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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Howmet Aerospace (HWM) is 9/10.
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.
Scored from Howmet Aerospace’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.89B | +9.2% | $0.77 | +35.1% | 24.2% | 16.6% | $378M |
| FY2025 Q1 | $1.94B | +6.5% | $0.84 | +42.4% | 25.2% | 17.7% | $134M |
| FY2025 Q2 | $2.05B | +9.2% | $1.00 | +53.8% | 25.4% | 19.8% | $344M |
| FY2025 Q3 | $2.09B | +13.8% | $0.95 | +17.3% | 25.9% | 18.4% | $202M |
| FY2025 Q4 | $2.17B | +14.6% | $0.92 | +19.5% | 26.6% | 17.2% | $530M |
| FY2026 Q1 | $2.31B | +19.1% | $1.44 | +71.4% | 32.6% | 25.1% | $359M |
| FY2026 Q2 | $2.55B | +24.1% | $1.33 | +33.0% | 27.9% | 21.0% | $677M |