企業を読み込み中
Just reported
Q3 2026 results
From Howmet Aerospace's results release of 2026年10月29日; its quarterly report has since been filed.
Revenue
Actual
$2.7B
+29% y/y
+6.1% q/qGuided
—
No guide given
EPS, GAAP
Actual
$1.42
+49% y/y
+6.8% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$777M
+43% y/y
+9.3% q/qGuided
—
No guide given
Company outlook
Full year 2027
- Revenue$11.5BFirst given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Howmet Aerospace is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Aerospace and Defense
Graded A or B and worth $2B or more: A first, then the largest.
GEGeneral Electric Company$342.8BA+
RTXRTX Corporation$267.9BA
LMTLockheed Martin Corporation$137.7BA
GDGeneral Dynamics Corporation$98.2BA
NOCNorthrop Grumman Corp.$78.2BA+
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
CSXCSX Corporation2026年10月21日CAGraded C, now A
UPSUnited Parcel Service, Inc.2026年10月27日CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.2026年10月29日BAGraded B, now A
URIUnited Rentals, Inc.2026年10月21日CAGraded C, now A
WCNWaste Connections, Inc.2026年10月22日BAGraded B, now A
どうやって稼いでいるか
- Jet-engine and gas-turbine parts, including airfoils and seamless rolled rings52%
- Fasteners and fastening systems for aircraft, industrial equipment, and commercial vehicles21%
- Titanium and other forged or machined aircraft and defense parts14%
- Forged aluminum wheels for trucks, buses, and trailers13%
売上構成比はFY2025, high confidenceの推計であり、提出された報告書の数字ではありません。
競合
- BRK.BPrecision Castparts Corp. (a Berkshire Hathaway subsidiary)
- ATIATI Inc.A
- 規模
- $24.9B
- 利益率
- 11.1%
- FIILISI Aerospace (part of LISI SA)
- Accuride Corporation
- WHEELWheels India Limited
何を売っているか5
Jet-engine airfoils and rings
Metal blades and other shaped parts that help jet engines produce thrust, plus rings used in engines.
Aerospace fasteners
Specially designed bolts, rivets, and other fasteners used to join aircraft structures and engine parts.
Titanium and other aircraft structures
Titanium mill products, forgings, extrusions, machined parts, and assemblies used in aircraft, engines, and landing gear.
さらに2件を表示
Industrial gas-turbine parts
Turbine parts with cooling features and coatings for machines that generate electricity or serve oil and gas operations.
Alcoa Wheels
Forged aluminum wheels for commercial trucks, buses, and trailers.
誰が買っているか5
- Aircraft and engine manufacturers buy parts for new aircraft and engines, as well as replacement parts.
- RTX Corporation and GE Aerospace each accounted for approximately 11% of third-party sales (FY2025, high confidence).
- Industrial gas-turbine manufacturers buy turbine components for electricity generation and oil and gas equipment.
さらに2件を表示
- Commercial vehicle makers and fleet operators buy wheels and fastening products, directly or through distributors.
- Defense customers and their suppliers buy components for military aircraft and other defense equipment.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Production depends on supplies of metals and other materials, including nickel alloys, titanium, aluminum, cobalt, and specialty alloys; the company identifies dependence on a limited number of suppliers for some essential materials and services.
- 2Sales depend in part on a small number of large customers; RTX Corporation and GE Aerospace each represented approximately 11% of third-party sales (FY2025, high confidence).
- 3Meeting customer orders depends on Howmet's ability to run its factories, secure skilled workers, and expand manufacturing capacity as aircraft, engine, and turbine demand changes.
うまくいかなくなる可能性
- 1Demand for aircraft parts and commercial vehicle products can change with economic conditions, aircraft production rates, and transportation markets.
- 2A disruption at a manufacturing site or difficulty meeting production targets could delay customer deliveries.
- 3Losing a major customer, or a significant change in a major customer's business, could reduce sales.
Howmet Aerospace Inc.について
Howmet makes metal parts for aircraft engines and airframes, including turbine blades, rings, forgings, and fasteners. It also makes turbine parts for electricity-generating gas turbines and forged aluminum wheels for trucks, buses, and trailers. Customers buy Howmet products directly or through distributors.
- 本社
- Pittsburgh, Pennsylvania, United States
- 設立
- 2020 (year Howmet became a separate company, high confidence)
- 従業員数
- 25,430 (December 31, 2025, high confidence)
- 上場市場
- NYSE
- 決算期
- December 31
Howmet Aerospace Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。