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Mar 31, 2025
Howmet Aerospace Q1 2025 Earnings Report
Howmet Aerospace reported record Q1 revenue and net income, driven by strong performance in commercial aerospace and operational margin gains across segments.
Key Takeaways
Howmet Aerospace delivered a strong Q1 2025 with record revenues of $1.94B and net income of $344M. Commercial aerospace growth and operational efficiency led to record margins and EPS. The company deployed capital effectively through share repurchases and dividend increases.
Revenue reached a record $1.94B, up from $1.824B a year ago.
Adjusted EPS rose to $0.86, driven by higher margins and aerospace demand.
Free cash flow increased to $134M, up from $95M in Q1 2024.
The company repurchased $125M in stock and paid a $0.10/share dividend, double the prior year's payout.
Revenue by Segment
Forward Guidance
Howmet expects continued commercial and defense aerospace growth, with tariff impacts incorporated into full-year guidance increases for Adj. EBITDA, EPS, and FCF.
Positive Outlook
- Q2 revenue guidance midpoint raised to $1.99B
- FY2025 revenue range widened to $7.88B–$8.18B
- Adj. EPS guidance increased to $3.36–$3.44
- Free cash flow guidance raised to $1.1B–$1.2B
- Strong balance sheet supports investment-grade rating upgrade
Challenges Ahead
- Tariff-related and economic uncertainty in North America
- Uncertain commercial transportation market outlook for H2 2025
- Potential volatility from geopolitical and regulatory risks
- Continued headwinds in commercial truck builds
Historical Earnings Impact
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Avg. Return Before/After Earnings
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