NYSE · HWM
Howmet Aerospace Inc.
Industrials · Aerospace & Defense
$199.36▼ 3.20% ($6.58)at close
After hours$200.00▲ 0.32%7:35 PM ET
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 18.5% revenue growth a year for 10 years. Our scenarios assume 8.4–14.5%.
That's 1.4× its past 4-year pace.
Value per share
Base case
$122.16
Price used $199.36 is 1.6× this
USD · TTM ending Sep 30, 2026 · Price Oct 30, 8:00 PM UTC
Revenue each value needs
Revenue today $9.7B. The price needs $53.2B by 2036. Base case: $29.3B. At its recent pace: $34.5B. Bear to Bull: $21.8B to $37.8B.
Revenue today $9.7B. The price needs $53.2B by 2036. Base case: $29.3B. At its recent pace: $34.5B. Bear to Bull: $21.8B to $37.8B.
Revenue in 2036
today $9.7B
+$23.9Bmore than the Base case · 1.8×
Value per share · Base case
$122.16
Price $199.36
1.6× this
- 10-yr revenue CAGR
- 11.6%
- Ending operating margin
- 21.6%
- Discount rate
- 9.6%
USD · TTM ending Sep 30, 2026 · Price Oct 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 1.26% over the last year. Revenue grew 22.02% over the trailing twelve months. Operating margin moved from 25.2% to 28.96%. Free cash flow grew 82.42% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 28.96%. A decisive move in revenue — currently up 22.02% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
Howmet Aerospace Inc., headquartered in Pittsburgh, Pennsylvania, and originally established in 1888 as Arconic Inc., is a global leader in providing sophisticated engineered solutions.
Market multiples
Stock splits
Every 500 shares became 667
Every 3 shares became 1
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Profitability & growth
Analyst consensus
21
Buy
3
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Feb 11, 2027
Q4 FY26 · EPS est $1.45 · Revenue est $2.7B
Same quarter, year over year
FY26 YTD +47.4%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q3 combined $4.01 vs $2.72 · all 3 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
FY25
FY24
FY23
—
—
—
—
Fiscal year totals
- FY25
- $3.77
- +40.1%
- FY24
- $2.69
- —
Q3 FY26
Reported Oct 29, 2026 · Latest
HoverTap a cell to inspect
Actual
$1.46
Estimate
$1.37
Year over year
+53.7%
Vs prior quarter
+9.8%
Institutional Sentiment
Howmet Aerospace Inc. · HWM
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.