Howmet Aerospace Inc.

NYSE:HWM 주식 리포트

시가총액: US$112.2b

Howmet Aerospace 향후 성장

Future 기준 점검 2/6

Howmet Aerospace (는) 각각 연간 14.8% 및 11.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 40.2% 로 예상됩니다.

핵심 정보

14.8%

이익 성장률

15.49%

EPS 성장률

Aerospace & Defense 이익 성장18.0%
매출 성장률11.3%
향후 자기자본이익률40.24%
애널리스트 커버리지

Good

마지막 업데이트11 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Aug 07

HWM: Red Hot Aftermarket Demand And Buybacks Will Shape Next Phase

Analysts have raised their average price target on Howmet Aerospace, with recent moves such as Baird lifting its target to $375 from $310 and other firms moving into the $311 to $340 range. They cite updated Q2 models, strong aerospace demand, and confidence in the company's organic growth and margin profile.
Seeking Alpha • Jul 25

Howmet Aerospace: Priced For Everything Going Right

Summary Howmet Aerospace raised full-year guidance after 19% revenue growth and a record 32% EBITDA margin, but trades near all-time highs. HWM’s valuation is stretched at 55x forward earnings, with a 1.8% yield well below the 10-year Treasury, justifying a Hold rating and $247 fair value. Profit growth is driven by high-margin aftermarket spares and robust gas turbine demand, but the market already prices in strong future execution. Risks include reliance on GE/RTX, cyclical exposure, and high expectations; even mild disappointments could pressure the multiple at current levels. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 24

HWM: Red Hot Aerospace Demand And Index Shift Will Shape Next Phase

The updated analyst price target for Howmet Aerospace increases to $311 from $305, reflecting analysts' focus on strong aerospace aftermarket demand, expectations for solid Q2 reports, and continued confidence in organic growth and margin expansion, despite some pressure from index rebalancing and weaker sentiment in defense stocks. Analyst Commentary Recent research updates on Howmet Aerospace point to a cluster of higher price targets and generally positive commentary around demand trends, especially in commercial aerospace.
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.
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.

이익 및 매출 성장 예측

NYSE:HWM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202812,7403,0082,7103,26817
12/31/202711,4362,5532,2852,84719
12/31/202610,0872,2021,8882,43218
6/30/20269,1171,8701,7912,221N/A
3/31/20268,6231,7431,6562,084N/A
12/31/20258,2521,5061,4311,884N/A
9/30/20257,9751,4481,2791,710N/A
6/30/20257,7211,3951,0181,423N/A
3/31/20257,5481,2541,0161,374N/A
12/31/20247,4301,1539771,298N/A
9/30/20247,2701,0751,0021,276N/A
6/30/20247,0939319721,223N/A
3/31/20246,8618588181,055N/A
12/31/20236,640763682901N/A
9/30/20236,422638689898N/A
6/30/20236,197530580772N/A
3/31/20235,942484506701N/A
12/31/20225,663467540733N/A
9/30/20225,435433372581N/A
6/30/20225,285380369583N/A
3/31/20225,087307304510N/A
12/31/20214,972256250449N/A
9/30/20214,925285112297N/A
6/30/20214,77629491265N/A
3/31/20214,83413641211N/A
12/31/20205,259209-2589N/A
9/30/20205,755221-27302N/A
6/30/20206,415243-85436N/A
3/31/20206,980191N/A511N/A
12/31/20197,098124N/A461N/A
9/30/20198,836224N/A443N/A
6/30/201910,566327N/A325N/A
3/31/201912,321583N/A395N/A
12/31/20186,778307N/A217N/A
9/30/201813,813-305N/A125N/A
6/30/201813,525-364N/A17N/A
3/31/201813,213-290N/A-80N/A
12/31/201712,960-127N/A-39N/A
9/30/201712,656-708N/A289N/A
6/30/201712,558-760N/A652N/A
3/31/201712,531-918N/A905N/A
12/31/201612,394-1,131N/A95N/A
12/31/201512,413-226N/A1,582N/A

애널리스트 향후 성장 전망

수입 대 저축률: HWM 의 연간 예상 수익 증가율(14.8%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: HWM 의 연간 수익(14.8%)이 US 시장(17%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: HWM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: HWM 의 수익(연간 11.3%)이 US 시장(연간 12.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: HWM 의 수익(연간 11.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: HWM의 자본 수익률은 3년 후 40.2%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/12 11:50
종가2026/08/12 00:00
수익2026/06/30
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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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.

분석가기관
John EadeArgus Research Company
Peter ArmentBaird
David StraussBarclays