Howmet Aerospace Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
26.3%projected annual EPS growth
Analyst Coverage
20analysts covering
FY Revenue (est.)
$10.1Bnext fiscal year
FY EPS (est.)
$5.33next fiscal year
Monitoring Framework
Key Performance Indicators
Engine Products Segment Adjusted EBITDA Margin Quarterly3,660.0%Target: Maintain or expand above 36% through operational leverage and high-margin aftermarket spares mix
Commercial Aerospace Revenue Growth (YoY) Quarterly2,000.0%Target: Double-digit growth matching narrow-body and wide-body aircraft build rate recovery
Gas Turbines Market Revenue Growth (YoY) Quarterly3,900.0%Target: Sustain high-double-digit growth driven by AI data center power demand and industrial gas turbine expansions
Watch Items
- OEM Production Execution and Build Rates (Boeing and Airbus)Trigger: Boeing 737 MAX monthly production capped below 38 planes or prolonged assembly line haltsAction: Assess potential inventory build-up, adjust headcount additions, and evaluate impact on Fastening Systems and Engineered Structures segments
- Raw Material Price Volatility (Titanium, Nickel, Aluminum)Trigger: Specialty alloy price spikes exceeding 15% quarter-over-quarterAction: Review long-term contract pass-through lag times and evaluate short-term margin compression risks
Research as of 2 Sep 2026