HWM · Howmet Aerospace Inc.
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Howmet delivered Q2 revenue up 24% (organic 21%), adjusted EBITDA up 39% with margin expanding 340bps, and raised full-year 2026 guidance across revenue, EBITDA, EPS, and free cash flow, while completing the CAM acquisition and growing the quarterly dividend 17%.
- + Adjusted EBITDA margin expanded 340bps to 32.1% while absorbing the CAM acquisition
- + Full-year 2026 guidance raised across revenue, EBITDA, EPS, and free cash flow
- + Free cash flow of $479 million in Q2 with leverage targeted to return to ~1x net debt/EBITDA by year-end
- + All major end markets grew, with gas turbines up 38%, commercial aerospace up 28%, and defense aerospace up 11%
- − Engineered Structures revenue declined 13% and EBITDA fell 6% due to Savannah divestiture and product rationalization
- − Capital expenditure requirements stepping up materially in 2027 to support growth investments
- − CAM integration carries near-term EPS dilution, with debt servicing offsetting earnings and synergies weighted to 2027
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Aerospace & Defense — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HWM
this stock
Howmet Aerospace Inc.
|
$91.57B | +12.0% | +11.1% | 49.5 | 2.1% |
|
SPCX
Space Exploration Technologies Corp
|
$1.99T | — | — | — | 1.3% |
|
GE
General Electric Co
|
$335.82B | +5.1% | +18.5% | 38.1 | 1.5% |
|
RTX
RTX Corp
|
$266.42B | +7.8% | +17.1% | 34.8 | 0.9% |
|
EADSF
Airbus SE/ADR
|
$182.14B | -1.4% | — | — | 0.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HWM | -11.9% | -18.8% | -0.7% | -6.3% | +12.0% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | -10.7% | -17.1% | -18.5% | -5.9% | -0.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.