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HWHWM

Howmet Aerospace Inc.

$HWM·$90B·Aerospace & Defense·Industrials
$219.75+1.0%YTD+5.5%1Y+14.3%
Price updated 9h ago·X counts updated 4d ago
HWHWM
$HWMHowmet Aerospace Inc.
$219.75+1.02%100 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $HWM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

100X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $HWM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bearish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-15

Howmet is down ~7% after GE's $11.75B Consolidated Precision Products acquisition, with posters calling the three-year uptrend over and expecting the first close below the 200DMA since 2023. Short-covering after a 20% decline and profit-taking sales dominate.

Read what X is saying about $HWM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HWM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Howmet down 7% on the GE CPP acquisition — a quality aerospace name with the first real correction in three years.

Howmet Aerospace is a leading engineered-metal-components maker — turbine blades, airframe fasteners, and precision machined products — directly in the aerospace supply chain. The 2026 setup reflects the GE $11.75B Consolidated Precision Products acquisition disrupting the competitive landscape.

  • The P&L is still strong: Q2 revenue grew 19.1% YoY to $2.31B at a 31.7% operating margin and $1.45 EPS, with trailing EPS beats of 7.3% and 9.9% — these are high-margin, cycle-leveraged surprises that justify the premium multiple.
  • The specific competitive datapoint is GE's $11.75B CPP buy: this reshapes the engineered-metal-components competitive landscape, with Howmet now facing a vertically-integrated competitor on the OEM side — a real multiple-compression risk even though Howmet's own operations are strong.

At 38% of its 52-week range and 7% below the 200-day going into Oct 29 earnings, the setup is a coil on competitive-dynamics tension. A clean operating-margin print plus any specific defense-contract or Boeing-recovery commentary is the trigger for a reversal; a weak forward-margin guide or a CPP-related customer-concentration flag is the invalidation.

Agrees with X sentimentThe 'first close below 200DMA since 2023' bearish technical framing is grounded, and the GE CPP acquisition is a specific competitive-dynamics datapoint. Both honest; sizing matters as the technical signal and fundamental signal are briefly diverging.

What to watch: Oct 29 Q3 earnings — engineered-metal-components revenue growth, operating margin direction, Boeing-recovery commentary, and FY27 guide. Clean margin plus Boeing recovery is the trigger; CPP-related customer-concentration signal is the invalidation.

On the calendar: 2026-10-29 — Q3 earnings

event ahead 30dcompetitive dynamics

Read the AI verdict on $HWM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes precision-cast titanium and nickel airfoils, fasteners, and structural components for jet engines and airframes.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $HWM.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $HWM

Neutral — Makes precision-cast titanium and nickel airfoils, fasteners, and structural components for jet engines and airframes.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
57.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
17.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
27.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
11.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
33.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$1.33$1.24+7.3%
Q1 2026May 7, 2026$1.22$1.11+9.9%
Q4 2025Feb 12, 2026$1.05$0.96+8.8%
Q3 2025Oct 30, 2025$0.95$0.91+4.4%
Next earningsThu, Oct 29·consensus EPS $1.37

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.3B+19.1%36.9%31.7%$1.45$359.0M
Q4 FY25$2.2B+14.6%31.5%26.6%$0.93$530.0M
Q3 FY25$2.1B+13.8%31.2%25.9%$0.96$202.0M
Q2 FY25$2.1B+9.2%30.2%25.4%$1.01$344.0M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.1B$10.1B – $10.1B$5.34$5.30 – $5.4114
FY27$11.5B$11.3B – $11.6B$6.51$6.34 – $6.6814
FY28$12.8B$12.2B – $13.5B$7.73$6.98 – $9.0318
FY29$14.1B$13.7B – $14.5B$9.03$8.69 – $9.3310
FY30$14.7B$14.3B – $15.1B$9.20$8.85 – $9.519

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.26%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-11.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 395.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 11Marchuk Neil EdwardEVP, CAO41.9K sh$11.3M
+ 10 other (10 awards) in window

See when $HWM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationMay 28S-3ASR
AI summary

Howmet Aerospace Inc. filed an automatic shelf registration statement (S-3ASR) on May 29, 2026, enabling the company to offer securities from time to time on a delayed or continuous basis. As a large accelerated filer, the shelf is immediately effective. No specific offering size or security type was disclosed in the available excerpt. This is a routine shelf renewal providing capital market flexibility, consistent with Howmet's investment-grade credit profile.

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote
AI summary

Howmet Aerospace Inc. held its 2026 Annual Meeting on May 19, 2026, with 364.9M of 400.7M shares (91.1%) represented. All nine director nominees were elected for one-year terms with vote tallies ranging from approximately 325.8M to 341.3M in favor; shareholders also ratified PricewaterhouseCoopers LLP as independent auditor for 2026 and voted on a third proposal not fully detailed in the excerpt. This is a routine annual meeting with no unusual governance outcomes.

+ 22 other (12 S-8 POSs · 4 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Howmet Aerospace Inc. (NYSE:HWM) Stock Has Average Price Target of $312.67defenseworld.net·1d agoHowmet Aerospace Board Approves Common Stock Dividendprnewswire.com·2d agoHowmet Aerospace: A Buy-The-Dip Opportunity In A Potential Multi-Year Up-Trendseekingalpha.com·3d agoHowmet Gains From Strength in Commercial Aerospace: Will the Momentum Last?zacks.com·4d agoHowmet Aerospace: Strong Q2, But The Valuation Is Too Richseekingalpha.com·4d ago

In themes

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