John Plantwww.howmet.com

Howmet Aerospace Inc. bietet fortschrittliche technische Lösungen für die Luft- und Raumfahrt- sowie die Transportindustrie in den Vereinigten Staaten, Japan, Frankreich, Deutschland, Großbritannien, Mexiko, Italien, Kanada, Polen, China und international. Das Unternehmen ist in vier Segmenten tätig: Engine Products, Fastening Systems, Engineered Structures und Forged Wheels. Das Segment Triebwerksprodukte bietet Schaufeln und nahtlos gewalzte Ringe hauptsächlich für Flugzeugtriebwerke und Industriegasturbinen sowie rotierende und strukturelle Teile an.

Howmet Aerospace Inc.'s Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Howmet Aerospace im Vergleich zum Marktanteil des Unternehmens?
HWM grundlegende Statistiken
MarktanteilUS$102.65b
Gewinn(TTM)US$1.74b
Umsatz(TTM)US$8.62b
58.9x
Kurs-Gewinn-Verhältnis
11.9x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
HWM Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$8.62b
Kosten der EinnahmenUS$5.60b
BruttogewinnUS$3.02b
Sonstige AusgabenUS$1.28b
GewinnUS$1.74b

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)4.36
Bruttomarge35.05%
Nettogewinnspanne20.21%
Schulden/Eigenkapital-Verhältnis84.9%

Wie hat sich HWM auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

0.2%
Aktuelle Dividendenrendite
11%
Ausschüttungsquote

Zahlt HWM eine zuverlässige Dividende?

Siehe HWM Dividendenhistorie und Benchmarks
Bis wann müssen Sie HWM kaufen, um eine kommende Dividende zu erhalten?
Howmet Aerospace Dividendentermine
Ex-Dividenden DatumMay 08 2026
Datum der DividendenzahlungMay 26 2026
Tage bis Ex-Dividende18 days
Tage bis zum Datum der Dividendenzahlung0 days

Zahlt HWM eine zuverlässige Dividende?

Siehe HWM Dividendenhistorie und Benchmarks

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/25 20:51
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Howmet Aerospace Inc. wird von 34 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
John EadeArgus Research Company
Peter ArmentBaird
David StraussBarclays