Análisis opcionales del producto
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Howmet Aerospace Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $92.7B | |
|---|---|---|
| Revenue (ttm) | 9.1B | |
| Net income (ttm) | 1.9B | |
| EPS (ttm) | $4.64 | |
| Shares out | 398.8M | |
| P/E (trailing) | 42.0x | |
| P/E (forward) | 36.0x | |
| Dividend | $0.56 (0.29%) | |
| Volume | 3,348,919 | |
| Beta | 1.20 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $4.97B | $5.66B | $6.64B | $7.43B | $8.25B | +13.5% |
| Gross profit | $1.13B | $1.35B | $1.61B | $2.05B | $2.54B | +22.3% |
| Operating income | $748.0M | $919.0M | $1.20B | $1.63B | $2.05B | +28.6% |
| Net income | $258.0M | $469.0M | $765.0M | $1.16B | $1.51B | +55.5% |
| EPS (diluted) | $0.59 | $1.11 | $1.83 | $2.81 | $3.71 | +58.4% |
| EBITDA | $853.0M | $1.10B | $1.47B | $1.84B | $2.27B | +27.8% |
| R&D | $17.0M | $32.0M | $36.0M | $33.0M | $37.0M | +21.5% |
| SG&A | $251.0M | $288.0M | $333.0M | $347.0M | $370.0M | +10.2% |
Recent company headlines from major financial publishers.
The Base scenario reflects our house forecast schedule, where revenue expands to $10,056M in FY2026 and $11,439M in FY2027, consistent with management full-year guidance. Operating margins expand from 24.79% in FY2025 to 25.90% by FY2030 as casting pit utilization remains fully committed. Supported by a 90% free cash flow conversion rate, enterprise DCF ($82.07) and owner earnings ($81.31) establish a synthesized fair value midpoint of $87.31.
The Bull scenario models accelerated commercial widebody assembly rates on the A350 and 787, rapid operationalization of multi-deposition coating lines, and aggressive expansion in terrestrial IGT capacity agreements. Surging aftermarket demand for LEAP-1B and Pratt & Whitney GTF spare aerofoils expands operating margins past 28.0%, driving valuation toward the upper bound of our fair value range at $106.76.
| Ke ↓ / g → | 2.5% | 2.8% | 3.0% | 3.3% | 3.5% |
|---|---|---|---|---|---|
| 8.4% | $91.9 | $93.4 | $94.9 | $96.6 | $98.5 |
| 8.9% | $88.4 | $89.5 | $90.8 | $92.2 | $93.7 |
| 9.4% | $85.2 | $86.2 | $87.3 | $88.5 | $89.7 |
| 9.9% | $82.5 | $83.4 | $84.3 | $85.2 | $86.3 |
| 10.4% | $80.1 | $80.8 | $81.6 | $82.4 | $83.3 |
Upcoming earnings date and setup when available.
La calificación que llevaba la edición de análisis publicada cada mes. Una calificación compara el precio en la fecha del análisis con el valor razonable; no es un registro de si la valoración acertó.
| Año | ene | feb | mar | abr | may | jun | jul | ago | sept | oct | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
