Howmet Aerospace（HWM）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
HWM Community Fair Values
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Analyst Price Targets
Howmet Aerospace Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$280.70 |
| 52週高値 | US$290.63 |
| 52週安値 | US$169.45 |
| ベータ | 1.19 |
| 1ヶ月の変化 | 0.12% |
| 3ヶ月変化 | 14.03% |
| 1年変化 | 50.59% |
| 3年間の変化 | 456.06% |
| 5年間の変化 | 755.53% |
| IPOからの変化 | 1,383.62% |
最新ニュース
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
ナラティブ更新 • 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.
ナラティブ更新 • 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 Alphaナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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 Alpha株主還元
| HWM | US Aerospace & Defense | US 市場 | |
|---|---|---|---|
| 7D | 0.5% | -2.1% | -1.4% |
| 1Y | 50.6% | 17.1% | 16.4% |
業界別リターン: HWM過去 1 年間で17.1 % の収益を上げたUS Aerospace & Defense業界を上回りました。
リターン対市場: HWM過去 1 年間で16.4 % の収益を上げたUS市場を上回りました。
価格変動
| 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% |
安定した株価: HWM 、 US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: HWMの 週次ボラティリティ ( 5% ) 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 |
|---|---|---|---|
| 1888 | 25,430 | John Plant | www.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。
Howmet Aerospace Inc. 基礎のまとめ
| HWM 基礎統計学 | |
|---|---|
| 時価総額 | US$111.63b |
| 収益（TTM） | US$1.74b |
| 売上高(TTM) | US$8.62b |
64.4x
PER（株価収益率13.0x
P/SレシオHWM は割高か？
公正価値と評価分析を参照収益と収入
| HWM 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% |
HWM 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 | 2026/07/22 12:08 |
| 終値 | 2026/07/22 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Eade | Argus Research Company |
| Peter Arment | Baird |
| David Strauss | Barclays |