Howmet Aerospace Inc.

HWM • Aerospace & Defense

$259.27

▼ -1.22 (-0.47%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL EQUILIBRADONeutralConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Perfil mixto. La empresa no es necesariamente mala, pero la valoración, el crecimiento o el balance todavía no justifican una señal más fuerte.

Capitalización

$104.23B

Crecimiento

-3.0%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 18.3%Crecimiento positivo de ingresos · 15.3%Flujo de caja libre positivo · 3.54Flujo de caja libre consistente · 5/5Nivel de deuda manejable · 0.57

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 7 ago 2026, 12:08 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$259.27

Change-0.47%

Shares Out402.00M

Market Cap$104.23B

Enterprise Value$103.66B

52W Range169.45 - 309.73

Beta1.19

P/E55.71

P/S11.43

P/B18.18

P/FCF54.03

EV/Sales11.37

Price$259.27

Change-0.47%

Shares Out402.00M

Market Cap$104.23B

Enterprise Value$103.66B

52W Range169.45 - 309.73

Beta1.19

P/E55.71

P/S11.43

P/B18.18

P/FCF54.03

EV/Sales11.37

EV/EBITDA37.25

EV/FCF53.74

Earnings Yield1.80%

FCF Yield1.85%

Dividend Yield0.23%

Gross Margin30.74%

Oper. Margin25.81%

Profit Margin18.27%

Debt/Eq0.57

Current Ratio2.13

Quick Ratio1.09

Revenue 5Y-3.01%

FCF 5Y11.81%

Target$319.18

Target Upside23.11%

Target Median$328.00

Target Range270.00 - 370.00

Volume2.59M

Avg Volume2.76M

EPS Surprise-0.25

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

90/100

Fortaleza financiera

Deuda, caja, estabilidad

87/100

Potencial de crecimiento

Ingresos y expansión

95/100

Atractivo del precio

Barata o cara hoy

20/100

Por qué este puntaje▼

Márgenes estables o en mejora · 18.3%Crecimiento positivo de ingresos · 15.3%Flujo de caja libre positivo · 3.54Flujo de caja libre consistente · 5/5Nivel de deuda manejable · 0.57Liquidez saludable · 2.13

Analyst view

Analyst sentiment and price target

HWM

Analyst sentiment

Based on 25 analyst votes · 2026-09-05

90/100

Bullish

Hold

Bearish

Precio objetivo

2026-08-07

Bajo

$228.00

Promedio

$299.18

Mediana

$300.00

Alto

$340.00

Resumen de la compañía

IPO: 11/1/2016

Industria: Aerospace & Defense

P/B i: 18.18

Deuda / Patrimonio i: 0.57

Margen operativo: 25.81%

Margen neto: 18.27%

ROE i: -

ROIC: -

Salud financiera

Puntaje17 / 20

Deuda / Patrimonio: 0.57

Ratio corriente: 2.13

Ratio rápido: 1.09

Estado: Strong

Transacciones internas

Actividad reciente de ejecutivos e insiders

CANTIE JOSEPH S

Transacción: 07/02/2026

COMPRA

Cambio

+134

Precio

$270.41

Presentación

07/06/2026

Tipo

COMPRA

ALBAUGH JAMES F

Transacción: 05/21/2026

COMPRA

Cambio

+731

Precio

Not reported

Presentación

05/26/2026

Tipo

COMPRA

Alving Amy E

Transacción: 05/21/2026

COMPRA

Cambio

+731

Precio

Not reported

Presentación

05/26/2026

Tipo

COMPRA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
CANTIE JOSEPH S	COMPRA	+134	$270.41	07/02/2026	07/06/2026
ALBAUGH JAMES F	COMPRA	+731	Not reported	05/21/2026	05/26/2026
Alving Amy E	COMPRA	+731	Not reported	05/21/2026	05/26/2026
Barner Sharon R	COMPRA	+731	Not reported	05/21/2026	05/26/2026
CANTIE JOSEPH S	COMPRA	+731	Not reported	05/21/2026	05/26/2026
LEDUC ROBERT F	COMPRA	+731	Not reported	05/21/2026	05/26/2026
Miller Jody	COMPRA	+731	Not reported	05/21/2026	05/26/2026
SCHMIDT ULRICH	COMPRA	+731	Not reported	05/21/2026	05/26/2026
Smith Gunner	COMPRA	+731	Not reported	05/21/2026	05/26/2026
Marchuk Neil Edward	VENTA	-41,932	$269.50	05/11/2026	05/12/2026
Arena Jonathan A	COMPRA	+3,544	Not reported	04/15/2026	04/17/2026
Arena Jonathan A	OTRO	0	Not reported	04/13/2026	04/17/2026
CANTIE JOSEPH S	COMPRA	+155	$232.68	04/02/2026	04/07/2026
Shultz Barbara Lou	VENTA	-1,000	$260.00	02/26/2026	02/27/2026
Marchuk Neil Edward	VENTA	-45,150	$251.70	02/18/2026	02/18/2026
CHANATRY MICHAEL NIEM	COMPRA	+2,693	Not reported	02/17/2026	02/18/2026
Marchuk Neil Edward	COMPRA	+3,881	Not reported	02/17/2026	02/18/2026
Shultz Barbara Lou	COMPRA	+446	Not reported	02/17/2026	02/18/2026
Winterlich Patrick	COMPRA	+3,168	Not reported	02/17/2026	02/18/2026
PLANT JOHN C	COMPRA	+22,333	Not reported	02/17/2026	02/18/2026

Sobre la compañía

Howmet Aerospace Inc.

Howmet Aerospace Inc., headquartered in Pittsburgh, Pennsylvania, and originally established in 1888 as Arconic Inc., is a global leader in providing sophisticated engineered solutions. The company caters to the aerospace and transportation sectors across a wide international footprint, including key markets such as the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, and China. Its business operations are structured into four main segments: Engine Products: This division manufactures critical components like airfoils and seamless rolled rings, primarily utilized in aircraft engines and industrial gas turbines, alongside various rotating and structural parts. Fastening Systems: This segment specializes in producing aerospace-grade fastening systems, as well as fasteners for commercial transportation, general industrial applications, and other uses. Engineered Structures: Responsible for supplying titanium ingots and mill products for aerospace and defense applications, this segment also provides aluminum and nickel forgings, and precision machined components and assemblies. Forged Wheels: This segment focuses on offering forged aluminum wheels and associated products specifically for the heavy-duty truck and commercial transportation markets.

Fuente - Link

Competidores

CMI EMR ITW JCI MMM NOC PH TDG UPS WM

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

Howmet's Transportation Market Under Pressure: Is the Risk Priced In?

HWM's Forged Wheels volumes show early recovery, but weak transportation demand and supply-chain issues remain key risks.

Zacks Investment Research

Is It Worth Investing in Howmet (HWM) Based on Wall Street's Bullish Views?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Zacks Investment Research

Jim Cramer Isn't Sure If There's Upside In This Health Care Stock

On CNBC's “Mad Money Lightning Round,” Jim Cramer said he is not sure that there's a lot of upside in AtaiBeckley Inc. (NASDAQ:ATAI).

Benzinga

Howmet Aerospace: The SpaceX Turbine Scare Is A Buying Opportunity

Howmet Aerospace is a buy after an overdone selloff triggered by SpaceX/Tesla's turbine blade plans, which pose no near-term threat. HWM's core moat is protected by technical expertise, multi-year backlogs, and sole-supplier long-term agreements across commercial and defense aerospace. Financial strength is evident: 24% YoY revenue growth, 37.7% EBITDA margin, $838M YTD free cash flow, and ongoing share repurchases and dividend increases.

Seeking Alpha

GD or HWM: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the Aerospace - Defense sector have probably already heard of General Dynamics (GD) and Howmet (HWM). But which of these two stocks is more attractive to value investors?

Zacks Investment Research

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-05-07	1.11	0.86	-0.25
2026-02-12	0.965	1.05	0.085
2025-10-30	0.91	0.95	0.04
2025-07-31	0.872	0.91	0.038
2025-05-01	0.776	0.86	0.084
2025-02-13	0.71	0.74	0.03
2024-11-06	0.66	0.71	0.05
2024-07-30	0.6	0.67	0.07
2024-05-02	0.52	0.57	0.05
2024-02-13	0.47	0.53	0.06
2023-11-02	0.43	0.46	0.03
2023-08-01	0.43	0.44	0.01