View ValuationHowmet Aerospace 향후 성장Future 기준 점검 4/6Howmet Aerospace (는) 각각 연간 14.2% 및 11.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 39.8% 로 예상됩니다.핵심 정보14.2%이익 성장률15.05%EPS 성장률Aerospace & Defense 이익 성장16.9%매출 성장률11.1%향후 자기자본이익률39.83%애널리스트 커버리지Good마지막 업데이트07 Aug 2026최근 향후 성장 업데이트공고 • Aug 06+ 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 $10,000 million to $10,100, with baseline of $10,050 million (+$400 million Baseline Change).공고 • 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).공고 • 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.공고 • 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.공고 • 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.공고 • 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.모든 업데이트 보기Recent updatesReported Earnings • Aug 07Second quarter 2026 earnings released: EPS: US$1.34 (vs US$1.01 in 2Q 2025)Second quarter 2026 results: EPS: US$1.34 (up from US$1.01 in 2Q 2025). Revenue: US$2.55b (up 24% from 2Q 2025). Net income: US$534.0m (up 31% from 2Q 2025). Profit margin: 21% (up from 20% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Aerospace & Defense industry in Italy.공고 • Aug 06+ 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 $10,000 million to $10,100, with baseline of $10,050 million (+$400 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%.공고 • 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.공고 • 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, 2026공고 • 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.공고 • 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).공고 • 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.공고 • 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.공고 • 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, 2026공고 • 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.공고 • 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%.공고 • 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.공고 • 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, 2026공고 • 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.공고 • 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.공고 • 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%.공고 • 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, 2025공고 • 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.공고 • 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.공고 • 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.공고 • 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, 2025공고 • Jun 30+ 3 more updatesHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Value IndexHowmet Aerospace Inc.(NYSE:HWM) dropped from Russell Midcap Value Index공고 • 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.이익 및 매출 성장 예측BIT:1HWM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202812,6552,9672,6503,2101612/31/202711,3252,5052,2302,7971812/31/20269,9792,2091,8472,436196/30/20269,1171,8701,7912,221N/A3/31/20268,6231,7431,6562,084N/A12/31/20258,2521,5061,4311,884N/A9/30/20257,9751,4481,2791,710N/A6/30/20257,7211,3951,0181,423N/A3/31/20257,5481,2541,0161,374N/A12/31/20247,4301,1539771,298N/A9/30/20247,2701,0751,0021,276N/A6/30/20247,0939319721,223N/A3/31/20246,8618588181,055N/A12/31/20236,640763682901N/A9/30/20236,422638689898N/A6/30/20236,197530580772N/A3/31/20235,942484506701N/A12/31/20225,663467540733N/A9/30/20225,435433372581N/A6/30/20225,285380369583N/A3/31/20225,087307304510N/A12/31/20214,972256250449N/A9/30/20214,925285112297N/A6/30/20214,77629491265N/A3/31/20214,83413641211N/A12/31/20205,259209-2589N/A9/30/20205,755221-27302N/A6/30/20206,415243-85436N/A3/31/20206,980191N/A511N/A12/31/20197,098124N/A461N/A9/30/20198,836224N/A443N/A6/30/201910,566327N/A325N/A3/31/201912,321583N/A395N/A12/31/20186,778307N/A217N/A9/30/201813,813-305N/A125N/A6/30/201813,525-364N/A17N/A3/31/201813,213-290N/A-80N/A12/31/201712,960-127N/A-39N/A9/30/201712,656-708N/A289N/A6/30/201712,558-760N/A652N/A3/31/201712,531-918N/A905N/A12/31/201612,394-1,131N/A95N/A12/31/201512,413-226N/A1,582N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1HWM 의 연간 예상 수익 증가율(14.2%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 1HWM 의 연간 수익(14.2%)이 Italian 시장(10.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1HWM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1HWM 의 수익(연간 11.1%)이 Italian 시장(연간 6.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1HWM 의 수익(연간 11.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1HWM의 자본 수익률은 3년 후 39.8%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/09 23:23종가2026/08/07 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Howmet Aerospace Inc.는 33명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관John EadeArgus Research CompanyPeter ArmentBairdDavid StraussBarclays30명의 분석가 더 보기
공고 • Aug 06+ 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 $10,000 million to $10,100, with baseline of $10,050 million (+$400 million Baseline Change).
공고 • 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).
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
Reported Earnings • Aug 07Second quarter 2026 earnings released: EPS: US$1.34 (vs US$1.01 in 2Q 2025)Second quarter 2026 results: EPS: US$1.34 (up from US$1.01 in 2Q 2025). Revenue: US$2.55b (up 24% from 2Q 2025). Net income: US$534.0m (up 31% from 2Q 2025). Profit margin: 21% (up from 20% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Aerospace & Defense industry in Italy.
공고 • Aug 06+ 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 $10,000 million to $10,100, with baseline of $10,050 million (+$400 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%.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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).
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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%.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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
공고 • 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.