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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Scott Deuschle | Deutsche Bank | 7 | 14% |
| Kristine Liwag | Morgan Stanley | 6 | 0% |
| Myles Walton | Wolfe Research | 6 | 0% |
| Sheila Kahyaoglu | Jefferies | 5 | 20% |
| Rob Stallard | Vertical Research Partners | 5 | 0% |
| Doug Harned | Bernstein | 5 | 0% |
| Seth Seifman | JPMorgan | 4 | 0% |
| Dave Strauss | Wells Fargo | 4 | 0% |
| Ron Epstein | Bank of America | 4 | 0% |
| Noah Poponak | Goldman Sachs | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Deutsche Bank | 1 | 7 | 14% |
| Wolfe Research | 2 | 7 | 0% |
| Morgan Stanley | 1 | 6 | 0% |
| Bank of America |
| 2 |
| 6 |
| 0% |
| Vertical Research Partners | 1 | 5 | 0% |
| Jefferies | 1 | 5 | 20% |
| JPMorgan | 2 | 5 | 20% |
| Bernstein | 1 | 5 | 0% |
Howmet delivered a record Q1 with revenue up 19% and EPS of $1.22, a 42% increase year-over-year, as Engine Products surged 29% with EBITDA margins reaching 36.6% and gas turbine revenue grew 39% on capacity expansion. Management raised FY2026 guidance significantly with EPS increased to $4.94 (up 11% from initial guide), organic revenue growth raised to 14%, and EBITDA raised to $3.06 billion. Spares grew 36% to $520 million now representing 23% of revenue, and the CAM and Brunner acquisitions expanded the fastener portfolio.
Demand | Margin | Revenue Growth | Competitive Dynamics | Supply Chain | Capex Investment | Cloud & AI | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 6 | 1 | 2 | 2 | 2 | 1 | 2 |
| 2025Q1 | 4 | 3 | 2 | 2 | 3 | 1 | ||
| 2025Q2 | 6 | 4 | 4 | 4 | 2 | 2 | 1 | |
| 2025Q3 | 3 | 3 | 1 | 1 | 1 | 1 | 2 | 1 |
| 2025Q4 | 3 | 4 | 2 | 1 | 2 | 2 | 1 | |
| 2026Q1 | 3 | 2 | 1 | 1 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 4 | 6 | 3 | 3 | 3 |
| Margin | 6 | 3 | 4 | 3 | 4 | |
| Revenue Growth | 1 | 2 | 4 | 1 | 2 | 2 |
| Competitive Dynamics | 2 | 2 | 4 | 1 | 1 | 1 |
| Supply Chain | 2 | 3 | 2 | 1 | 1 | |
| Capex Investment | 2 | 2 | 1 | 2 | 2 | |
| Cloud & AI | 1 | 1 | 2 | 2 | 2 | |
| Capital Allocation | 2 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HWM Howmet Aerospace | 9 | +19.1% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |