Howmet Aerospace (HWM) Hisse Özeti
Howmet Aerospace Inc. Amerika Birleşik Devletleri, Japonya, Fransa, Almanya, Birleşik Krallık, Meksika, İtalya, Kanada, Polonya, Çin ve uluslararası alanda havacılık ve ulaşım endüstrileri için gelişmiş mühendislik çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
Last Earnings Call
Q2 2026 · 6 Aug 2026Howmet Aerospace reported strong Q2 2026 results, with revenue of $2.55 billion and adjusted EPS of $1.33. The company beat analyst consensus estimates for both revenue (consensus: $2.43 billion) and EPS (consensus: $1.24).
Driven by 28% growth in commercial aerospace, 11% in defense, and 38% in gas turbines, management highlighted strong organic growth of 21% and an EBITDA margin of 32.1%. The company remains focused on integrating the $1.8 billion CAM acquisition, with significant synergies expected in 2027. Management raised full-year 2026 guidance to $10.0–$10.1 billion in revenue and $5.23–$5.31 in EPS, citing extraordinary demand in gas turbines and robust aerospace backlogs. A 17% dividend increase and continued share repurchases reflect confidence in future cash flow.
Market Reaction
Howmet Aerospace stock rose significantly on August 6, 2026, reaching a new 52-week high of $310.00. Investors reacted positively to the earnings and revenue beats, robust margin expansion, and the company’s decision to increase full-year guidance and shareholder returns.
HWM Community Fair Values
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Analyst Price Targets
Howmet Aerospace Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$281.88 |
| 52 Haftanın En Yüksek Seviyesi | US$310.00 |
| 52 Haftanın En Düşük Seviyesi | US$169.45 |
| Beta | 1.21 |
| 1 Aylık Değişim | 4.07% |
| 3 Aylık Değişim | 3.03% |
| 1 Yıllık Değişim | 55.95% |
| 3 Yıllık Değişim | 470.15% |
| 5 Yıllık Değişim | 777.58% |
| Halka arzdan bu yana değişim | 1,389.85% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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 AlphaRecent updates
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Hissedar Getirileri
| HWM | US Aerospace & Defense | US Pazar | |
|---|---|---|---|
| 7D | -0.1% | 5.0% | 4.2% |
| 1Y | 56.0% | 27.0% | 20.6% |
Getiri vs. Endüstri: HWM geçen yıl % 27 oranında getiri sağlayan US Aerospace & Defense sektörünü aştı.
Getiri vs Piyasa: HWM geçen yıl % 20.6 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| HWM volatility | |
|---|---|
| HWM Average Weekly Movement | 4.3% |
| Aerospace & Defense Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: HWM son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: HWM 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1888 | 25,430 | John Plant | www.howmet.com |
Howmet Aerospace Inc. Amerika Birleşik Devletleri, Japonya, Fransa, Almanya, Birleşik Krallık, Meksika, İtalya, Kanada, Polonya, Çin ve uluslararası alanda havacılık ve ulaşım endüstrileri için gelişmiş mühendislik çözümleri sunmaktadır. Dört segmentte faaliyet göstermektedir: Motor Ürünleri, Sabitleme Sistemleri, Tasarlanmış Yapılar ve Dövme Jantlar. Motor Ürünleri segmenti, öncelikle uçak motorları ve endüstriyel gaz türbinleri için kanat profilleri ve dikişsiz haddelenmiş halkalar ve döner ve yapısal parçalar sunmaktadır.
Howmet Aerospace Inc. Temel Bilgiler Özeti
| HWM temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$112.41b |
| Kazançlar(TTM) | US$1.87b |
| Gelir(TTM) | US$9.12b |
60.1x
F/K Oranı12.3x
P/S OranıHWM aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| HWM gelir tablosu (TTM) | |
|---|---|
| Gelir | US$9.12b |
| Gelir Maliyeti | US$5.83b |
| Brüt Kâr | US$3.29b |
| Diğer Giderler | US$1.42b |
| Kazançlar | US$1.87b |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 4.69 |
| Brüt Marj | 36.03% |
| Net Kâr Marjı | 20.51% |
| Borç/Özkaynak Oranı | 78.5% |
HWM uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.2%
Mevcut Temettü Verimi10%
Ödeme OranıHWM güvenilir bir temettü ödüyor mu?
HWM temettü geçmişine ve kıyaslamalara bakın| Howmet Aerospace temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Aug 07 2026 |
| Temettü Ödeme Tarihi | Aug 25 2026 |
| Eski temettüye kadar geçen günler | 3 days |
| Temettü ödeme tarihine kadar geçen günler | 15 days |
HWM güvenilir bir temettü ödüyor mu?
HWM temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/09 22:20 |
| Gün Sonu Hisse Fiyatı | 2026/08/07 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Howmet Aerospace Inc. 33 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| David Strauss | Barclays |