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Howmet Aerospace (HWM)
NYSE:HWM
Earnings Data
Report Date
Aug 05, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.86Last Year’s EPS
0.67Same Quarter Last Year
Strong Buy
Based on 17 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 16.46%
|Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted record-breaking revenue and growth, strong performance across segments, and significant improvements in margins and shareholder returns. However, challenges in commercial transportation, declines in Forged Wheels revenue, and impacts of tariffs and delayed aircraft production were noted. Despite these challenges, the overall sentiment is positive due to the strong financial performance and strategic achievements.Company Guidance
During Howmet Aerospace's first quarter 2025 earnings call, the company reported a strong start to the fiscal year with record revenue up 6% and an EBITDA margin of 28.8%. Operating margin increased by 500 basis points year-over-year to 25.3%, and free cash flow was a positive $134 million. Commercial Aerospace revenue grew by 9%, Defense Aerospace by 19%, and the industrial and other markets by 10%, while Commercial Transportation revenue declined by 14%. Fastening Systems showed notable margin progression, and share buybacks of $125 million in Q1 were complemented by a further $100 million in April. The company expects Q2 revenue of $1.99 billion and a full-year revenue midpoint of $8.03 billion, with increased guidance for EBITDA and earnings per share. Despite uncertainties related to tariffs and economic conditions, Howmet remains confident in its growth outlook, supported by strong spares demand and continued investments in capacity expansion.Record-Breaking Revenue and Growth
Q1 2025 revenue was a record, increasing 6% year-over-year. EBITDA margin was 28.8%, and operating margin increased by 500 basis points year-over-year to 25.3%.
Strong Performance Across Segments
All segments grew in revenue and EBITDA compared to Q4 2024. Notable margin progression was seen in Fastening Systems and Structures.
Commercial and Defense Aerospace Growth
Commercial Aerospace revenue increased 9% year-over-year, with Defense Aerospace up 19%. Engine spares demand was a key driver.
Free Cash Flow and Shareholder Returns
Free cash flow was a record $134 million in Q1 2025. A 25% increase in dividends and $125 million in share buybacks were executed in Q1, with an additional $100 million in April.
Credit Rating Upgrade
Fitch upgraded Howmet's credit rating from BBB to BBB+, reflecting improved financial leverage and strong cash generation.
Significant Margin Improvement
EBITDA margin increased 480 basis points to 28.8%. Earnings per share increased by 51% year-over-year to $0.86.
Environmental, Social, and Governance (ESG) Progress
Howmet achieved a 21.7% reduction in greenhouse gas emissions versus a 2019 baseline, meeting its three-year target.
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HWM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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HWM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 01, 2025 | $138.49 | $147.94 | +6.82% |
Feb 13, 2025 | $128.01 | $128.00 | >-0.01% |
Nov 06, 2024 | $101.94 | $114.62 | +12.44% |
Jul 30, 2024 | $82.60 | $93.53 | +13.23% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Howmet Aerospace (HWM) report earnings?
Howmet Aerospace (HWM) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is Howmet Aerospace (HWM) earnings time?
Howmet Aerospace (HWM) earnings time is at Aug 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HWM EPS forecast?
HWM EPS forecast for the fiscal quarter 2025 (Q2) is 0.86.
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