Howmet Aerospace Inc (HWM)

Yes, that was certainly made clear, wasn't it? The 19% increase in revs was the lowest %age noted. I'm wondering when they'll do another 2:1 split. They did 3 of them a while ago, but not one since 2000.

Ok, 60 days later we learn that the Hormuz Folly had essentially no impact on companies like this one..which can only mean they are aware of how they need to function if the geopolitical theatre turns to rubbish.
I believe the prize they're eyeing is the birthing of the Space economy. They see HWM playing a key role in all of this.
Hope your portfolio is thriving in every way, Slo.

THV

Q1 '26 , according to last Fall's Financial Guidance, was supposed to be the weakest quarter of '26. This morning's pre bell earnings report sent PPS up over 12% to almost $290. My, my, my .

THV

Howmet Aerospace Announces New Executive Leadership MemberApril 13, 2026 3:06 PM
PR Newswire (US)

PITTSBURGH, April 13, 2026 /PRNewswire/ -- Howmet Aerospace Inc. (NYSE:HWM) announced today that Jonathan Arena has joined Howmet as Executive Vice President, Chief Legal and Compliance Officer and Secretary. He will also serve on the Howmet Aerospace Executive Leadership Team, the senior leadership team that sets strategic direction for the company.







Jon most recently was Vice President and Chief Counsel at Huntington Ingalls Industries, Newport News Shipbuilding Division. Prior to Huntington Ingalls Industries. He held senior legal roles at The Boeing Company and the National Aeronautics and Space Administration (NASA). He holds degrees from The Ohio State University, Washington University in St. Louis and William & Mary law school.Jon will be based at Howmet's Global Headquarters in Pittsburgh, Pennsylvania.About Howmet Aerospace
Howmet Aerospace Inc., headquartered in Pittsburgh, Pennsylvania, is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. The Company's primary businesses focus on jet engine components, aerospace fastening systems, and airframe structural components necessary for mission-critical performance and efficiency in aerospace and defense applications, as well as forged aluminum wheels for commercial transportation. With approximately 1,200 granted and pending patents, the Company's differentiated technologies enable lighter, more fuel-efficient aircraft and commercial trucks to operate with a lower carbon footprint. For more information, visit www.howmet.com.Dissemination of Company Information
Howmet Aerospace intends to make future announcements regarding Company developments and financial performance through its website at www.howmet.com.



View original content to download multimedia:https://www.prnewswire.com/news-releases/howmet-aerospace-announces-new-executive-leadership-member-302740865.htmlSOURCE Howmet Aerospace Inc.

Original: Howmet Aerospace Announces New Executive Leadership Member

Howmet Aerospace to Host Webcast and Announce First Quarter 2026 ResultsApril 9, 2026 8:14 AM
PR Newswire (US)

PITTSBURGH, April 9, 2026 /PRNewswire/ -- Howmet Aerospace Inc. (NYSE: HWM) will announce its first quarter 2026 financial results on Thursday, May 7, 2026. The press release and presentation materials will be available at approximately 7:00 AM ET on May 7, 2026, via the "Investors" section of the Howmet Aerospace website.







The conference call and webcast will begin at 10:00 AM ET. Details of both follow.Conference Call Information:Day: Thursday, May 7, 2026Time:10:00 AM ETHosts:John Plant, Executive Chairman and Chief Executive Officer
Patrick Winterlich, Executive Vice President and Chief Financial OfficerCall:U.S./Canada Toll Free: + 1-844-481-2703
International Toll: + 1-412-317-0659
Participants may pre-register for the conference call at: 
https://dpregister.com/sreg/10205406/102fe5989b4Webcast: Available on the "Investors/Events and Presentations" section of www.howmet.com
(audio and slides).Replay Information
A webcast replay of the call will be available on the "Investors/Events and Presentations" section of www.howmet.com. Telephone replay of the call will be available from two hours after the conclusion of the live call until May 21, 2026, at 11:59 PM ET. Details follow.Replay:USA Toll Free/Canada:1-855-669-9658
International Toll:1-412-317-0088
Replay Access Code:3777008Or access via the "Investors/Events and Presentations" section of www.howmet.comAbout Howmet Aerospace
Howmet Aerospace is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. Headquartered in Pittsburgh, Pennsylvania, the Company's primary businesses focus on jet engine components, aerospace fastening systems and airframe structural components necessary for mission-critical performance and efficiency in aerospace and defense applications, as well as forged aluminum wheels for commercial transportation. With approximately 1,200 granted and pending patents, the Company's differentiated technologies enable lighter, more fuel-efficient aircraft and commercial trucks to operate with a lower carbon footprint.For more information, visit www.howmet.com.Dissemination of Company Information
Howmet Aerospace intends to make future announcements regarding Company developments and financial performance through its website at www.howmet.com.



View original content to download multimedia:https://www.prnewswire.com/news-releases/howmet-aerospace-to-host-webcast-and-announce-first-quarter-2026-results-302738246.htmlSOURCE Howmet Aerospace Inc.

Original: Howmet Aerospace to Host Webcast and Announce First Quarter 2026 Results

I'm actually in that stage of my life where I'm more involved spending the money I've invested than trying to earn more. So, other than my mutual fund, where I got the idea to invest in HWM and a few other established companies on real exchanges I don't hold many risky stocks on the OTC anymore.

Well, I learned that even this crap show of a " military operation" prevailing against something as economically vital as the S. of Hormuz knocked this down about 15% . Many stocks took a much more severe beating.

This morning, with a glimmer of hope , we're moving right back up. This is how a quality company should react to a geopolitical crisis. It's still the same good company it was before February 28 when Trump's little escapade began.

Had this " war" not taken place I'm certain we'd be up around $280/ share by now.

To be honest I bought some at $230 a week or so ago, not much, but it was a good price. Of course, I'll continue to grab more as time moves on.

I'm in ktos a bit, too. It's been a rocky road since fall. Considering a couple of other up- and- comers.

Curious, are you considering any new positions? I'm looking to shuffle my deck a bit if I can find a new card to play.


FORWARD HO,

THV

Hopefully, we hold this morning's gains and get back to hitting new highs.

Up $15.38 to $251.40 which is a gain of 6.52%!

A head scratcher, fo sho. But,leave it to Drumpf to pull stupid schite.

I'm a perma-long here, so no worries. Position size is small compared to many of ya'll, I'm sure.

I attribute about all of the recent downturn to the situation with Iran. I really do not understand why we are still hammering away at Iran when we were told that their ability to create nuclear arms was supposedly wiped out a number of months ago .

It's as if we were told something different from what is actually true. Maybe this is an effort to divert attention away from some other news story for some reason.

Sadly, I am truly more inclined to accept explanations provided by Iranian media than I am from my own president. I am not alone here.

HWM will do well despite challenges from geopolitical diddlings. I will buy more of this because the company is solid and it is run by experienced, reasonable people .

THV

Sounds about right. My floor is around 224.00

It's been a rough month for HWM but in reality, we're just paying the price for the pop we saw last month when it from under $210 to over $260. Over the past three months, it's showing a nice gain. Unless there's more pressure on the industry I'm aware of and there's still more downside, I'm hoping it holds at $220.

True that. My silver lining is to grab shares at relatively good prices . I know perfectly well these will appreciate nicely very soon.
I have watched the sector closely during the conflict in Iran. I am certain it will not last long.

Within the sector there are some great prices to be had. Who doesn't love a good discount? Poor TDG Can't seem to catch a break. Great company, nonetheless.

The silver lining in today's drop (1.73%) is that it was almost exactly half that of the Fidelity mutual fund (3.59%) that has it in its aerospace and defense sector. Boeing (4.46%) and General Electric (5.64%) were down much worse.

For three full sessions now, some " entity" is slinging around HWM shares like the Hulk slams Loci around . It's just a riot to watch. Everytime they bludgeon it to 250/ share..it comes right back in about 2 hours .

To do this at the scale we're seeing takes about $100,000,000 each time. Each round drops shares from $254.00 to $250,about 1.5%. By my count they've done this seven times. This sort of activity generates about $240,000 in profits each time . And since HWM is nearly 92% institutionally owned, we see what is happening here

It is noteworthy that on the 3rd, HWM Closed their sale of several tranches of senior notes to finance their acquisition of CAM. SO , usually when a material even like this happens, the market seeks to purchase shares at something of a discount to match the discount the purchasers of those senior notes are getting.

The Isreali- Iran war has very little to do with this at all .

If anyone sees all of this differently, I'd love to hear about it.

GLTA

THV

Link to Nasdaq.com website for anyone looking to do research on Howmet Aerospace.

https://www.nasdaq.com/market-activity/stocks/hwm

No worries, Slo. . I appreciate your posts. Do the mod thing. I support it.

THV

I don't have any deep insights to give, HV. The comment I added about fundamentals was just an aside because the Q1 earnings are due soon and after that nice run we just had after the annual came out I expect a consolidation because it was a larger gain than usual.

I'm going to apply for the mod spot so I can post this link as a sticky.

https://www.nasdaq.com/market-activity/stocks/hwm

Slo, I've actually been studying this post of yours a bit. I do agree that the stock went through consolidation in Fall 2024.
I think it was due to some market uncertainty leading into the election. I also agree, the chart has some similarities now with that Fall ' 24 increment. This time it's not an election but likely the resolution of the tariff issue by the SC and the integration of CAM into company' s production infrastructure.
The part I'm fuzzy on is relating what fundamentals to support evidence of consolidation? When you have the time I'd appreciate clarifying how you perceive this. Which fundamentals might one focus on to support what seems to be showing up so clearly in the chart?

I just want to understand how you think on this. I'm no fundamental guru but I do have a perfunctory grasp of them, but to get where you are on this I need a bit of your perspective if possible .

Aside: I did not expect the Hormuz Strait issue to have a major impact on this sector today and it appeared that by lunchtime, traders were getting over it with only a 2% - 3% dip on this sort of stock.
Even the volume was low. But the institutions , I suspect, were able to exploit this to put some cash in the tills by shorting hundreds of thousands of shares for a few bucks a pop....Or by buying relatively cheaper shares today that will likely return to the ATH prices very quickly.

Thanks,

THV

I have this extensive list of Aerospace & Defense. I look at it all the time. I have some KTOS, Just a bit. And I have a very close eye on DPRO (Draganfly) I can't get a handle on them yet. Could be on the verge of being something significant and if that happens I will grab shares quickly.

I'm also on the watch for up and coming private companies in this sector, too. There are a bunch of them. A few have folded, others are trying to cement their niche....which is difficult. Real innovation gives some companies the edge. One wants to land on planets and asteroids with everything at the ready to 3-D print everything needed for startup operations. Another wants(;and I suspect IS ) building thorium nuclear reactors in space for a private Middle East Consortium.

This all fascinated me.

THV

I watch pre- bell activity often. Frequently, when the before hours commence, prices can be several percent higher than previous closing .

Then, as we approach open US Markets, prices drop just about to previous close values. Of course, when geopolitical things happen, this can work in exactly the opposite way.

Like you, I hold several stocks long term. The fluctuations of the market don't seem to affect the value of quality growing companies very much. I've even seen companies like Howmet drop 10% in one session. It used to get to me. I know better now , and like you, I let it roll off .

THV

RTX and GD are the only two of the five aerospace tickers I follow that are up this morning but they're going down from pre-market levels. The others, including HWM of course, aren't showing any impact at all. Being a long-term holder, it doesn't matter to me as I don't flip HWM. Just surprised.

Man, I am on the very same page, paragraph and sentence with you. I had exactly this thought when I confirmed the military action over the wknd.

Pre- bell many defense, IC, and aerospace are up .

Does this make me sound like a war- monger? I am not.

THV

HWM and the entire aerospace industry should have a good day tomorrow, while the rest of the market will probably struggle.

LMT, RTX, LHX stocks poised to pop this week as US deploys F-35s, Tomahawks in Iran strike

https://www.msn.com/en-us/news/world/lmt-rtx-lhx-stocks-poised-to-pop-this-week-as-us-deploys-f-35s-tomahawks-in-iran-strike/ar-AA1XkVXl?ocid=hpmsn&cvid=379e553a0491463fc1a73d62adc98cdf&ei=198

And despite the sucky start this morning, we closed with an ATH. That's a win, brother!

THV

I wonder sometimes.....does anybody else want to make any more money..or is it just the few of us?

Let me put this another, more seductive way.....since nobody reads here anyway:

Since the first of the year, not even 2 months ago, this stock has reach a NEW ALL- TIME HIGH no fewer that 16 times. This is the sort of stock everyone should want to be in.

Crap market this am.... inflation came in a bit hotter than expected. Nvidia and other chippies down...

Meanwhile HWM is almost back to even after being down a fair bit in pre-mkt.

Hydrograph at $5..almost $2 Cdn above the private placement offering. It's a unicorn and has $20-200 potential this year..

Rb......you are a wild man. How cool . I'm a rocker and an artist....among other things.
You're the kind that really seeks out a thrill. Keeps you in the game. I so totally get it

I don't pursue the same things you do but I understand the need, that great need to pursue.

Thanks, Hope all this info really wags your tail when you ( if you ever) need it to.

THV

LOL... I'm a year beyond 3/4 of a freakin' century on dis here oblate spheroid we call "Earth"

But, as a former pinky player, now reformed, and ex radical tree climber and half decent rock and mt climber, plus a skier capable of hanging with some (washed up, maybe) pros, I'm not risk averse.. and have transferred that traiit to my trading... right or wrong... not something that any sane retiree would do... but those who know me recognize the lack of that particular trait......Heh Heh

But I need 8 figures to satisfy my desire for endless hookers and blow..... /S

I haven't done any DD to speak of in the sector..... THV just suggested GEV...hmmm. I checked and saw that I don't have much FSDAX, so will leave it be.....

Actually, rb, GE has outperformed HWM. It was $50 3 years ago and it's almost $350 now.

I wish FSDAX would lighten their position in BA and put more into HWM. And GE.

think I'll sell and move all to HWM

Gutsy! If I were 20 years younger, I would probably do the same.

Pretty sure I'm aware of that chap. He can be a tad obnoxious, but fun.

New comparison. Will DD it! Thanx! https://finance.yahoo.com/compare/HWM?comps=GD,GE,GEV

Did you see Hydrograph's continued big move? Whee. Sure wish I had as many shares as I do this one >I know you're in Quantum Emo...sigh... I'm pretty sure it will recover.. shorts and maybe smart longs taking profits. I'm still up 205%, so....

I'll make a prediction here, just for the hell of it.
I predict a closing price of $350 by October 1.

Hmm.... Based on that. I reckon I'll take a gander at some long duration calls.... and just did. no open interest on Oct calls, but June has some... and some were up nicely today alone...as in 10-30% depending on strike.

A June $330 call was at $4.90 and up 35% on the day.. big spread, tho

hmmm again. Risky being out of the money, but compare that to the premium for a $250 call--$30. That could imply a big % gain, depending on time decay...

Not a bad move! Before you do, look at GEV before you do. It's a very fair runner up.( If you haven't already.)

Funny, I just got more HWM this morning. THeir financial expectation is that Q1 ' 26 is the soft qtr. Kills me. I'm so happy with this.

I hope you do at least as well with this as i have. My position doubled in 13 months .

There's a guy called makinEZmoney on here. He got in about $50.

THV
.

Just now checked a couple HWM calls. A Mar 20 $270 call has gone from about $2.50 to $5.97 in a week. But the bid/ask spread is wide.... (low open interest may be why)

Hmmmm
I'm far from a skilled options trader, but did just sell 2 Rocketlab puts that expire Friday. Collected $410. Premium should be safe, but I'll have to keep an eagle eye out. (I've made quite a bit in calls, covered calls and CSP's in it and a couple other stocks)

Happy trading, compadres...

oh and Tuck Frump... I ain't watching the SOTU, but will look for some laughs/critique from my fav. left wing sites.

My first buy was at 125, 2nd at about 170. See my below post. Pretty sure I'm gonna move my FSDAX over.... Too bad HWM isn't among my top 10 in position size (But my largest 5 are all up 60-500%) I have a Fidelity semi-con MF (The best MF over 1-3 years besides a few gold Mutuals--I have those three best) But my Van Eck Semi-con ETF is up a fair bit more than the Fid mutual.. as in ~50% vs 70%...

I just compared HWM with 3 similar stocks. https://finance.yahoo.com/compare/HWM?comps=GD,AVAV,GE. It's the best performer. I also have FSDAX Fidelity Select Defense and Aerospace. It's doing OK. but think I'll sell and move all to HWM.

And not just military and space but the general aviation industry. They have all the bases covered.

Howmet Aerospace is a significant player in the general aviation industry, providing a range of engineered metal products that are essential for aircraft structures, engines, and systems. The company's expertise in advanced engineered solutions is transforming the aerospace and commercial transportation industries, and it is poised to play a crucial role in the future of sustainable travel.

The purchase of CAM will help them in so many ways.

Howmet Aerospace has acquired Consolidated Aerospace Manufacturing (CAM) in an all-cash deal valued at approximately $1.8 billion. The acquisition, announced on December 22, 2025, is expected to close in the first half of 2026. CAM specializes in precision fasteners and engineered components for the aerospace and defense industries, and Howmet aims to leverage CAM's established brands and engineering expertise to enhance its fastening solutions portfolio. The acquisition is anticipated to boost Howmet's revenue and EBITDA margins significantly, positioning it better to serve its customers in the aerospace sector

Is that a smile I detect on your face? Won't wonders ever cease.

At that market cap, some may regard HWM now as a mega- cap company, others will look for the 200B figure to arrive.
Further, their financial guidance for future growth, which is usually conservative, is quite encouraging.
That would explain their move to purchase CAM for almost $2B cash .

They know, because of their historical deep military ties what is coming down the pike so they're setting up to be well- prepared. I'm not alluding to war here, but the coming space economy.

Also, since I'm touting them so aggressively, let's mention that over 90% of the common shares are owned by over 2100 institutional entities .

I could go on and on, but if you happen to consider yourself a " value" investor, this is exactly the sort of company you want in your portfolio .

Every time the market dips, even a beast like HWM reacts , but it always bounces back and then some .
Makes even a Vulcan happy .

THV

Zachs has it as a BUY even though they have some concerns about its "lofty valuation".

Should Howmet Stock be in Your Portfolio After Solid Q4 Earnings?

https://www.zacks.com/stock/news/2419033/should-howmet-stock-be-in-your-portfolio-after-solid-q4-earnings

On February 20, 2025, Howmet Aerospace achieved a significant milestone by crossing a $100 billion valuation for the first time in its trading history. This achievement was driven by strong operational performance and strategic growth initiatives, including a major planned acquisition of Consolidated Aerospace Manufacturing for approximately $1.8 billion. The company's recent performance has been buoyed by robust demand in the commercial aerospace and defense markets, leading to record revenue and net income for the fourth quarter of 2025.

If Q1'26 is expected to be the soft quarter compared to the rest of the year, and Q1 moves closing share prices rising from $208 a couple of weeks ago to $250 today, well, that works for me.

I'll make a prediction here, just for the hell of it.
I predict a closing price of $350 by October 1.

THV

HWM is in the right sector at this point in time. Has been for a while. I'm looking forward to this coming quarter, as analysts are expecting a bigger jump in reported earnings to $1.10 than they've been reporting so far and since they've consistently beat expectations ......

https://www.nasdaq.com/market-activity/stocks/hwm/earnings

I have become,over time, a fundamentals fan. I have put time in to get a good feel for what those percentages and ratios tell us about how well the company is being run by management.
The crack teams can navigate a variety of problematic scenarios skillfully and they can foresee and assess changes in their market while exploiting profitable opportunities.

I see the HWM management in this way. At this moment in history they see a real need to be able to produce more to prevent their backlog from getting out of hand. The space economy is being born right now and it's going to be beyond enormous. They know it, see it and they're getting ready to meet the obvious forthcoming demand by buying up high quality production companies.
This is one of the best ( highest quality) positions I own.

THV

I'm no technical analysis wiz but something's telling me HWM is looking to consolidate here in preparation for the next move higher. Looking at the two-year chart is amazing, but if you break it down to late '24/early '25, it broke the upper trend line and consolidated for two months before going on another run. This latest move on earnings broke the trend line that began after that.

I focus more on a company's fundamentals, which are telling me that it may consolidate for a month or two before going on another run.

It's nice when each tell me the same thing.

Congrats Slo, RB and anybody else who is maintaining or growing a position in this.

The future looks very bright , indeed .

Well done!!

THV

Same here. It's one of the bigger holdings in my mutual fund which I got into so I bought that and a few others in the sector.

My first buy, a year ago, was at 125... had a double an hour ago. wheee!!
Not much else is green in my accounts today....sigh....

And people got just what they were expecting.

The stock is up over 10%.

Howmet Aerospace guides above Street for Q1, shares rise premarketFebruary 12, 2026 10:18 AM
IH Market News
Howmet Aerospace (NYSE:HWM) issued a first-quarter outlook that topped Wall Street expectations, sending its shares more than 2% higher in premarket trading on Thursday, as the jet engine components supplier pointed to improving profitability and cash flow in 2026.The upbeat forecast comes as production of popular single-aisle aircraft by Boeing and Airbus continues to accelerate, supported by resilient travel demand and substantial order backlogs. That momentum has filtered through to suppliers such as Howmet.“[T]he vast majority of the markets we serve are in a growth phase, while the commercial transportation market shows signs of stabilizing. Commercial aerospace continues to benefit from rising passenger demand and recent multi-year under-build of aircraft that together have led to a record OEM backlog stretching into the next decade,” said CEO John Plant.He added that demand for engine spare parts remains elevated, reflecting ongoing supply chain disruptions and delays in widebody aircraft production, while activity in the defense segment is “very healthy.”The Pennsylvania-based group also noted that it took steps last year to mitigate the impact of broad U.S. import tariffs by passing higher input costs on to customers.For the current quarter, Howmet expects adjusted earnings per share of $1.09 to $1.11, ahead of analyst estimates of $1.02. Revenue is projected at $2.23 billion to $2.25 billion, compared with consensus forecasts of $2.16 billion.Looking at the full year, the company guided for adjusted EPS of $4.35 to $4.55 on revenue between $9.0 billion and $9.2 billion. Analysts had anticipated per-share earnings of $4.46 on sales of $9.15 billion.In the fourth quarter, revenue climbed 15% year over year to $2.17 billion, while adjusted earnings reached $1.05 per share, both exceeding market expectations.Howmet Aerospace stock price

Original: Howmet Aerospace guides above Street for Q1, shares rise premarket

Bummed that LUNR and RKLB have fallen so much of late.
But I did add a covered short put or two in each....already had some LUNR 16's.. which may yet be safe.

And my 10 $24 covered call premium will stay in my pocket, fo sho...expiry is Feb 20. I did close some RKLB and LUNR CC's when I was afraid they'd be problematic.. Gave back most of my premiums. shoulda waited.. but, heck, how can one predict what these crazy markets are going to do?

I do now have 15 Lunr Jan 2027 Leaps, that were nice and green... and 5 that expire in 5 weeks. Not worried about the leaps.....

Recently sold 9 RKLB $35 Jan 16 calls (55 week hold) a few days early. Profit was ~$41500 on $8060 spent.. coulda been 1500-2000 more had I dared to hold till Jan 16

Somehow I had forgotten that both you and Slo took a shine to this. Did we not have a great day today?

Over $230 now. Man, I hope everyone here is doing so well. I have watched other aerospace/defense stocks band thought, " gee, maybe I should make sort of lateral move to Textron or General Electric, maybe Harris. HWM just keeps compounding steadily along as if it sees no big problems, ever. It's a real beast, tried and true.
As long as the fundamentals stay where they are, or improve, Im staying right here. All my early share buys are up 100% to 130%. So cool.

Anyway, let's see what tomorrow's report brings us . Looks like expectations are pretty high. My best to you both .

THV