기업 정보 불러오는 중
Just reported
Q3 2026 results
From Howmet Aerospace's results release of 2026년 10월 29일; its quarterly report has since been filed.
Revenue
Actual
US$2.7B
+29% y/y
+6.1% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$1.42
+49% y/y
+6.8% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$777M
+43% y/y
+9.3% q/qGuided
—
No guide given
Company outlook
Full year 2027
- RevenueUS$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 CompanyUS$342.8BA+
RTXRTX CorporationUS$267.9BA
LMTLockheed Martin CorporationUS$137.7BA
GDGeneral Dynamics CorporationUS$98.2BA
NOCNorthrop Grumman Corp.US$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 Corporation2026년 10월 21일CAGraded C, now A
UPSUnited Parcel Service, Inc.2026년 10월 27일CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.2026년 10월 29일BAGraded B, now A
URIUnited Rentals, Inc.2026년 10월 21일CAGraded C, now A
WCNWaste Connections, Inc.2026년 10월 22일BAGraded B, now A
어떻게 돈을 버는가
- 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%
매출 비중은 FY2025, high confidence 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
- BRK.BPrecision Castparts Corp. (a Berkshire Hathaway subsidiary)
- ATIATI Inc.A
- 규모
- US$24.9B
- 이익률
- 11.1%
- FIILISI Aerospace (part of LISI SA)
- Accuride Corporation
- WHEELWheels India Limited
무엇을 파는가5
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.
2개 더 보기
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.
누가 사는가5
- 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.
2개 더 보기
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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. 소개
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.
- 본사
- Pittsburgh, Pennsylvania, United States
- 설립
- 2020 (year Howmet became a separate company, high confidence)
- 임직원 수
- 25,430 (December 31, 2025, high confidence)
- 상장 시장
- NYSE
- 회계연도 종료
- December 31
Howmet Aerospace Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.