Howmet Aerospace Inc.

NYSE:HWM Rapport sur les actions

Capitalisation boursière : US$111.1b

Howmet Aerospace Croissance future

Future contrôle des critères 2/6

Howmet Aerospace devrait augmenter ses bénéfices et son chiffre d'affaires de 14.1% et de 10.8% par an respectivement. Le BPA devrait croître de de 14.7% par an. Le rendement des capitaux propres devrait être 38.6% dans 3 ans.

Informations clés

14.1%

Taux de croissance des bénéfices

14.66%

Taux de croissance du BPA

Aerospace & Defense croissance des bénéfices18.3%
Taux de croissance des recettes10.8%
Rendement futur des capitaux propres38.58%
Couverture par les analystes

Good

Dernière mise à jour15 Jun 2026

Mises à jour récentes de la croissance future

Article d’analyse • 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...

Recent updates

Seeking Alpha • 11h

Howmet Aerospace: A Powerful Nexus Of Secular Trends

Summary Howmet Aerospace earns a 'Strong Buy' rating for its critical role in both the aerospace and AI infrastructure value chains. HWM commands a dominant market position, outpacing domestic competitors in aerospace revenue growth and leveraging a vast IP portfolio. The company is a key supplier to global gas turbine leaders, positioning HWM to benefit from sustained AI-driven energy demand and supply constraints. While HWM trades at elevated multiples, its consistent profitability improvements and exposure to secular megatrends justify market confidence in continued execution. Read the full article on Seeking Alpha
Article d’analyse • Jun 19

Howmet Aerospace (HWM) Stock Could Be 19% Overvalued After Strong Q1 And Higher Guidance

Howmet Aerospace (HWM) is back in focus after a strong first quarter, higher full year guidance, and portfolio moves that increased its exposure to higher margin aerospace businesses and current demand trends. See our latest analysis for Howmet Aerospace. At a share price of $277.66, Howmet Aerospace has seen momentum build, with a 30 day share price return of 9.70% and a year to date share price return of 31.15%, alongside a 1 year total shareholder return of 63.48% and a 5 year total...
Mise à jour du récit • Jun 07

HWM: Defense Aerospace Strength And Technology Footprint Will Support Premium Future P/E Profile

Analysts have nudged the average price target for Howmet Aerospace slightly higher to about $340, reflecting updated models that factor in modest tweaks to growth, profitability and valuation assumptions, alongside a series of recent target increases across the Street. Analyst Commentary Recent research on Howmet Aerospace points to a generally constructive tone, with multiple bullish analysts adjusting targets higher and framing the stock as a key way to gain exposure to aerospace trends.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
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

Prévisions de croissance des bénéfices et des revenus

NYSE:HWM - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202812,2552,8282,5413,11516
12/31/202711,0192,4162,1582,70319
12/31/20269,7482,0981,7882,29019
3/31/20268,6231,7431,6562,084N/A
12/31/20258,2521,5061,4311,884N/A
9/30/20257,9751,4481,2791,710N/A
6/30/20257,7211,3951,0181,423N/A
3/31/20257,5481,2541,0161,374N/A
12/31/20247,4301,1539771,298N/A
9/30/20247,2701,0751,0021,276N/A
6/30/20247,0939319721,223N/A
3/31/20246,8618588181,055N/A
12/31/20236,640763682901N/A
9/30/20236,422638689898N/A
6/30/20236,197530580772N/A
3/31/20235,942484506701N/A
12/31/20225,663467540733N/A
9/30/20225,435433372581N/A
6/30/20225,285380369583N/A
3/31/20225,087307304510N/A
12/31/20214,972256250449N/A
9/30/20214,925285112297N/A
6/30/20214,77629491265N/A
3/31/20214,83413641211N/A
12/31/20205,259209-2589N/A
9/30/20205,755221-27302N/A
6/30/20206,415243-85436N/A
3/31/20206,980191-114511N/A
12/31/20197,098124N/A461N/A
9/30/20198,836224N/A443N/A
6/30/201910,566327N/A325N/A
3/31/201912,321583N/A395N/A
12/31/20186,778307N/A217N/A
9/30/201813,813-305N/A125N/A
6/30/201813,525-364N/A17N/A
3/31/201813,213-290N/A-80N/A
12/31/201712,960-127N/A-39N/A
9/30/201712,656-708N/A289N/A
6/30/201712,558-760N/A652N/A
3/31/201712,531-918N/A905N/A
12/31/201612,394-1,131N/A95N/A
12/31/201512,413-226N/A1,582N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de HWM ( 14.1% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de HWM ( 14.1% par an) devraient croître plus lentement que le marché US ( 18.9% par an).

Croissance élevée des bénéfices: Les bénéfices de HWM devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de HWM ( 10.8% par an) devrait croître plus lentement que le marché de US ( 13% par an).

Croissance élevée des revenus: Le chiffre d'affaires de HWM ( 10.8% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de HWM devrait être élevé dans 3 ans ( 38.6 %)

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/22 00:29
Cours de l'action en fin de journée2026/06/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Howmet Aerospace Inc. est couverte par 34 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
John EadeArgus Research Company
Peter ArmentBaird
David StraussBarclays