Equities Analysts Set Expectations for HWM FY2026 Earnings

Howmet Aerospace Inc. (NYSE:HWM) – Research analysts at KeyCorp lifted their FY2026 earnings per share (EPS) estimates for Howmet Aerospace in a report released on Tuesday, January 13th. KeyCorp analyst P. Gibbs now forecasts that the company will earn $4.57 per share for the year, up from their previous estimate of $4.50. The consensus estimate for Howmet Aerospace’s current full-year earnings is $3.27 per share. KeyCorp also issued estimates for Howmet Aerospace’s FY2027 earnings at $5.52 EPS.

Howmet Aerospace (NYSE:HWM) last issued its earnings results on Thursday, October 30th. The company reported $0.95 EPS for the quarter, topping the consensus estimate of $0.91 by $0.04. The company had revenue of $2.09 billion during the quarter, compared to the consensus estimate of $2.04 billion. Howmet Aerospace had a return on equity of 29.21% and a net margin of 18.18%.The firm’s revenue for the quarter was up 13.8% compared to the same quarter last year. During the same period in the previous year, the company posted $0.81 EPS. Howmet Aerospace has set its FY 2025 guidance at 3.660-3.680 EPS and its Q4 2025 guidance at 0.940-0.960 EPS.

A number of other brokerages have also commented on HWM. Industrial Alliance Securities set a $240.00 price target on Howmet Aerospace in a research note on Monday, November 3rd. BNP Paribas Exane began coverage on Howmet Aerospace in a research report on Tuesday, November 18th. They set an “outperform” rating and a $240.00 target price for the company. TD Cowen upped their price target on Howmet Aerospace from $210.00 to $240.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Royal Bank Of Canada increased their price target on Howmet Aerospace from $210.00 to $235.00 and gave the company an “outperform” rating in a research note on Friday, October 31st. Finally, Bank of America upped their target price on Howmet Aerospace from $215.00 to $250.00 and gave the company a “buy” rating in a report on Friday, November 14th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $224.53.

Howmet Aerospace Stock Up 0.4%

HWM stock opened at $225.22 on Friday. The stock has a market capitalization of $90.55 billion, a P/E ratio of 63.26, a price-to-earnings-growth ratio of 2.13 and a beta of 1.29. 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 firm has a 50-day moving average price of $204.92 and a 200-day moving average price of $192.96. Howmet Aerospace has a 12 month low of $105.04 and a 12 month high of $226.87.

Institutional Investors Weigh In On Howmet Aerospace

Several large investors have recently added to or reduced their stakes in the company. Traub Capital Management LLC bought a new position in shares of Howmet Aerospace in the second quarter valued at approximately $25,000. Winnow Wealth LLC bought a new stake in shares of Howmet Aerospace during the 2nd quarter worth $25,000. Newbridge Financial Services Group Inc. grew its position in Howmet Aerospace by 119.7% in the second quarter. Newbridge Financial Services Group Inc. now owns 134 shares of the company’s stock worth $25,000 after acquiring an additional 73 shares in the last quarter. Tradewinds Capital Management LLC increased its stake in Howmet Aerospace by 52.0% in the third quarter. Tradewinds Capital Management LLC now owns 152 shares of the company’s stock valued at $30,000 after acquiring an additional 52 shares during the last quarter. Finally, Manning & Napier Advisors LLC purchased a new stake in Howmet Aerospace during the third quarter valued at about $32,000. Hedge funds and other institutional investors own 90.46% of the company’s stock.

Key Headlines Impacting Howmet Aerospace

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

• Positive Sentiment: Analyst upgrades: KeyCorp raised FY2026 and FY2027 EPS forecasts (FY2026 to $4.57, FY2027 to $5.52), signaling stronger expected earnings power and giving investors confidence in future profitability. KeyCorp raises FY2026/FY2027 estimates
• Positive Sentiment: Margin momentum: Zacks highlights that Howmet expanded margins despite rising input costs, driven by pricing power and efficiency; the firm also raised 2025 EBITDA guidance, supporting the narrative that profitability can sustain through cost pressure. Howmet’s Margins Expand Despite Rising Costs: Will the Momentum Sustain?
• Positive Sentiment: Strategic shift praised: Coverage notes investor enthusiasm around Howmet’s pivot to higher‑margin aftermarket and CAM deals, which lengthen revenue visibility and improve long‑term margins. That strategic narrative is attracting buying interest. How Investors Are Reacting To Howmet Aerospace (HWM) Pivot Toward High-Margin Aftermarket And CAM Deal
• Positive Sentiment: Defense tailwind: Industry pieces list Howmet among defense/industrial names that could benefit from rising defense budgets and remilitarization in Europe, a potential demand tailwind for certain product lines. Best defense stocks to buy in 2026
• Neutral Sentiment: Upcoming catalyst: Howmet set its Q4 and full‑year 2025 results release for Feb. 12 — an earnings event that could further move the stock depending on results vs. guidance. Howmet Aerospace to Host Webcast and Announce Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Market commentary: Several outlets (MSN, Yahoo) note HWM’s strong 1‑year performance and debate valuation — these pieces raise visibility but also highlight that much positive news may already be priced in. Howmet (HWM) outpaces stock market gains: What you should know
• Negative Sentiment: Valuation questions: Commentary asking “Is it too late?” after an ~81% one‑year surge underscores investor concern about stretched multiples (HWM currently trading at a high P/E), which could limit further upside absent continued strong execution. Is It Too Late To Consider Howmet Aerospace (HWM) After An 81% One Year Surge?

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.