Howmet Aerospace (NYSE:HWM) Issues Q1 2026 Earnings Guidance

Howmet Aerospace (NYSE:HWM) updated its first quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.090-1.110 for the period, compared to the consensus EPS estimate of 0.990. The company issued revenue guidance of $2.2 billion-$2.2 billion, compared to the consensus revenue estimate of $2.1 billion. Howmet Aerospace also updated its FY 2026 guidance to 4.350-4.550 EPS.

Howmet Aerospace Stock Up 5.9%

Shares of NYSE HWM opened at $244.41 on Friday. Howmet Aerospace has a 12-month low of $105.04 and a 12-month high of $256.70. The stock has a market cap of $98.27 billion, a PE ratio of 68.65, a P/E/G ratio of 2.19 and a beta of 1.26. The company has a current ratio of 2.35, a quick ratio of 1.14 and a debt-to-equity ratio of 0.63. The company has a 50-day moving average of $211.33 and a 200 day moving average of $197.50.

Howmet Aerospace (NYSE:HWM) last posted its quarterly earnings results on Thursday, February 12th. The company reported $1.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.97 by $0.08. Howmet Aerospace had a return on equity of 29.21% and a net margin of 18.18%.The business had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.12 billion. During the same period in the prior year, the business earned $0.77 earnings per share. The business’s revenue was up 14.6% compared to the same quarter last year. 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. As a group, sell-side analysts predict that Howmet Aerospace will post 3.27 EPS for the current fiscal year.

Howmet Aerospace Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Friday, February 6th will be paid a $0.12 dividend. 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 (DPR) is 13.48%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on HWM shares. Sanford C. Bernstein reissued an “outperform” rating and issued a $247.00 price objective on shares of Howmet Aerospace in a report on Tuesday, January 6th. TD Cowen reissued a “buy” rating on shares of Howmet Aerospace in a research report on Friday, October 31st. Truist Financial set a $258.00 price objective on shares of Howmet Aerospace in a research note on Friday, January 9th. Morgan Stanley set a $225.00 target price on shares of Howmet Aerospace and gave the stock an “overweight” rating in a research note on Friday, October 31st. Finally, UBS Group increased their target price on shares of Howmet Aerospace from $199.00 to $209.00 and gave the stock a “neutral” rating in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $224.53.

More Howmet Aerospace News

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

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the business. Wealthspire Advisors LLC lifted its stake in Howmet Aerospace by 176.3% during the fourth quarter. Wealthspire Advisors LLC now owns 3,310 shares of the company’s stock worth $679,000 after purchasing an additional 2,112 shares during the last quarter. Quadrant Capital Group LLC raised its holdings in Howmet Aerospace by 155.8% during the fourth quarter. Quadrant Capital Group LLC now owns 3,870 shares of the company’s stock worth $793,000 after purchasing an additional 2,357 shares in the last quarter. Advisors Asset Management Inc. lifted its position in shares of Howmet Aerospace by 3.1% during the 4th quarter. Advisors Asset Management Inc. now owns 76,398 shares of the company’s stock worth $15,663,000 after buying an additional 2,265 shares during the last quarter. Laurel Oak Wealth Management LLC acquired a new position in shares of Howmet Aerospace in the 4th quarter valued at $375,000. Finally, Hollencrest Capital Management grew its position in shares of Howmet Aerospace by 50.8% in the 4th quarter. Hollencrest Capital Management now owns 6,441 shares of the company’s stock valued at $1,321,000 after buying an additional 2,170 shares during the last quarter. Hedge funds and other institutional investors 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.