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Howmet Aerospace Inc (HWM)

Valor Justo
IndustrialsAerospace & DefenseUnited States

Fundamental

67

Precio

$226.18

Capitalización Bursátil

$91.05B

Parte 1 · Cuánto vale la empresa

Resumen

Howmet Aerospace Inc. provides advanced engineered solutions for the aerospace and transportation industries in the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, China, and internationally. It operates through four segments: Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels. The Engine Products segment offers airfoils and seamless rolled rings primarily for aircraft engines and industrial gas turbines; and rotating and structural parts. The Fastening Systems segment produces aerospace fastening systems, as well as commercial transportation, industrial, and other fasteners; and latches, bearings, fluid fittings, and installation tools. The Engineered Structures segment provides titanium ingots and mill products, aluminum and nickel forgings, and machined components and assemblies for aerospace and defense applications; and titanium forgings, extrusions, and forming and machining services for airframe, wing, aero-engine, and landing gear components. The Forged Wheels segment offers forged aluminum wheels and related products for heavy-duty trucks and commercial transportation markets. The company was formerly known as Arconic Inc. Howmet Aerospace Inc. was founded in 1888 and is based in Pittsburgh, Pennsylvania.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 18 de septiembre de 2026 with claude-haiku-4-5 — shared with all users

P/E: 55.4Score: 74Market cap: $24.60B

Its High Performance Materials & Components business supplies titanium and nickel-superalloy forgings and engine components to the same aero-engine and airframe programmes Howmet serves.

Precision Castparts Corp.Not tracked

Named first in Howmet's own 10-K, it bids for the same jet-engine investment castings, forgings, structural parts and aerospace fasteners sold to the same engine makers and airframers.

Consolidated Precision Products Corp.Not tracked

A pure-play investment caster of aerospace and defence components, competing for the same airfoil and structural casting contracts from engine OEMs.

Doncasters Group Ltd.Not tracked

UK maker of superalloy castings and precision components for aero engines and industrial gas turbines, chasing the same turbine-hot-section work Howmet bids for.

LISI S.A. — LISI AerospaceNot tracked

The European reference in aerospace fasteners and assembly components, competing head-on with Howmet's Fastening Systems segment on Airbus and Boeing programmes.

Accuride CorporationNot tracked

Cited by Howmet as a leading rival in aluminium commercial-vehicle wheels, selling to the same truck and trailer fleets as the Forged Wheels segment.

Balance y Liquidez

Ingresos

$9.12B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$1.87B

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$1.43B

Patrimonio Neto Total

$5.35B

Pasivo Total

$5.83B

Ratio de Liquidez

1.82

Cobertura de Intereses

-

Deuda/EBITDA

2.00

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalValoración Justa

Valor Justo

$259.97

Precio Actual

$226.18

Margen de Seguridad

+13.0%

Rango de Valor Justo

$191.90 - $328.04

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$337.74
Flujo de caja descontado (DCF):$211.64
Múltiplo sobre beneficios (P/E):$171.44
Fórmula de crecimiento de Graham:$241.44
Valor de la capacidad de generar beneficios (EPV):$41.91
P/B justificado:$53.14
Descuento de dividendos (Gordon):$6.11
P/FFO, fondos de operaciones:$71.86
Beneficios de mitad de ciclo:$59.11
Múltiplo sobre ingresos:$64.50
Consenso de Analistas:Compra Fuerte (23B / 5H / 0S)
Última Sorpresa de Resultados:+5.71%

Métricas de Valoración

Ratio P/E

48.75

ROE

28.2%

Ratio P/B

15.74

P/FCF

50.36

Margen Bruto

-

ROIC

18.0%

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

18.0%

WACC

11.1%

ROIC − WACC

+7.0 pp

El ROIC supera el coste del capital: la empresa está creando valor para los accionistas.

Criterios de Análisis Fundamental

Superado (19)

  • EPS shows upward trend
  • Price CAGR 32.08%
  • ROIC 18.0%
  • Debt/Equity ratio
  • Operating Margin 27.4%
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 34.4%
  • Revenue Growth 5Y 9.4%
  • Analyst Consensus 82% Buy
  • Earnings Surprise avg 6.6%
  • PEG Ratio 1.10
  • Earnings Quality (OCF/NI) 1.19
  • Share Dilution -1.1%
  • Net Margin Trend 20.5% vs 18.1%
  • Piotroski F-Score 7/9

Fallido (6)

  • EPS CAGR 1.30%
  • P/FCF 50.36
  • P/B Ratio 15.74
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)

No disponible (3)

  • Gross Margin NaN%
  • Dividend Payout NaN%
  • Interest Coverage

Piotroski F-Score

7/9

Solidez financiera fuerte

score
criteria

Calidad de los Beneficios

1.19

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

-1.1%

Recomprando acciones. Favorable para el accionista

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. John C. Plant FCAExecutive Chairman & CEO71
Mr. Patrick Joseph WinterlichExecutive VP & CFO55
Mr. Neil E. MarchukExecutive VP & Chief Administrative Officer67
Mr. Michael Niem ChanatryVP & Chief Commercial Officer65
Mr. W. Paul MyronVice President of Finance, Strategy & Operations59
Mr. Paul Thomas Luther Jr.Vice President of Investor Relations-
Mr. Jonathan A. ArenaExecutive VP, Chief Legal and Compliance Officer & Secretary-
Ms. Ann HumphreyChief Human Resources Officer & VP-
Mr. Randall SchepsPresident of Forged Wheels57
Ms. Margaret S. Lam Esq.Assistant Secretary, Associate General Counsel and Chief Securities & Governance Counsel-

Riesgo de Auditoría

7

Riesgo del Consejo

5

Riesgo de Compensación

10

Riesgo de Derechos del Accionista

4

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-02-12

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-08-06

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-08-06

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for HWM, sourced from Markets Gazette.

  • 6/16/2026POSITIVE
    $1000 Invested In Howmet Aerospace 5 Years Ago Would Be Worth This Much Today

    An investment of $1000 in Howmet Aerospace Inc. (HWM) five years ago would have yielded a significant return, now valued at approximately $3,500. This performance highlights the company's robust growth and market resilience over the past half-decade. Investors who held HWM stock have benefited from its strategic initiatives and operational efficiency, which have consistently driven shareholder value. The substantial appreciation suggests strong underlying business fundamentals and positive market sentiment towards the aerospace and defense sector, making it an attractive prospect for long-term investment.

  • 5/7/2026POSITIVE
    Relief Hits Aerospace ETFs As Howmet Shrugs Off Iran Conflict Risks

    Howmet Aerospace Inc. has raised its full-year outlook, signaling resilience despite geopolitical tensions. The company reported first-quarter earnings that surpassed analyst expectations, with revenue climbing 5% year-over-year to $1.7 billion. This positive performance has eased concerns for aerospace exchange-traded funds (ETFs) that hold Howmet stock, mitigating worries about potential disruptions from regional conflicts. The company's ability to navigate these risks and deliver improved financial guidance suggests a robust operational framework and potential for continued growth, offering a positive signal to investors in the aerospace sector.

  • 3/27/2026POSITIVE
    $100 Invested In Howmet Aerospace 5 Years Ago Would Be Worth This Much Today

    An investment of $100 in Howmet Aerospace (HWM) five years ago would have yielded a significant return, demonstrating strong performance for the aerospace and defense manufacturer. While specific figures are not detailed in the provided snippet, the headline implies substantial growth, likely driven by factors such as increased defense spending, successful product development, and robust demand from the aerospace sector. Investors looking at HWM today might consider its historical performance as an indicator of its resilience and potential for future capital appreciation, especially within the context of a recovering global aviation market and ongoing geopolitical developments.

  • 2/23/2026NEUTRAL
    If You Invested $100 In Howmet Aerospace Stock 5 Years Ago, You Would Have This Much Today

    Analyzing past performance is a common exercise for investors looking to gauge a stock's trajectory. Articles that calculate the return on a hypothetical investment, as in the case of Howmet Aerospace, offer a historical perspective on the company's ability to generate shareholder value over the long term. Howmet Aerospace, a leader in engineered components for the aerospace and defense industries, has navigated various market cycles. However, it is crucial to remember that such analyses are purely retrospective and do not constitute a forecast for the future. Market conditions, competition, and corporate strategies can change dramatically. Therefore, while useful for context, this data does not represent an operational trading signal and should be supplemented with a thorough fundamental analysis of the company's future prospects.

via Markets Gazette