Howmet Aerospace（1HWM）株式概要ハウメット・エアロスペース社は、米国、日本、フランス、ドイツ、英国、メキシコ、イタリア、カナダ、ポーランド、中国、そして世界各国において、航空宇宙産業および輸送産業向けの高度なエンジニアリング・ソリューションを提供しています。 詳細1HWM ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長4/6過去の実績4/6財務の健全性5/6配当金0/6報酬収益は年間14.29%増加すると予測されています 過去5年間の収益は年間39.2%増加しました。 リスク分析多額の負債を抱えている 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る1HWM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW485,942 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA485,942 investors already sharing narrativesYour Fair Value€Current Price€249.4017.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-918m14b2016201920222025202620282031Revenue US$14.5bEarnings US$2.9bAdvancedSet Fair ValueView all narrativesHowmet Aerospace Inc. 競合他社LeonardoSymbol: BIT:LDOMarket cap: €32.7bAvioSymbol: BIT:AVIOMarket cap: €1.5bPrysmianSymbol: BIT:PRYMarket cap: €36.1bGeneral DynamicsSymbol: NYSE:GDMarket cap: US$103.3b価格と性能株価の高値、安値、推移の概要Howmet Aerospace過去の株価現在の株価US$249.4052週高値US$259.0052週安値US$146.20ベータ1.211ヶ月の変化3.87%3ヶ月変化14.98%1年変化61.79%3年間の変化n/a5年間の変化n/aIPOからの変化795.51%最新ニュースDeclared Dividend • Jul 30First quarter dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 6th August 2026 Payment date: 25th August 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 12%.お知らせ • Jul 28Howmet Aerospace Inc. Approves Common Stock Dividend, Payable on August 25, 2026The Board of Directors of Howmet Aerospace Inc. declared a dividend of 14 cents per share on the outstanding Common Stock of the Company, to be paid on August 25, 2026, to the holders of record of the Common Stock at the close of business on August 7, 2026.お知らせ • Jul 09Howmet Aerospace Inc. to Report Q2, 2026 Results on Aug 06, 2026Howmet Aerospace Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Aug 06, 2026お知らせ • Jun 29+ 1 more updateHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Growth BenchmarkHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Growth BenchmarkRecent Insider Transactions • May 14Insider recently sold €9.6m worth of stockOn the 11th of May, Neil Marchuk sold around 42k shares on-market at roughly €229 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €9.6m. Insiders have been net sellers, collectively disposing of €21m more than they bought in the last 12 months.お知らせ • May 10+ 1 more updateHowmet Aerospace Inc. Increases Earnings Guidance for the Fiscal Year 2026Howmet Aerospace Inc. increased earnings guidance for the fiscal year 2026. For the Fiscal Year 2026, the company expected revenue of approximately $9,575 million to $9,725, with baseline of $9,650 million (+$550 million Baseline Change).最新情報をもっと見るRecent updatesDeclared Dividend • Jul 30First quarter dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 6th August 2026 Payment date: 25th August 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 12%.お知らせ • Jul 28Howmet Aerospace Inc. Approves Common Stock Dividend, Payable on August 25, 2026The Board of Directors of Howmet Aerospace Inc. declared a dividend of 14 cents per share on the outstanding Common Stock of the Company, to be paid on August 25, 2026, to the holders of record of the Common Stock at the close of business on August 7, 2026.お知らせ • Jul 09Howmet Aerospace Inc. to Report Q2, 2026 Results on Aug 06, 2026Howmet Aerospace Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Aug 06, 2026お知らせ • Jun 29+ 1 more updateHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Growth BenchmarkHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Growth BenchmarkRecent Insider Transactions • May 14Insider recently sold €9.6m worth of stockOn the 11th of May, Neil Marchuk sold around 42k shares on-market at roughly €229 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €9.6m. Insiders have been net sellers, collectively disposing of €21m more than they bought in the last 12 months.お知らせ • May 10+ 1 more updateHowmet Aerospace Inc. Increases Earnings Guidance for the Fiscal Year 2026Howmet Aerospace Inc. increased earnings guidance for the fiscal year 2026. For the Fiscal Year 2026, the company expected revenue of approximately $9,575 million to $9,725, with baseline of $9,650 million (+$550 million Baseline Change).Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$1.45 (vs US$0.85 in 1Q 2025)First quarter 2026 results: EPS: US$1.45 (up from US$0.85 in 1Q 2025). Revenue: US$2.31b (up 19% from 1Q 2025). Net income: US$580.0m (up 69% from 1Q 2025). Profit margin: 25% (up from 18% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.Board Change • May 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Gunner Smith was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Apr 27Fourth quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 7th May 2026 Payment date: 26th May 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 13%.New Risk • Apr 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Share price has been volatile over the past 3 months (6.7% average weekly change). Significant insider selling over the past 3 months (€9.8m sold).お知らせ • Apr 23Howmet Aerospace Board Approves Common Stock Dividend, Payable on May 26, 2026Howmet Aerospace Inc. declared a dividend of 12 cents per share on the outstanding Common Stock of the Company, to be paid on May 26, 2026, to the holders of record of the Common Stock at the close of business on May 8, 2026.お知らせ • Apr 14Howmet Aerospace Inc. Appoints Jonathan Arena as Executive Vice President, Chief Legal and Compliance Officer and SecretaryHowmet Aerospace Inc. announced on April 13, 2026, that Jonathan Arena has joined Howmet as Executive Vice President, Chief Legal and Compliance Officer and Secretary. He will also serve on the Howmet Aerospace Executive Leadership Team, the senior leadership team that sets strategic direction for the company. Jon most recently was Vice President and Chief Counsel at Huntington Ingalls Industries, Newport News Shipbuilding Division. Prior to Huntington Ingalls Industries, he held senior legal roles at The Boeing Company and the National Aeronautics and Space Administration (NASA). He holds degrees from The Ohio State University, Washington University in St. Louis and William & Mary law school.お知らせ • Apr 09Howmet Aerospace Inc. to Report Q1, 2026 Results on May 07, 2026Howmet Aerospace Inc. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on May 07, 2026お知らせ • Apr 07+ 1 more updateHowmet Aerospace Inc., Annual General Meeting, May 19, 2026Howmet Aerospace Inc., Annual General Meeting, May 19, 2026.Buy Or Sell Opportunity • Mar 27Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €204. The fair value is estimated to be €165, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Recent Insider Transactions • Feb 22Executive VP & CAO recently sold €9.6m worth of stockOn the 18th of February, Neil Marchuk sold around 45k shares on-market at roughly €213 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €129m more than they bought in the last 12 months.Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$3.73 (vs US$2.83 in FY 2024)Full year 2025 results: EPS: US$3.73 (up from US$2.83 in FY 2024). Revenue: US$8.25b (up 11% from FY 2024). Net income: US$1.51b (up 31% from FY 2024). Profit margin: 18% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €209, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 26x in the Aerospace & Defense industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €158 per share.お知らせ • Feb 12Howmet Aerospace Inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2026Howmet Aerospace Inc. provided earnings guidance for the First quarter and Fiscal Year 2026. For the quarter, the company expects revenue in the range of $2.225 Billion to $2.245 Billion, with baseline of $2.235 billion. For the Fiscal Year 2026, the company expected revenue of approximately $9 billion to $9.2 billion, with baseline of $9.1 billion.Declared Dividend • Jan 23Third quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 5th February 2026 Payment date: 25th February 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 15%.お知らせ • Jan 20Howmet Aerospace Inc. Declares Common Stock Dividend, Payable on February 25, 2026The Board of Directors of Howmet Aerospace Inc. declared a dividend of 12 cents per share on the outstanding Common Stock of the Company, to be paid on February 25, 2026, to the holders of record of the Common Stock at the close of business on February 6, 2026.お知らせ • Jan 15Howmet Aerospace Inc. to Report Q4, 2025 Results on Feb 12, 2026Howmet Aerospace Inc. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Feb 12, 2026お知らせ • Dec 22Howmet Aerospace Inc. (NYSE:HWM) entered into a definitive agreement to acquire Consolidated Aerospace Manufacturing, LLC from Stanley Black & Decker, Inc. (NYSE:SWK) for $1.8 billion.Howmet Aerospace Inc. (NYSE:HWM) entered into a definitive agreement to acquire Consolidated Aerospace Manufacturing, LLC from Stanley Black & Decker, Inc. (NYSE:SWK) for $1.8 billion on December 22, 2025. The cash purchase price of $1.805 billion is subject to customary adjustments. Upon closing the transaction, the Company expects to avoid earnings per share dilution and expects the after-tax proceeds to be in the range of $1.525 billion to $1.6 billion. Stanley Black & Decker expects to utilize the net cash proceeds of the transaction to reduce debt. The combination of synergies and the aforementioned tax benefit is expected to result in a FY 2026 adjusted EBITDA transaction multiple of approximately 13x. Until the transaction closes, the results of CAM will remain in continuing operations and will not be reclassified as discontinued operations. The transaction is expected to close in the first half of 2026 and is subject to regulatory approval and other customary closing conditions. J.P. Morgan Securities LLC is serving as financial advisor to Howmet Aerospace, and Kyle Harris, Glenn McGrory, Partners Brian Byrne, Puja Patel, Christopher Cook, Jackie Holland, Niamh Martyn, Giuseppe Scassellati-Sforzolini, John Messent, Vladimir Novak, Francesco Iodice, Craig Brod, Francesca Odell, Meme Peponis, Catherine Grimm, Nina Bell, Julia Petty, Daniel Ilan, Gabriela Landolfo, Beau Sterling, Meyer Fedida, Maureen Linch, Cindy Resnick, Chase Kaniecki, James Corsiglia of Cleary Gottlieb Steen & Hamilton LLP is serving as legal counsel.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$0.95 (vs US$0.81 in 3Q 2024)Third quarter 2025 results: EPS: US$0.95 (up from US$0.81 in 3Q 2024). Revenue: US$2.09b (up 14% from 3Q 2024). Net income: US$385.0m (up 16% from 3Q 2024). Profit margin: 18% (in line with 3Q 2024). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.お知らせ • Oct 30+ 1 more updateHowmet Aerospace Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 and Full Fiscal Year 2025 and 2026Howmet Aerospace Inc. provided earnings guidance for the fourth quarter of 2025 and full fiscal year 2025 and 2026. For the quarter, the company expects revenue in the range of $2.090 Billion to $2.110 Billion. Earnings per share, $0.95 plus or minus $0.01. For the full fiscal year 2025, the company expected revenue to be in the range of $8.175 billion to $8.195 billion. Earnings per share of $3.67 plus or minus $0.01. For the full fiscal year 2026, the company expected revenue of approximately $9 billion, up approximately 10% year over year.お知らせ • Oct 23+ 1 more updateHowmet Aerospace Inc. Announces Executive ChangesOn October 20, 2025, after 21 years of service to Howmet Aerospace Inc. and in turning 60, Ken Giacobbe, Executive Vice President, has decided to retire on December 31, 2025. Mr. Giacobbe has been a valued contributor to Howmet’s success. He has been a trusted partner to John Plant, Executive Chairman and Chief Executive Officer, and an invaluable resource to the Company’s Board of Directors and the businesses within Howmet. From December 1 to December 31, 2025, Mr. Giacobbe will serve as special advisor to Mr. Plant. The Company wishes Mr. Giacobbe well in his retirement. Effective December 1, 2025, Patrick Winterlich will join Howmet as Executive Vice President. Mr. Winterlich most recently was Executive Vice President and Chief Financial Officer at Hexcel Corporation (“ Hexcel”). He joined Hexcel in 1998 and has held roles of increasing responsibility in Finance, Operations, and Information Technology, prior to assuming his current role as Executive Vice President and Chief Financial Officer at Hexcel in 2017. Mr. Winterlich will be based in Howmet’s Global Headquarters in Pittsburgh, Pennsylvania.Declared Dividend • Oct 05Second quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 6th November 2025 Payment date: 25th November 2025 Dividend yield will be 0.3%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 19%.お知らせ • Oct 01+ 1 more updateHowmet Aerospace Inc. to Report Q3, 2025 Results on Oct 30, 2025Howmet Aerospace Inc. announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Oct 30, 2025お知らせ • Aug 21Lola F. Lin Intends to Resign as Executive Vice President, Chief Legal and Compliance Officer and Secretary of Howmet Aerospace Inc., Effective September 5, 2025Howmet Aerospace Inc. announced that on August 15, 2025, Lola F. Lin, Executive Vice President, Chief Legal and Compliance Officer and Secretary, notified the company of her intention to resign from the Company, effective as of September 5, 2025, to pursue another opportunity. Until a successor is appointed, the Legal and Compliance teams will report to Neil E. Marchuk, Executive Vice President and Chief Administrative Officer.Recent Insider Transactions • Aug 07Executive VP recently sold €2.0m worth of stockOn the 5th of August, Lola Lin sold around 13k shares on-market at roughly €156 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €113m. Insiders have been net sellers, collectively disposing of €140m more than they bought in the last 12 months.Buy Or Sell Opportunity • Aug 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €158. The fair value is estimated to be €132, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 9.2% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: US$1.01 (vs US$0.65 in 2Q 2024)Second quarter 2025 results: EPS: US$1.01 (up from US$0.65 in 2Q 2024). Revenue: US$2.05b (up 9.2% from 2Q 2024). Net income: US$406.0m (up 53% from 2Q 2024). Profit margin: 20% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.お知らせ • Jul 31+ 1 more updateHowmet Aerospace Inc. Provides Earnings Guidance for the Third Quarter of the Year 2025Howmet Aerospace Inc. provided earnings guidance for the third quarter of the year 2025. For the quarter, the company expects revenue to be between $2.020 billion to $2.040 billion.お知らせ • Jul 30Howmet Aerospace Inc. Board Approves Common Stock Dividends, Payable on August 25, 2025The Board of Directors of Howmet Aerospace Inc. declared a dividend of 12 cents per share on the outstanding Common Stock of the Company, to be paid on August 25, 2025 to the holders of record of the Common Stock at the close of business on August 8, 2025.Buy Or Sell Opportunity • Jul 17Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €162. The fair value is estimated to be €134, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Jul 10Howmet Aerospace Inc. to Report Q2, 2025 Results on Jul 31, 2025Howmet Aerospace Inc. announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on Jul 31, 2025お知らせ • Jun 30+ 3 more updatesHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Value IndexHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Value Indexお知らせ • May 01+ 1 more updateHowmet Aerospace Inc. Provides Earnings Guidance for the Second Quarter of the Year 2025Howmet Aerospace Inc. provided earnings guidance for the second quarter of the year 2025. For the quarter, the company expects revenue to be between $1.980 billion to $2.000 billion.株主還元1HWMIT Aerospace & DefenseIT 市場7D-0.4%4.8%3.2%1Y61.8%16.7%26.4%株主還元を見る業界別リターン: 1HWM過去 1 年間で16.7 % の収益を上げたItalian Aerospace & Defense業界を上回りました。リターン対市場: 1HWM過去 1 年間で26.4 % の収益を上げたItalian市場を上回りました。価格変動Is 1HWM's price volatile compared to industry and market?1HWM volatility1HWM Average Weekly Movement4.2%Aerospace & Defense Industry Average Movement5.3%Market Average Movement4.7%10% most volatile stocks in IT Market7.9%10% least volatile stocks in IT Market2.9%安定した株価: 1HWM 、 Italian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1HWMの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト188825,430John Plantwww.howmet.comハウメット・エアロスペース社は、米国、日本、フランス、ドイツ、英国、メキシコ、イタリア、カナダ、ポーランド、中国、および国際的な航空宇宙および輸送産業向けに高度なエンジニアリング・ソリューションを提供している。4つのセグメントを通じて事業を展開している：エンジン製品事業、ファスニング・システム事業、エンジニアード・ストラクチャー事業、鍛造ホイール事業。エンジン製品部門は、主に航空機エンジンと産業用ガスタービン用の翼形材とシームレス圧延リング、および回転部品と構造部品を提供している。ファスニング・システム部門は、航空宇宙用ファスニング・システム、商用輸送用ファスニング、工業用ファスニング、その他のファスニング、およびラッチ、ベアリング、流体継手、取り付け工具を製造している。エンジニアード・ストラクチャーズ部門は、航空宇宙・防衛用途向けにチタンインゴット・鍛造品、アルミニウム・ニッケル鍛造品、機械加工部品・組立品、航空フレーム、翼、航空エンジン、着陸装置部品向けにチタン鍛造品、押出品、成形・機械加工サービスを提供している。鍛造ホイール部門は、大型トラックと商業輸送市場向けに鍛造アルミホイールと関連製品を提供している。以前はアルコニック社として知られていた。ハウメット・エアロスペース社は1888年に設立され、ペンシルバニア州ピッツバーグに本拠を置く。もっと見るHowmet Aerospace Inc. 基礎のまとめHowmet Aerospace の収益と売上を時価総額と比較するとどうか。1HWM 基礎統計学時価総額€99.36b収益（TTM）€1.51b売上高(TTM)€7.48b66.2xPER（株価収益率13.4xP/Sレシオ1HWM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1HWM 損益計算書（TTM）収益US$8.62b売上原価US$5.60b売上総利益US$3.02bその他の費用US$1.28b収益US$1.74b直近の収益報告Mar 31, 2026次回決算日Aug 06, 2026一株当たり利益（EPS）4.36グロス・マージン35.05%純利益率20.21%有利子負債／自己資本比率84.9%1HWM の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.2%現在の配当利回り11%配当性向1HWM 配当は確実ですか？1HWM 配当履歴とベンチマークを見る1HWM 、いつまでに購入すれば配当金を受け取れますか？Howmet Aerospace 配当日配当落ち日Aug 06 2026配当支払日Aug 25 2026配当落ちまでの日数1 day配当支払日までの日数20 days1HWM 配当は確実ですか？1HWM 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/04 04:40終値2026/08/04 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Howmet Aerospace Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33 アナリスト機関John EadeArgus Research CompanyPeter ArmentBairdDavid StraussBarclays30 その他のアナリストを表示
Declared Dividend • Jul 30First quarter dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 6th August 2026 Payment date: 25th August 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 12%.
お知らせ • Jul 28Howmet Aerospace Inc. Approves Common Stock Dividend, Payable on August 25, 2026The Board of Directors of Howmet Aerospace Inc. declared a dividend of 14 cents per share on the outstanding Common Stock of the Company, to be paid on August 25, 2026, to the holders of record of the Common Stock at the close of business on August 7, 2026.
お知らせ • Jul 09Howmet Aerospace Inc. to Report Q2, 2026 Results on Aug 06, 2026Howmet Aerospace Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Aug 06, 2026
お知らせ • Jun 29+ 1 more updateHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Growth BenchmarkHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Growth Benchmark
Recent Insider Transactions • May 14Insider recently sold €9.6m worth of stockOn the 11th of May, Neil Marchuk sold around 42k shares on-market at roughly €229 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €9.6m. Insiders have been net sellers, collectively disposing of €21m more than they bought in the last 12 months.
お知らせ • May 10+ 1 more updateHowmet Aerospace Inc. Increases Earnings Guidance for the Fiscal Year 2026Howmet Aerospace Inc. increased earnings guidance for the fiscal year 2026. For the Fiscal Year 2026, the company expected revenue of approximately $9,575 million to $9,725, with baseline of $9,650 million (+$550 million Baseline Change).
Declared Dividend • Jul 30First quarter dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 6th August 2026 Payment date: 25th August 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 12%.
お知らせ • Jul 28Howmet Aerospace Inc. Approves Common Stock Dividend, Payable on August 25, 2026The Board of Directors of Howmet Aerospace Inc. declared a dividend of 14 cents per share on the outstanding Common Stock of the Company, to be paid on August 25, 2026, to the holders of record of the Common Stock at the close of business on August 7, 2026.
お知らせ • Jul 09Howmet Aerospace Inc. to Report Q2, 2026 Results on Aug 06, 2026Howmet Aerospace Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Aug 06, 2026
お知らせ • Jun 29+ 1 more updateHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Growth BenchmarkHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Growth Benchmark
Recent Insider Transactions • May 14Insider recently sold €9.6m worth of stockOn the 11th of May, Neil Marchuk sold around 42k shares on-market at roughly €229 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €9.6m. Insiders have been net sellers, collectively disposing of €21m more than they bought in the last 12 months.
お知らせ • May 10+ 1 more updateHowmet Aerospace Inc. Increases Earnings Guidance for the Fiscal Year 2026Howmet Aerospace Inc. increased earnings guidance for the fiscal year 2026. For the Fiscal Year 2026, the company expected revenue of approximately $9,575 million to $9,725, with baseline of $9,650 million (+$550 million Baseline Change).
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$1.45 (vs US$0.85 in 1Q 2025)First quarter 2026 results: EPS: US$1.45 (up from US$0.85 in 1Q 2025). Revenue: US$2.31b (up 19% from 1Q 2025). Net income: US$580.0m (up 69% from 1Q 2025). Profit margin: 25% (up from 18% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.
Board Change • May 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Gunner Smith was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Apr 27Fourth quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 7th May 2026 Payment date: 26th May 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 13%.
New Risk • Apr 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Share price has been volatile over the past 3 months (6.7% average weekly change). Significant insider selling over the past 3 months (€9.8m sold).
お知らせ • Apr 23Howmet Aerospace Board Approves Common Stock Dividend, Payable on May 26, 2026Howmet Aerospace Inc. declared a dividend of 12 cents per share on the outstanding Common Stock of the Company, to be paid on May 26, 2026, to the holders of record of the Common Stock at the close of business on May 8, 2026.
お知らせ • Apr 14Howmet Aerospace Inc. Appoints Jonathan Arena as Executive Vice President, Chief Legal and Compliance Officer and SecretaryHowmet Aerospace Inc. announced on April 13, 2026, that Jonathan Arena has joined Howmet as Executive Vice President, Chief Legal and Compliance Officer and Secretary. He will also serve on the Howmet Aerospace Executive Leadership Team, the senior leadership team that sets strategic direction for the company. Jon most recently was Vice President and Chief Counsel at Huntington Ingalls Industries, Newport News Shipbuilding Division. Prior to Huntington Ingalls Industries, he held senior legal roles at The Boeing Company and the National Aeronautics and Space Administration (NASA). He holds degrees from The Ohio State University, Washington University in St. Louis and William & Mary law school.
お知らせ • Apr 09Howmet Aerospace Inc. to Report Q1, 2026 Results on May 07, 2026Howmet Aerospace Inc. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on May 07, 2026
お知らせ • Apr 07+ 1 more updateHowmet Aerospace Inc., Annual General Meeting, May 19, 2026Howmet Aerospace Inc., Annual General Meeting, May 19, 2026.
Buy Or Sell Opportunity • Mar 27Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €204. The fair value is estimated to be €165, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Recent Insider Transactions • Feb 22Executive VP & CAO recently sold €9.6m worth of stockOn the 18th of February, Neil Marchuk sold around 45k shares on-market at roughly €213 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €129m more than they bought in the last 12 months.
Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$3.73 (vs US$2.83 in FY 2024)Full year 2025 results: EPS: US$3.73 (up from US$2.83 in FY 2024). Revenue: US$8.25b (up 11% from FY 2024). Net income: US$1.51b (up 31% from FY 2024). Profit margin: 18% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €209, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 26x in the Aerospace & Defense industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €158 per share.
お知らせ • Feb 12Howmet Aerospace Inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2026Howmet Aerospace Inc. provided earnings guidance for the First quarter and Fiscal Year 2026. For the quarter, the company expects revenue in the range of $2.225 Billion to $2.245 Billion, with baseline of $2.235 billion. For the Fiscal Year 2026, the company expected revenue of approximately $9 billion to $9.2 billion, with baseline of $9.1 billion.
Declared Dividend • Jan 23Third quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 5th February 2026 Payment date: 25th February 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 15%.
お知らせ • Jan 20Howmet Aerospace Inc. Declares Common Stock Dividend, Payable on February 25, 2026The Board of Directors of Howmet Aerospace Inc. declared a dividend of 12 cents per share on the outstanding Common Stock of the Company, to be paid on February 25, 2026, to the holders of record of the Common Stock at the close of business on February 6, 2026.
お知らせ • Jan 15Howmet Aerospace Inc. to Report Q4, 2025 Results on Feb 12, 2026Howmet Aerospace Inc. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Feb 12, 2026
お知らせ • Dec 22Howmet Aerospace Inc. (NYSE:HWM) entered into a definitive agreement to acquire Consolidated Aerospace Manufacturing, LLC from Stanley Black & Decker, Inc. (NYSE:SWK) for $1.8 billion.Howmet Aerospace Inc. (NYSE:HWM) entered into a definitive agreement to acquire Consolidated Aerospace Manufacturing, LLC from Stanley Black & Decker, Inc. (NYSE:SWK) for $1.8 billion on December 22, 2025. The cash purchase price of $1.805 billion is subject to customary adjustments. Upon closing the transaction, the Company expects to avoid earnings per share dilution and expects the after-tax proceeds to be in the range of $1.525 billion to $1.6 billion. Stanley Black & Decker expects to utilize the net cash proceeds of the transaction to reduce debt. The combination of synergies and the aforementioned tax benefit is expected to result in a FY 2026 adjusted EBITDA transaction multiple of approximately 13x. Until the transaction closes, the results of CAM will remain in continuing operations and will not be reclassified as discontinued operations. The transaction is expected to close in the first half of 2026 and is subject to regulatory approval and other customary closing conditions. J.P. Morgan Securities LLC is serving as financial advisor to Howmet Aerospace, and Kyle Harris, Glenn McGrory, Partners Brian Byrne, Puja Patel, Christopher Cook, Jackie Holland, Niamh Martyn, Giuseppe Scassellati-Sforzolini, John Messent, Vladimir Novak, Francesco Iodice, Craig Brod, Francesca Odell, Meme Peponis, Catherine Grimm, Nina Bell, Julia Petty, Daniel Ilan, Gabriela Landolfo, Beau Sterling, Meyer Fedida, Maureen Linch, Cindy Resnick, Chase Kaniecki, James Corsiglia of Cleary Gottlieb Steen & Hamilton LLP is serving as legal counsel.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$0.95 (vs US$0.81 in 3Q 2024)Third quarter 2025 results: EPS: US$0.95 (up from US$0.81 in 3Q 2024). Revenue: US$2.09b (up 14% from 3Q 2024). Net income: US$385.0m (up 16% from 3Q 2024). Profit margin: 18% (in line with 3Q 2024). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.
お知らせ • Oct 30+ 1 more updateHowmet Aerospace Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 and Full Fiscal Year 2025 and 2026Howmet Aerospace Inc. provided earnings guidance for the fourth quarter of 2025 and full fiscal year 2025 and 2026. For the quarter, the company expects revenue in the range of $2.090 Billion to $2.110 Billion. Earnings per share, $0.95 plus or minus $0.01. For the full fiscal year 2025, the company expected revenue to be in the range of $8.175 billion to $8.195 billion. Earnings per share of $3.67 plus or minus $0.01. For the full fiscal year 2026, the company expected revenue of approximately $9 billion, up approximately 10% year over year.
お知らせ • Oct 23+ 1 more updateHowmet Aerospace Inc. Announces Executive ChangesOn October 20, 2025, after 21 years of service to Howmet Aerospace Inc. and in turning 60, Ken Giacobbe, Executive Vice President, has decided to retire on December 31, 2025. Mr. Giacobbe has been a valued contributor to Howmet’s success. He has been a trusted partner to John Plant, Executive Chairman and Chief Executive Officer, and an invaluable resource to the Company’s Board of Directors and the businesses within Howmet. From December 1 to December 31, 2025, Mr. Giacobbe will serve as special advisor to Mr. Plant. The Company wishes Mr. Giacobbe well in his retirement. Effective December 1, 2025, Patrick Winterlich will join Howmet as Executive Vice President. Mr. Winterlich most recently was Executive Vice President and Chief Financial Officer at Hexcel Corporation (“ Hexcel”). He joined Hexcel in 1998 and has held roles of increasing responsibility in Finance, Operations, and Information Technology, prior to assuming his current role as Executive Vice President and Chief Financial Officer at Hexcel in 2017. Mr. Winterlich will be based in Howmet’s Global Headquarters in Pittsburgh, Pennsylvania.
Declared Dividend • Oct 05Second quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 6th November 2025 Payment date: 25th November 2025 Dividend yield will be 0.3%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 19%.
お知らせ • Oct 01+ 1 more updateHowmet Aerospace Inc. to Report Q3, 2025 Results on Oct 30, 2025Howmet Aerospace Inc. announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Oct 30, 2025
お知らせ • Aug 21Lola F. Lin Intends to Resign as Executive Vice President, Chief Legal and Compliance Officer and Secretary of Howmet Aerospace Inc., Effective September 5, 2025Howmet Aerospace Inc. announced that on August 15, 2025, Lola F. Lin, Executive Vice President, Chief Legal and Compliance Officer and Secretary, notified the company of her intention to resign from the Company, effective as of September 5, 2025, to pursue another opportunity. Until a successor is appointed, the Legal and Compliance teams will report to Neil E. Marchuk, Executive Vice President and Chief Administrative Officer.
Recent Insider Transactions • Aug 07Executive VP recently sold €2.0m worth of stockOn the 5th of August, Lola Lin sold around 13k shares on-market at roughly €156 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €113m. Insiders have been net sellers, collectively disposing of €140m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Aug 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €158. The fair value is estimated to be €132, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 9.2% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: US$1.01 (vs US$0.65 in 2Q 2024)Second quarter 2025 results: EPS: US$1.01 (up from US$0.65 in 2Q 2024). Revenue: US$2.05b (up 9.2% from 2Q 2024). Net income: US$406.0m (up 53% from 2Q 2024). Profit margin: 20% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.
お知らせ • Jul 31+ 1 more updateHowmet Aerospace Inc. Provides Earnings Guidance for the Third Quarter of the Year 2025Howmet Aerospace Inc. provided earnings guidance for the third quarter of the year 2025. For the quarter, the company expects revenue to be between $2.020 billion to $2.040 billion.
お知らせ • Jul 30Howmet Aerospace Inc. Board Approves Common Stock Dividends, Payable on August 25, 2025The Board of Directors of Howmet Aerospace Inc. declared a dividend of 12 cents per share on the outstanding Common Stock of the Company, to be paid on August 25, 2025 to the holders of record of the Common Stock at the close of business on August 8, 2025.
Buy Or Sell Opportunity • Jul 17Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €162. The fair value is estimated to be €134, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Jul 10Howmet Aerospace Inc. to Report Q2, 2025 Results on Jul 31, 2025Howmet Aerospace Inc. announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on Jul 31, 2025
お知らせ • Jun 30+ 3 more updatesHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Value IndexHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Value Index
お知らせ • May 01+ 1 more updateHowmet Aerospace Inc. Provides Earnings Guidance for the Second Quarter of the Year 2025Howmet Aerospace Inc. provided earnings guidance for the second quarter of the year 2025. For the quarter, the company expects revenue to be between $1.980 billion to $2.000 billion.
