How a CFO Transition at Howmet Aerospace (HWM) Has Changed Its Investment Story

• Howmet Aerospace recently announced that Ken Giacobbe, its Executive Vice President and Chief Financial Officer, will retire on December 31, 2025, after 21 years of service, with Patrick Winterlich, formerly of Hexcel Corporation, set to assume the CFO role on December 1, 2025.
• This leadership transition brings a seasoned finance executive into Howmet at a time when the company faces important growth and operational opportunities in the aerospace sector.
• We will examine how the appointment of an experienced CFO may impact Howmet Aerospace’s investment narrative and margin expansion outlook.

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Howmet Aerospace Investment Narrative Recap

To be a Howmet Aerospace shareholder, you need to believe in the company’s ability to convert a surge in global aircraft demand and fleet modernization into steady revenue growth and margin expansion, while controlling the risks tied to large capital projects and dependence on major customers. The recent CFO succession is not expected to materially impact the most important near-term catalyst: the ongoing ramp in aircraft production rates or the present risk of industry overcapacity and supply chain disruption.

Among recent announcements, the upcoming Q3 2025 earnings release stands out. Scheduled for October 30, this report will offer investors a close look at Howmet’s progress on revenue targets, operational margins, and the company’s ability to maintain its strong earnings trajectory as it transitions to new financial leadership. These results will be closely watched, given the importance of financial execution during a period of leadership change.

However, while the growth story remains on track, investors should keep a close eye on...

Read the full narrative on Howmet Aerospace (it's free!)

Howmet Aerospace's narrative projects $10.3 billion revenue and $2.2 billion earnings by 2028. This requires 10.2% yearly revenue growth and an $0.8 billion increase in earnings from $1.4 billion today.

Uncover how Howmet Aerospace's forecasts yield a $211.99 fair value, a 7% upside to its current price.

Exploring Other Perspectives

Eight members of the Simply Wall St Community set Howmet’s fair value between US$124.85 and US$211.99 per share. While many are optimistic about margin expansion fueled by rising aircraft production, the variety of opinions highlights major differences in outlook, see how these views compare for yourself.

Explore 8 other fair value estimates on Howmet Aerospace - why the stock might be worth 37% less than the current price!

Build Your Own Howmet Aerospace Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Howmet Aerospace research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Howmet Aerospace research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Howmet Aerospace's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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