Howmet Aerospace Inc. (HWM) AI Stock Analysis

Howmet Aerospace Inc. specializes in delivering engineered solutions tailored for the aerospace and transportation sectors across global markets including the United States, Europe, and Asia. Formerly known as Arconic Inc., the Pittsburgh-based company is organized into four main segments: Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels. Its products include airfoils, seamless rolled rings, rotating parts, aerospace-grade fastening systems, titanium mill products, aluminum and nickel forgings, and forged aluminum wheels designed for heavy-duty commercial transportation.

Howmet Aerospace expanded annual revenue from $4.97B in FY2021 to $8.25B in FY2025, delivering a 5-year revenue CAGR of 9.4%. Profitability improved steadily over this timeframe, as gross margin rose from 22.8% to 30.7%, operating margin advanced from 17.4% to 25.8%, and net income increased from $258.0M to $1.51B. For the trailing twelve months ended June 30, 2026, revenue stood at $9.12B with a profit margin of 20.5%. In the latest quarter, quarterly revenue grew 24.1% year-over-year while quarterly earnings climbed 33.0%.

As of June 30, 2026, Howmet Aerospace held $563.0M in cash and short-term investments against total debt of $4.51B, yielding net debt of $3.95B. Total assets stood at $13.25B and shareholders' equity was $5.73B, reflecting a debt-to-equity ratio of 0.79 and a current ratio of 1.82. In FY2025, the company generated $1.88B in operating cash flow, allocating $453.0M to capital expenditures, $755.0M to share buybacks, and $181.0M to dividends paid.

Howmet Aerospace trades at a trailing P/E of 47.6x and a forward P/E of 36.0x, compared to medians of 28.4x and 20.1x for its S&P 500 Industrials peers. Its EV/EBITDA of 34.6x and price-to-sales of 9.7x also sit above peer medians of 17.2x and 3.1x, respectively, alongside a PEG ratio of 0.80. The stock has gained 15.5% over the past year and 615.5% over the past 5 years, compared to returns of 16.8% and 83.0% for the S&P 500.

Howmet Aerospace pays a forward annual dividend of $0.56 per share, representing a dividend yield of 0.25% and a payout ratio of 11.4%. Dividends are distributed on a quarterly frequency, with the company maintaining 11 consecutive years of payments and a 5-year annualized dividend growth rate of 95.7%. The last ex-dividend date was November 6, 2026.

Wall Street analysts hold 15 Strong Buy, 4 Buy, and 3 Hold ratings on Howmet Aerospace, with no Sell or Strong Sell ratings. The mean price target is $324.55, representing 46.9% upside versus the last close of $220.96. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $10.11B and EPS of $5.34, representing 41.6% earnings growth. The company has beaten EPS expectations in each of the last 4 quarters, with next earnings scheduled for October 29, 2026.

This page is an AI-written research summary of Howmet Aerospace Inc. (HWM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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