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HWHWM

Howmet Aerospace Inc.

Rising onWhy it's trendingMoving on elevated volumeBacked by solid revenue growth
$HWM·$113B·Aerospace & Defense·Industrials
$244.95-7.5%YTD+40.3%1Y+41.4%
Mentions · last 7 days
2026-08-22: 3 posts2026-08-23: 2 posts2026-08-24: 3 posts36+6%
Price updated 15h ago·X counts updated 8d ago
HWHWM
$HWMHowmet Aerospace Inc.
$244.95-7.51%36 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $HWM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

Aerospace-parts leader compounding as the Boeing/Airbus production ramp and next-gen engine cycle stack — pricey, but earning it.

Howmet makes the mission-critical parts of a jet engine — the airfoils inside the turbine, the fasteners holding the fuselage, the forged wheels on the landing gear — for basically every commercial and defense platform flying. The stock has doubled in a year on a demand backdrop that keeps getting better as Boeing and Airbus ramp production and the F-35 pipeline widens.

Where the strength shows up:

  • Growth is speeding up, not slowing: revenue grew 24% year-on-year last quarter versus 15-19% the prior three, because engine airfoils are consumable — every extra flight hour on the installed base pulls in fresh spare-part orders, and the fleet is flying record hours.
  • The margin story is structural: operating margin walked from 25% to 32% over four quarters as pricing sticks and higher-mix engine work dominates — incremental revenue is dropping to profit at unusually clean rates.
  • The bill is not cheap: 58x trailing earnings and ~39x EV-to-EBITDA vs. a defense group closer to 25x, so this is a compounder trading like a growth stock — any Boeing production hiccup would compress the multiple hard.

The Oct 29 Q3 print has to keep validating the raised full-year guide; the risk is a single Boeing or GE supply-chain hiccup that resets the growth cadence and gives the crowd a reason to sell the multiple back toward where the sector actually trades.

Agrees with X sentimentX's 'flawless beat-and-raise with massive operating leverage' read matches the mechanics — 24% revenue growth with operating margin at 32% is genuine acceleration, not just a favorable prior-year comp.

What to watch: Oct 29 Q3 earnings — needs to hold the 20%+ revenue and 30%+ operating margin cadence to justify the multiple; any hint of Boeing production slippage or engine-spares demand cooling would break the setup.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-31

The thin six-post corpus reads bullish, with the loudest thread arguing the Musk SpaceX turbine-foundry story is a misread: SpaceX makes only 'blades & vanes - roughly 5% of a turbine's cost' and 'the obituary for the casting oligopoly is premature'. A side bull/bear write-up flags valuation and Forged Wheels softness against pricing power and defense-budget tailwinds. One holder cites a dividend, another calls the pullback 'very compelling'.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $HWM

Partial — freight volumes and pricing follow trade and industrial activity; Howmet Aerospace Inc.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+15.0%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 $1.33

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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.8B$9.7B – $9.8B$5.06$4.63 – $5.2313
FY27$11.0B$10.8B – $11.2B$6.06$5.87 – $6.3414
FY28$12.3B$11.5B – $13.0B$7.18$6.35 – $8.6016
FY29$13.4B$13.1B – $13.9B$8.17$7.88 – $8.5115
FY30$14.4B$14.0B – $14.9B$8.81$8.49 – $9.1815

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.4.3×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.53%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.-11.5%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.+0.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 396.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% 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.β1.215-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
+ 11 other (11 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.

3New insider — initial holdingsApr 173
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for HWM on 2026-04-17, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KPress release / Reg FDApr 68-K — Item 7.01: Press release / Reg FD
AI summary

HWM filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-06. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KAcquisition completedApr 68-K — Item 2.01: Acquisition completed
AI summary

HWM filed an 8-K (Item 2.01) dated 2026-04-06. Completion of Acquisition or Disposition of Assets On April 6, 2026, Howmet Aerospace Inc., a Delaware corporation (“Howmet Aerospace”), completed its previously announced purchase of Consolidated Aerospace Manufacturing, LLC (“Consolidated Aerospace Manufacturing”), a wholly owned subsidiary of Stanley Black & Decker, Inc., a Connecticut corporati. May signal a transformative corporate event.

8-KPress release / Reg FDMar 108-K — Item 7.01: Press release / Reg FD
+ 26 other (12 S-8 POSs · 5 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.

Elon Musk Just Flagged AI's Next Bottleneck: This Public Company Offers Direct Exposurebenzinga.com·19h agoJEPI's Monthly Payouts Shrunk as the Bull Market Raged. Here's When That Changes247wallst.com·20h agoHowmet (HWM) is an Incredible Growth Stock: 3 Reasons Whyzacks.com·22h agoHowmet vs. GE Aerospace: Which Aerospace & Defense Stock Should You Bet On?zacks.com·4d agoHowmet Aerospace to Present at 2026 Jefferies Global Industrials Conferenceprnewswire.com·6d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 13 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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