Howmet Aerospace IncNYSE: HWM
Industrials · Aerospace & Defense
$240.10
-1.21%
Vol: 902K
Research Digest
Friday, May 1, 2026
Howmet completes CAM acquisition; set to report Q1 earnings May 7 with expected 29.1% EPS growth.
Howmet Aerospace completed acquisition of Consolidated Aerospace Manufacturing (CAM) on April 6, 2026, strengthening fastener portfolio. Scheduled to report Q1 2026 earnings May 7 with analysts projecting EPS of $1.11 (+29.1% YoY). Announced $0.12 dividend with ex-date May 8. Recent insider selling of $145M over last three months. Previous full-year 2025 results showed record revenue +11% and adj EPS +40%.
Previous Market Intelligence
13 daysApr 30Howmet Aerospace board approves 12-cent dividend; Q1 2026 earnings expected May 7 as insiders sold $145M in shares.Neutral▶
Howmet Aerospace board declared a $0.12 per share dividend payable May 26 to shareholders of record May 8. The company will report Q1 2026 earnings on May 7 with analysts expecting earnings growth on higher revenues. However, significant insider selling of $145M in recent months signals caution among executives, and insiders have not purchased shares in over a year. HWM faces headwinds from rising input costs, with COGS jumping 6.1% YoY to $5.4B, and is trading at a 49.96X forward P/E ratio above its three-year median of 34.07X. Despite strong 77.8% one-year performance, the aerospace supplier grapples with margin compression.
Apr 16Howmet completes $1.8B Consolidated Aerospace acquisition; new CLO appointedPositive▶
Howmet completed acquisition of Consolidated Aerospace Manufacturing on Apr 6 for ~$1.8B cash (from Stanley Black & Decker). Jonathan Arena appointed EVP, Chief Legal & Compliance Officer on Apr 13. Company released 2025 ESG report on Apr 6. Q1 2026 earnings scheduled May 7. Stock up 100.96% in past year, now $256.14. Market cap $102.7B.
Apr 15Howmet Aerospace completed $1.8 billion acquisition of Consolidated Aerospace Manufacturing and appointed new Chief Legal Officer.Positive▶
Howmet Aerospace completed its $1.8 billion cash acquisition of Consolidated Aerospace Manufacturing on April 6, 2026. On April 13, the company appointed Jonathan Arena as EVP, Chief Legal Officer and Secretary. Q1 2026 earnings are scheduled for May 7. The stock is up 18.8% YTD and trades near 52-week highs. Strong aerospace demand driven by ceasefire-related optimism fueled a 6.3% jump on April 8.
Apr 14Howmet appoints Jonathan Arena as Chief Legal Officer; Q1 2026 earnings due May 7 amid strong aerospace demand.Positive▶
Howmet Aerospace announced the appointment of Jonathan Arena as Executive Vice President, Chief Legal and Compliance Officer. The company will announce Q1 2026 financial results on May 7. Howmet completed the acquisition of Consolidated Aerospace Manufacturing on April 6 and released its 2025 ESG Transparency Report.
Apr 13Howmet Aerospace completed $1.8B acquisition of Consolidated Aerospace Manufacturing; stock rallied 6.3% on Iran ceasefire news.Positive▶
Howmet Aerospace successfully closed its acquisition of Consolidated Aerospace Manufacturing from Stanley Black & Decker for $1.8 billion in cash. Stock surged 6.3% following Iran-US ceasefire announcement, benefiting from improved global trade outlook and aviation sector rally. The company delivered strong Q4 2025 results with 15% revenue growth and 29% EBITDA growth. Q1 2026 earnings scheduled for May 7.
Apr 10Howmet Aerospace completes $1.8 billion Consolidated Aerospace acquisition and announces Q1 2026 earnings for May 7.Positive▶
Howmet Aerospace completed acquisition of Consolidated Aerospace Manufacturing from Stanley Black & Decker for approximately $1.8 billion in cash on April 6, expanding aerospace components portfolio. The company released its 2025 ESG Report on April 6. Howmet Aerospace will announce Q1 2026 financial results on May 7 with conference call at 10 a.m. ET. Company delivered record 2025 performance with Q4 revenues of $2.2 billion up 14.65% year-over-year.
Apr 9Howmet completes $1.8B acquisition of Consolidated Aerospace Manufacturing; aerospace cycle strengthening.Positive▶
Howmet Aerospace completed the $1.8B cash acquisition of Consolidated Aerospace Manufacturing from Stanley Black & Decker on April 6, expanding aerospace component capabilities and customer relationships. The deal strengthens Howmet's position as aerospace supply chain consolidates. Howmet released its 2025 ESG Transparency Report, outlining sustainability commitments. Stock jumped 6.3% on April 8 after U.S.-Iran two-week ceasefire agreement, with shares up 18.8% YTD and trading near 52-week high of $265.11. Recent analyst activity includes Citigroup reducing price target to $271 from $283 (April 2) while maintaining Buy, and Wells Fargo initiating coverage with Equal-Weight and $240 price target. Howmet has strong earnings surprise history with positive Zacks ESP, setting up potential Q1 beat.
Apr 8Stanley Black & Decker Completes $1.8B Sale of Aerospace Unit to HowmetPositive▶
Howmet Aerospace completed the acquisition of Stanley Black & Decker's Consolidated Aerospace Manufacturing business for approximately $1.8 billion in cash. Commercial aerospace revenues surged 13% year-over-year in Q4 2025, accounting for 53% of quarterly sales. Engine Products segment reported 19.7% YoY revenue increase. The company is executing capacity expansions in high-margin products backed by customer agreements. Defense aerospace revenues rose 19% YoY in Q1 2025, though commercial transportation declined 14%.
Apr 7Howmet Aerospace completes $1.8B acquisition of Consolidated Aerospace Manufacturing on April 6Positive▶
Howmet Aerospace Inc. completed its previously announced acquisition of Consolidated Aerospace Manufacturing, LLC from Stanley Black & Decker on April 6, 2026. Howmet paid approximately $1.8B cash purchase price subject to customary adjustments, expanding its portfolio of aerospace components and strengthening competitive position. The deal integrates specialized capabilities and customer relationships. Howmet 2025 results showed strong performance with $8.252B sales, $1.508B net income, $2.416B adjusted EBITDA, and $1.431B free cash flow. Major capacity expansions in high-margin engine products and industrial gas turbines backed by customer agreements are set to ramp in 2026-2027. Q1 2026 earnings due April 30. Stock at $236.87 with 15% upside to $271.46 average target.
Apr 6Howmet Aerospace guides strong 2026 with $9.1B revenue target and capacity expansionPositive▶
Howmet Aerospace held its 2026 Investor Day on March 17 highlighting capacity expansion and technology investments. CEO John Plant emphasized increasing demand across commercial aerospace, defense, and data center energy sectors. For 2026, the company provided revenue guidance of $9.1B +/- $100M, EBITDA of $2.76B +/- $50M, and EPS of $4.45 +/- $0.01. RBC Capital raised its price target from $275 to $300 on March 11 with Outperform rating. Howmet also closed the acquisition of Brunner Inc. fasteners business. The company is strategically positioned to benefit from elevated demand with strong 2026 guidance and expanding production capacity.
Apr 3Wells Fargo downgrades Howmet to Hold while Citigroup cuts PT to $271 amid strong aerospace demand, but $1.8B CAM acquisition expected to close H1 2026.Mixed▶
Howmet Aerospace reported Q4 2025 EPS of $1.05 (beat $0.97) with revenue up 14.6% YoY to $2.17B. Wells Fargo downgraded to Hold on April 2, while Citigroup cut its price target from $283 to $271 but maintains Buy. The company announced a definitive agreement to acquire Consolidated Aerospace Manufacturing from Stanley Black & Decker for $1.8B. Board approved 20% dividend increase to $0.12 per share.
Apr 2Wells Fargo upgrades Howmet Aerospace to hold while Citigroup maintains buy with lower $271 price target as gas turbine demand remains strong.Mixed▶
Howmet Aerospace reported record Q4 2025 earnings of $1.05 EPS, beating consensus by $0.08, with 14.7% revenue growth to $2.17B. The company raised FY2026 guidance to $4.35-$4.55 EPS and completed a $1.8B acquisition of Consolidated Aerospace Manufacturing. Wells Fargo upgraded to hold on April 2, while Citigroup maintains buy with PT $271, down from $283. The gas turbine business is entering its largest growth phase driven by data center demand.
Apr 1Howmet Aerospace reports record FY2025 results with 11% revenue growth and 21% defense aerospace growth; Q4 EPS of $1.05 beats expectations.Positive▶
Howmet Aerospace delivered record FY2025 results with revenue up 11% YoY to $8.3 billion and EPS of $1.05 beating expectations. Defense aerospace surged 21% led by 32% engine spares growth. EBITDA margin expanded 350 basis points to 29.3%.
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Price between 50d and 200d. Testing 50d support.