Howmet Aerospace (HWM) Panoramica del titolo
Howmet Aerospace Inc. fornisce soluzioni ingegneristiche avanzate per l'industria aerospaziale e dei trasporti negli Stati Uniti, Giappone, Francia, Germania, Regno Unito, Messico, Italia, Canada, Polonia, Cina e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
HWM Community Fair Values
Create NarrativeSee what 145 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Howmet Aerospace Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$287.09 |
| Massimo di 52 settimane | US$290.63 |
| Minimo di 52 settimane | US$169.45 |
| Beta | 1.19 |
| Variazione di 1 mese | 4.35% |
| Variazione a 3 mesi | 18.42% |
| Variazione di 1 anno | 53.69% |
| Variazione a 3 anni | 472.12% |
| Variazione a 5 anni | 767.34% |
| Variazione dall'IPO | 1,417.39% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jul 16
Howmet Aerospace: A High-Quality Business Priced For Perfection At Peak Margins
Summary Howmet Aerospace is indispensable in defense and civil aviation, but its current valuation is unjustifiably high. HWM faces structural growth limits due to regulated profit margins, capital intensity, and supply chain risks, especially from Boeing and raw material inflation. Valuation models (DCF, relative, DDM) indicate 40–88% downside, even under optimistic scenarios, with no margin of safety at current prices. I assign HWM a SELL rating due to peak margins, aggressive buybacks at elevated prices, and significant macro, operational, and regulatory risks. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 10
HWM: Raised Guidance And Margin Ambitions Will Test Fair Valuation Sustainability
The analyst price target for Howmet Aerospace has been revised higher from $214.92 to $268.23, with analysts attributing the change to updated assumptions for stronger organic growth, margin expansion, and a slightly higher future P/E multiple reflected in recent research from firms raising targets into the $300+ range. Analyst Commentary Recent research on Howmet Aerospace highlights a generally constructive stance, with several firms lifting price targets into the US$300+ range while keeping positive ratings in place.
Aggiornamento narrativa • Jun 26
HWM: Future Margin Upside Will Rely On Defense And Data Center Demand
The analyst price target for Howmet Aerospace has shifted from about $234 to roughly $305 as analysts adjust fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in updated sector models following recent aerospace and defense research. Analyst Commentary Recent research on Howmet Aerospace highlights a cluster of upward price target revisions, with analysts fine tuning their models for valuation, execution and growth assumptions across the aerospace and defense group.Recent updates
Seeking Alpha • Jul 16
Howmet Aerospace: A High-Quality Business Priced For Perfection At Peak Margins
Summary Howmet Aerospace is indispensable in defense and civil aviation, but its current valuation is unjustifiably high. HWM faces structural growth limits due to regulated profit margins, capital intensity, and supply chain risks, especially from Boeing and raw material inflation. Valuation models (DCF, relative, DDM) indicate 40–88% downside, even under optimistic scenarios, with no margin of safety at current prices. I assign HWM a SELL rating due to peak margins, aggressive buybacks at elevated prices, and significant macro, operational, and regulatory risks. Read the full article on Seeking AlphaAggiornamento narrativa • Jul 10
HWM: Raised Guidance And Margin Ambitions Will Test Fair Valuation Sustainability
The analyst price target for Howmet Aerospace has been revised higher from $214.92 to $268.23, with analysts attributing the change to updated assumptions for stronger organic growth, margin expansion, and a slightly higher future P/E multiple reflected in recent research from firms raising targets into the $300+ range. Analyst Commentary Recent research on Howmet Aerospace highlights a generally constructive stance, with several firms lifting price targets into the US$300+ range while keeping positive ratings in place.Aggiornamento narrativa • Jun 26
HWM: Future Margin Upside Will Rely On Defense And Data Center Demand
The analyst price target for Howmet Aerospace has shifted from about $234 to roughly $305 as analysts adjust fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in updated sector models following recent aerospace and defense research. Analyst Commentary Recent research on Howmet Aerospace highlights a cluster of upward price target revisions, with analysts fine tuning their models for valuation, execution and growth assumptions across the aerospace and defense group.Articolo di analisi • 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...
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.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 AlphaSeeking 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 AlphaSeeking 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 AlphaRendimenti per gli azionisti
| HWM | US Aerospace & Defense | US Mercato | |
|---|---|---|---|
| 7D | 5.9% | -2.1% | -1.4% |
| 1Y | 53.7% | 17.1% | 16.4% |
Ritorno vs Industria: HWM ha superato il US Aerospace & Defense che ha restituito 17.1 % nell'ultimo anno.
Rendimento vs Mercato: HWM ha superato il mercato US che ha restituito 16.4 % nell'ultimo anno.
Volatilità dei prezzi
| HWM volatility | |
|---|---|
| HWM Average Weekly Movement | 4.7% |
| Aerospace & Defense Industry Average Movement | 9.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: HWM non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di HWM è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1888 | 25,430 | John Plant | www.howmet.com |
Howmet Aerospace Inc. fornisce soluzioni ingegneristiche avanzate per l'industria aerospaziale e dei trasporti negli Stati Uniti, in Giappone, Francia, Germania, Regno Unito, Messico, Italia, Canada, Polonia, Cina e a livello internazionale. Opera attraverso quattro segmenti: Prodotti per motori, Sistemi di fissaggio, Strutture ingegnerizzate e Ruote forgiate. Il segmento Prodotti per motori offre profili aerodinamici e anelli laminati senza saldatura, principalmente per motori aeronautici e turbine a gas industriali, e parti rotanti e strutturali.
Howmet Aerospace Inc. Riepilogo dei fondamenti
| HWM statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$112.31b |
| Utili (TTM) | US$1.74b |
| Ricavi(TTM) | US$8.62b |
65.9x
Rapporto P/E13.3x
Rapporto P/SHWM è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| HWM Conto economico (TTM) | |
|---|---|
| Ricavi | US$8.62b |
| Costo del fatturato | US$5.60b |
| Profitto lordo | US$3.02b |
| Altre spese | US$1.28b |
| Utili | US$1.74b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 06, 2026
| Utile per azione (EPS) | 4.36 |
| Margine lordo | 35.05% |
| Margine di profitto netto | 20.21% |
| Rapporto debito/patrimonio netto | 84.9% |
Come si è comportato HWM nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.2%
Rendimento attuale del dividendo11%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/23 22:06 |
| Prezzo dell'azione a fine giornata | 2026/07/23 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Howmet Aerospace Inc. è coperta da 33 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| David Strauss | Barclays |