Howmet Aerospace reported record full-year 2025 results with revenue up 11 percent year-over-year to 8.3 billion dollars and adjusted earnings per share up 40 percent. Fourth quarter revenue reached 2.2 billion dollars, up 15 percent year-over-year, driven by strong commercial aerospace demand. The company generated 1.9 billion dollars in operating cash flow and deployed 700 million dollars for share repurchases. For 2026, Howmet guided revenue between 9.0 and 9.2 billion dollars with adjusted earnings per share between 4.35 and 4.55 dollars. The company also announced acquisitions of Consolidated Aerospace Manufacturing and Brunner Manufacturing along with capacity expansions. Morgan Stanley raised its price target to 280 dollars from 225 dollars while maintaining an overweight rating. Susquehanna raised its price target to 290 dollars.
Read full analysisHowmet Aerospace reported record full-year 2025 results with revenue up 11 percent year-over-year to 8.3 billion dollars and adjusted earnings per share up 40 percent. Fourth quarter revenue reached 2.2 billion dollars, up 15 percent year-over-year, driven by strong commercial aerospace demand. The company generated 1.9 billion dollars in operating cash flow and deployed 700 million dollars for share repurchases. For 2026, Howmet guided revenue between 9.0 and 9.2 billion dollars with adjusted earnings per share between 4.35 and 4.55 dollars. The company also announced acquisitions of Consolidated Aerospace Manufacturing and Brunner Manufacturing along with capacity expansions. Morgan Stanley raised its price target to 280 dollars from 225 dollars while maintaining an overweight rating. Susquehanna raised its price target to 290 dollars.
Howmet Aerospace manufactures precision-engineered components — including castings, forgings, and fasteners — used in jet engines, airframes, and industrial gas turbines. The company serves major aircraft OEMs like Boeing and Airbus and is increasingly exposed to defense and data-center-driven gas turbine demand. Its record Q4 results and two new acquisitions are at the center of the current rally.