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Just reported
Q3 2026 results
From Howmet Aerospace's results release of 29 октября 2026 г.; 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
- Revenue11,5B $First 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.
The full earnings report →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 theme 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 Company342,8B $A+
RTXRTX Corporation267,9B $A
LMTLockheed Martin Corporation137,7B $A
GDGeneral Dynamics Corporation98,2B $A
NOCNorthrop Grumman Corp.78,2B $A+
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 Corporation21 окт. 2026 г.CAGraded C, now A
UPSUnited Parcel Service, Inc.27 окт. 2026 г.CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.29 окт. 2026 г.BAGraded B, now A
URIUnited Rentals, Inc.21 окт. 2026 г.CAGraded C, now A
WCNWaste Connections, Inc.22 окт. 2026 г.BAGraded B, now A
На чём зарабатывает
- 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 %
Доли выручки — это оценки за FY2025, high confidence, а не цифры из поданной отчётности.
Конкурирует с
- BRK.BPrecision Castparts Corp. (a Berkshire Hathaway subsidiary)
- ATIATI Inc.A
- Размер
- 24,9B $
- Маржа
- 11,1 %
- FIILISI Aerospace (part of LISI SA)
- Accuride Corporation
- WHEELWheels India Limited
Что продаёт5
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.
Показать ещё 2
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.
Кто покупает5
- 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.
Показать ещё 2
- 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.
На чём держится и что может это сломать
От чего зависит бизнес
- 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.
Что может пойти не так
- 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.
Полная финансовая отчётность →
О компании Howmet Aerospace Inc.
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.
- Штаб-квартира
- Pittsburgh, Pennsylvania, United States
- Год основания
- 2020 (year Howmet became a separate company, high confidence)
- Сотрудников
- 25,430 (December 31, 2025, high confidence)
- Торгуется на
- NYSE
- Конец финансового года
- December 31
Построено по собственной отчётности Howmet Aerospace Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.