Howmet (HWM) Surpasses Q4 Sales and EPS Estimates, Guides 15% YoY Sales Growth

Howmet Aerospace (NYSE: HWM) topped Q4 CY2025 revenue expectations, reporting sales of $2.17 billion, up 14.6% year-on-year. Non-GAAP EPS reached $1.05, 8.7% above consensus, and guidance for Q1 CY2026 is $2.24 billion at the midpoint, reflecting 15.1% year-over-year growth. Adjusted EBITDA rose 29% to $653 million, and free cash flow for 2025 totaled $1.43 billion. Key highlights: Engine products revenue grew 14.8% YoY over two years; Fastening systems 13.9%. The company’s share count declined 7.8% over five years, and operating margin was 22.6% in Q4, up 9.7 percentage points from five years ago. Sell-side analysts project 11% revenue CAGR and 17.9% full-year EPS growth for 2026. Data: Feb 12, 2026 (Publication Date)