Howmet Aerospace (HWM) 주식 개요
는 미국, 일본, 프랑스, 독일, 영국, 멕시코, 이탈리아, 캐나다, 폴란드, 중국 및 전 세계의 항공우주 및 운송 산업을 위한 첨단 엔지니어링 솔루션을 제공합니다. 자세히 보기
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Analyst Price Targets
Howmet Aerospace Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$287.09 |
| 52주 최고가 | US$290.63 |
| 52주 최저가 | US$169.45 |
| 베타 | 1.19 |
| 1개월 변동 | 4.35% |
| 3개월 변동 | 18.42% |
| 1년 변동 | 53.69% |
| 3년 변동 | 472.12% |
| 5년 변동 | 767.34% |
| IPO 이후 변동 | 1,417.39% |
최근 뉴스 및 업데이트
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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha주주 수익률
| HWM | US Aerospace & Defense | US 시장 | |
|---|---|---|---|
| 7D | 5.9% | -2.1% | -1.4% |
| 1Y | 53.7% | 17.1% | 16.4% |
수익률 대 산업: HWM은 지난 1년 동안 17.1%의 수익을 기록한 US Aerospace & Defense 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: HWM은 지난 1년 동안 16.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 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% |
안정적인 주가: HWM는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: HWM의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1888 | 25,430 | John Plant | www.howmet.com |
는 미국, 일본, 프랑스, 독일, 영국, 멕시코, 이탈리아, 캐나다, 폴란드, 중국 및 전 세계의 항공우주 및 운송 산업을 위한 첨단 엔지니어링 솔루션을 제공합니다. 이 회사는 네 가지 부문으로 운영됩니다: 엔진 제품, 체결 시스템, 엔지니어링 구조물, 단조 휠입니다. 엔진 제품 부문은 주로 항공기 엔진과 산업용 가스 터빈에 사용되는 에어포일과 심리스 압연 링, 회전 및 구조 부품을 제공합니다.
Howmet Aerospace Inc. 기초 지표 요약
| HWM 기초 통계 | |
|---|---|
| 시가총액 | US$112.31b |
| 순이익 (TTM) | US$1.74b |
| 매출 (TTM) | US$8.62b |
65.9x
주가수익비율(P/E)13.3x
주가매출비율(P/S)HWM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| HWM 손익계산서 (TTM) | |
|---|---|
| 매출 | US$8.62b |
| 매출원가 | US$5.60b |
| 총이익 | US$3.02b |
| 기타 비용 | US$1.28b |
| 순이익 | US$1.74b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Aug 06, 2026
| 주당순이익(EPS) | 4.36 |
| 총이익률 | 35.05% |
| 순이익률 | 20.21% |
| 부채/자본 비율 | 84.9% |
HWM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.2%
현재 배당 수익률11%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/23 03:08 |
| 종가 | 2026/07/23 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 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 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Howmet 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.
| 분석가 | 기관 |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| David Strauss | Barclays |