Howmet (HWM) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Howmet (HWM) reported a revenue of $2.17 billion for the quarter ended December 2025, reflecting a year-over-year increase of 14.7% and surpassing the Zacks Consensus Estimate by 1.26% [1] - The company's EPS for the quarter was $1.05, up from $0.74 in the same quarter last year, exceeding the consensus EPS estimate of $0.97 by 8.66% [1] Financial Performance - Total Sales for Engine Products reached $1.16 billion, exceeding the average estimate of $1.13 billion by analysts, with a year-over-year increase of 19.5% [4] - Total Sales for Fastening Systems were reported at $454 million, slightly below the average estimate of $462.51 million, marking a year-over-year increase of 12.9% [4] - Total Sales for Engineered Structures amounted to $287 million, below the average estimate of $310.13 million, with a year-over-year increase of 3.2% [4] - Total Sales for Forged Wheels were $264 million, surpassing the average estimate of $226.24 million, reflecting an 8.6% year-over-year increase [4] End Market Revenue - Aerospace-Commercial revenue was reported at $1.14 billion, matching the average estimate and showing a year-over-year increase of 13.5% [4] - Aerospace-Defense revenue reached $367 million, slightly above the average estimate of $364.62 million, with a year-over-year increase of 20.3% [4] - Commercial Transportation revenue was $310 million, exceeding the average estimate of $278.53 million, representing a year-over-year increase of 4% [4] Adjusted EBITDA - Adjusted EBITDA for Engine Products was $396 million, surpassing the average estimate of $378.39 million [4] - Adjusted EBITDA for Forged Wheels was reported at $79 million, exceeding the average estimate of $65 million [4] - Adjusted EBITDA for Engineered Structures was $63 million, in line with the average estimate of $63.99 million [4] - Adjusted EBITDA for Fastening Systems was $139 million, slightly below the average estimate of $142.96 million [4] Stock Performance - Howmet's shares have returned +9.2% over the past month, contrasting with a -2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]