Howmet Aerospace news

Zacks Rank #2 (Buy) with strongest consensus estimates showing 22.6% sales growth and 40.3% EPS improvement for 2026. Q2 2026 results showed 24% revenue growth and 46% adjusted EPS jump, with strong performance across commercial aerospace, defense, and gas turbines segments.

Strong commercial aerospace revenue growth (28% YoY), raised 2026 guidance to $10.00-$10.10B, robust defense demand from F-35 and legacy fighter programs, successful $1.8B CAM acquisition, 17% dividend increase, $800M share buybacks YTD, and Zacks Rank #2 (Buy) rating with 40.3% EPS growth expected.

Strong Q2 2026 results with 28% commercial aerospace revenue growth, 32% Engine Products growth, and 37% Fastening Systems growth. Strategic $1.8B CAM acquisition expands capabilities. Stock gained 22.7% in past year. Zacks Rank #2 (Buy) with rising consensus estimates. Well-positioned for continued growth from Boeing and Airbus production recovery.

HWM has significantly higher valuation multiples with a forward P/E of 48.46 and P/B ratio of 17.79, resulting in a poor Value grade of F, making it less attractive for value investors despite holding a Zacks Rank #2 (Buy).

Shows impressive growth metrics (32% EPS growth in 2025, 18% forecast for 2026) and record revenue, but trading at elevated valuation (54x forward P/E) with much growth already priced in. Lower dividend yield (0.18%) and shorter dividend history compared to Lockheed, making it less attractive despite strong operational performance.

The acquisition expands Howmet's product portfolio and manufacturing capabilities in high-demand fastener segments, strengthening its position as a leading global supplier of specialty fasteners for industrial and aerospace customers.

Recorded strong free cash flow of $838 million for first half of 2026, up from $478 million in the prior year, backed by strong growth in commercial aerospace, defense aerospace, and gas turbines markets with full-year guidance of $1,850-$1,950 million.

Exceptional Q2 2026 performance with 24% revenue growth YoY and 46% EPS jump. Strong demand across commercial aerospace, defense, and gas turbines. 2026 consensus estimates show 22.6% sales growth and 40.3% EPS increase. Zacks Rank #2 (Buy).

Identified as one of four companies dominating the aerospace casting space. The GE Aerospace acquisition may intensify competition but no specific impact is detailed.

Consistent shareholder returns with $97M in dividends and $800M in share repurchases year-to-date through July 2026, plus a 17% dividend increase in July 2026.

Howmet carries a Zacks Rank #2 (Buy) with consistent earnings surprises (6.9% trailing four-quarter average) and increased 2026 earnings estimates, indicating strong operational performance in the aerospace sector.

Commercial aerospace revenues increased 28% year-over-year in Q2 2026, representing 53% of business. Consistent growth with 12% increase in 2025, indicating sustained strength in the commercial aerospace market.

Mentioned as a comparable company benefiting from long-term aerospace agreements, but no specific new developments or contracts disclosed in the article.

23% net income growth in 2025; 33% growth expected in 2026; pays out less than 10% of earnings; likely summer dividend hike announcement

Company demonstrates 540% EPS growth over five years, 71% YoY EPS growth in Q1, strong aftermarket business expansion (48% YoY growth in spare parts), emerging AI/data center opportunity with 39% gas turbine revenue growth, and aggressive acquisition strategy with $1.8B CAM acquisition expected to add $275M revenue and $60M EBITDA.

Listed as a defense contractor of interest but no specific positive or negative developments discussed; included for speculative technology development potential.

Identified as a defense contractor of interest for potential advanced aerospace technology, but lacks specific fundamental or performance analysis

Strong commercial and defense aerospace revenue growth with favorable long-term market projections (aerospace market expected to nearly double by 2035). However, elevated P/E ratio of 55 and 700% five-year gain suggest limited near-term upside and vulnerability to earnings misses.

Exceptional 798% gain over 5 years at new all-time highs. Expected 18.8% earnings growth in 2026, though expensive valuation at 56x forward P/E.

Reported record Q4 2025 results with 15% YoY revenue growth, 20% defense aerospace growth, and 40% EPS growth. FY 2026 guidance projects 10% revenue growth to $9.0-9.2 billion with strong free cash flow generation.