)
Overview
<ul>
<li>Aerospace solutions provider’s Q4 revenue grew 15%, beating analyst expectations</li>
<li>Adjusted EPS for Q4 rose 42% yr/yr</li>
<li>Company entered agreement to acquire CAM for $1.8 bln</li>
</ul>
Outlook
<ul>
<li>Howmet Aerospace expects FY 2026 revenue between $9 bln and $9.2 bln</li>
<li>Company projects Q1 2026 revenue between $2.225 bln and $2.245 bln</li>
<li>Howmet anticipates improved profit and cash generation in 2026</li>
</ul>
Result Drivers
<ul>
<li>COMMERCIAL AEROSPACE GROWTH - Revenue growth driven by 13% increase in commercial aerospace market</li>
<li>DEFENSE AEROSPACE GROWTH - 20% increase in defense aerospace market contributed to revenue growth</li>
<li>GAS TURBINES GROWTH - 32% increase in gas turbines market supported revenue growth</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q4 Beat $2.20 $2.13
Revenue bln bln (17
Analysts
)
<h3>Q4 $1.05</h3>
Adjusted
<h3>EPS</h3>
<h3>Q4 EPS $0.92</h3>
Q4 Net $372 mln
Income
Analyst Coverage
<ul>
<li>The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 21 “strong buy” or “buy”, 4 “hold” and no “sell” or “strong sell”</li>
<li>The average consensus recommendation for the aerospace &amp; defense peer group is “buy”</li>
<li>Wall Street’s median 12-month price target for Howmet Aerospace Inc is $240.00, about 4% above its February 11 closing price of $230.85</li>
<li>The stock recently traded at 52 times the next 12-month earnings vs. a P/E of 48 three months ago</li>
</ul>
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

Reuters

Howmet Aerospace Q4 revenue up 15%, beats estimates