Industrials·Aerospace & Defense·$97.1B
Howmet Aerospace Inc (HWM) operates in the aerospace and defense sector, focusing on advanced engineered solutions for aerospace and industrial markets. The company is significant as it supports the growing demand for lightweight materials and advanced manufacturing technologies, which are critical in enhancing fuel efficiency and performance in aviation.
Earnings Per Share (EPS)
EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue Growth
Revenue growth reflects the company's ability to increase sales and expand its market share, which is crucial for long-term success.
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Howmet Aerospace Inc (HWM) operates in the aerospace and defense sector, focusing on advanced engineered solutions for aerospace and industrial markets. The company is significant as it supports the growing demand for lightweight materials and advanced manufacturing technologies, which are critical in enhancing fuel efficiency and performance in aviation.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+7.85%
Avg Stock Reaction
+5.84%
In Q4-2025, Howmet Aerospace reported an EPS of $1.05, surpassing expectations by 8.7%. The stock reacted positively, gaining over 6% the following day.
Management Promises & Guidance
Overall, investors are cautiously optimistic about Howmet's upcoming earnings, given its history of beating EPS estimates. However, uncertainty remains regarding revenue growth and margin sustainability.
Bull Case
If Howmet continues its trend of beating EPS estimates, it could signal strong operational performance and increased investor confidence, potentially driving the stock higher.
Bear Case
On the other hand, if the company fails to meet expectations or provides weak guidance, it could lead to a decline in stock price, especially given the high implied volatility in the options market.
Earnings Per Share (EPS)
N/AEPS is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue Growth
N/ARevenue growth reflects the company's ability to increase sales and expand its market share, which is crucial for long-term success.
Operating Margin
N/AOperating margin indicates how efficiently the company is operating and managing its expenses relative to its revenue.
The print will turn on these two things.
Q1
What will be the EPS for Q1-2026?
Given Howmet's strong history of EPS surprises, this number will be crucial for investor sentiment and stock performance.
Q2
How is the company addressing supply chain challenges?
Supply chain issues have been a concern in the aerospace sector, and effective management of these challenges could impact future profitability.
Why consensus could be wrong
The Street may underestimate Howmet's ability to leverage its recent innovations in aerospace materials, which could drive better-than-expected revenue growth.
Supporting Evidence
The company's consistent track record of beating EPS estimates suggests stronger underlying performance.
Options pricing indicates a significant move, reflecting investor anticipation that may not align with conservative consensus expectations.
Key Risk
If the EPS comes in above $1.10, it could challenge the current bearish sentiment and shift investor outlook.
Pre-commit to what would confirm each case.
The core debate this quarter revolves around Howmet's ability to maintain its EPS growth trajectory amidst industry challenges.
Bull Confirmed If
An EPS of $1.10 or higher would confirm strong operational performance and growth.
Bear Confirmed If
An EPS below $0.95 could signal potential issues in cost management or demand.
Implied Move
±8.96%
Historical Avg
±7.7%
The options market is pricing in a significant potential move, suggesting that investors are anticipating volatility around the earnings report.
Options are pricing ±9.0% while HWM has averaged ±7.7% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Howmet beats expectations, history suggests the stock could rise by around 5.84%, confirming strong operational performance.
In-Line / Cautious
If results are in line with expectations, the stock may see muted movement as investors digest management's commentary.
Miss
A miss could lead to a decline, with history suggesting an average drop of around 0.0% on misses, indicating potential investor disappointment.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
PARAMOUNT SKYDANCE C Class B
May 4, 2026