earnings
confidence high
sentiment positive
materiality 0.85
Howmet Aerospace Q4 adj EPS $1.05 (+42% YoY); FY revenue record $8.3B; guides FY26 ~10% growth
Howmet Aerospace Inc.
2025-FY EPS reported
$3.71
revenue$8,252,000,000
- Q4 2025 revenue $2.2B (+15% YoY); GAAP EPS $0.92 (+19%); adj EPS $1.05 (+42% YoY); adj EBITDA margin 30.1%.
- FY2025 record revenue $8.3B (+11%); adj EPS $3.77 (+40%); adj EBITDA margin 29.3% (+350 bps); FCF $1.43B.
- Announced $1.8B acquisition of CAM (fasteners) from Stanley Black & Decker; expected close H1 2026; also acquired Brunner.
- FY2026 guidance: rev $9.0-9.2B (~10% growth); adj EPS $4.35-4.55; FCF $1.55-1.65B; capex remains elevated.
- Repurchased $700M stock in 2025; $150M YTD 2026; dividend raised 50% to $0.12/share; debt actions saved ~$22M annual interest.