Howmet Aerospace (NYSE:HWM) Updates FY 2026 Earnings Guidance

Howmet Aerospace (NYSE:HWM) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.350-4.550 for the period, compared to the consensus earnings per share estimate of 4.450. The company issued revenue guidance of $9.0 billion-$9.2 billion, compared to the consensus revenue estimate of $8.8 billion. Howmet Aerospace also updated its Q1 2026 guidance to 1.090-1.110 EPS.

Howmet Aerospace Stock Performance

Shares of HWM opened at $244.41 on Friday. Howmet Aerospace has a 1 year low of $105.04 and a 1 year high of $256.70. The company’s 50 day simple moving average is $211.33 and its 200 day simple moving average is $197.50. The company has a market capitalization of $98.27 billion, a price-to-earnings ratio of 68.65, a PEG ratio of 2.19 and a beta of 1.26. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.14 and a current ratio of 2.35.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings results on Thursday, February 12th. The company reported $1.05 earnings per share for the quarter, beating the consensus estimate of $0.97 by $0.08. Howmet Aerospace had a return on equity of 29.21% and a net margin of 18.18%.The company had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.12 billion. During the same period in the previous year, the firm posted $0.77 EPS. Howmet Aerospace’s revenue was up 14.6% on a year-over-year basis. Howmet Aerospace has set its Q1 2026 guidance at 1.090-1.110 EPS and its FY 2026 guidance at 4.350-4.550 EPS. On average, sell-side analysts predict that Howmet Aerospace will post 3.27 EPS for the current year.

Howmet Aerospace Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Friday, February 6th will be paid a dividend of $0.12 per share. The ex-dividend date of this dividend is Friday, February 6th. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.2%. Howmet Aerospace’s dividend payout ratio is currently 13.48%.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. Citigroup raised their target price on shares of Howmet Aerospace from $246.00 to $255.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. UBS Group increased their price target on shares of Howmet Aerospace from $199.00 to $209.00 and gave the stock a “neutral” rating in a research note on Friday, October 31st. BNP Paribas Exane started coverage on shares of Howmet Aerospace in a report on Tuesday, November 18th. They issued an “outperform” rating and a $240.00 price target on the stock. Susquehanna restated a “positive” rating and set a $255.00 price objective on shares of Howmet Aerospace in a report on Thursday, January 15th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $247.00 target price on shares of Howmet Aerospace in a research report on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Howmet Aerospace has an average rating of “Moderate Buy” and a consensus target price of $224.53.

Howmet Aerospace News Roundup

Here are the key news stories impacting Howmet Aerospace this week:

• Positive Sentiment: Q4 beat — Howmet reported adjusted EPS of $1.05 (vs. $0.97 consensus) and revenue of ~$2.17B, with year‑over‑year revenue and margin expansion driven by commercial aerospace. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Upbeat near‑term guidance — Howmet set Q1 2026 EPS guidance of $1.09–$1.11 (above Street Q1 estimates) and FY 2026 revenue guidance of $9.0–$9.2B, signaling continued demand for aircraft parts. Howmet forecasts first-quarter profit above estimates on strong aerospace demand
• Positive Sentiment: Strong cash flow and capital return — FY2025 produced robust cash from operations and free cash flow, with $700M of share repurchases for the year (and continued buybacks/dividend), which supports EPS growth and investor returns. Howmet Aerospace Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Analyst sentiment improving — Several outlets note upward analyst revisions after the results and outlook, which may support further buying interest. Recent upward revisions drive broader analyst sentiment on Howmet Aerospace (HWM)
• Neutral Sentiment: Earnings call and presentation available — Management’s transcript and slides provide detail on commercial aerospace strength, margin drivers and cadence for 2026; useful for modeling but not a new catalyst. Howmet Aerospace Inc. (HWM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Macro backdrop — Broader market moves (futures and jobs data) may amplify intraday moves in cyclicals like Howmet but are not company‑specific. Continuing Claims Climb for a Second Week
• Negative Sentiment: Rich valuation — The stock trades at a high multiple (P/E north of 50 in some commentary), which raises the bar for future results and leaves shares vulnerable if growth or margins slow. Howmet Aerospace: Earnings And Share Price Continue Skyward, 50+ P/E

Hedge Funds Weigh In On Howmet Aerospace

Hedge funds and other institutional investors have recently made changes to their positions in the business. Brighton Jones LLC boosted its position in Howmet Aerospace by 5.4% during the 4th quarter. Brighton Jones LLC now owns 2,548 shares of the company’s stock worth $279,000 after purchasing an additional 130 shares during the period. Acadian Asset Management LLC acquired a new position in shares of Howmet Aerospace during the first quarter worth about $399,000. Sivia Capital Partners LLC purchased a new stake in shares of Howmet Aerospace in the second quarter worth about $216,000. Brown Advisory Inc. boosted its position in shares of Howmet Aerospace by 31.0% in the second quarter. Brown Advisory Inc. now owns 4,180 shares of the company’s stock worth $778,000 after buying an additional 990 shares during the period. Finally, Cary Street Partners Financial LLC acquired a new stake in shares of Howmet Aerospace in the second quarter valued at about $145,000. Institutional investors and hedge funds own 90.46% of the company’s stock.

Howmet Aerospace Company Profile

Howmet Aerospace Inc is an industrial technology company that designs, manufactures and repairs engineered metal products for the aerospace, transportation and industrial markets. Its product portfolio includes precision castings and forgings, engineered fasteners, seamless rolled rings, and complex components for turbine engines, airframes and industrial gas turbines. The company also provides aftermarket services such as component repair, overhaul and parts distribution to support the operating fleet of commercial and military customers.

Howmet serves a global customer base of original equipment manufacturers (OEMs) and aftermarket operators, with manufacturing, service and distribution facilities across North America, Europe and Asia.