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Jun 30, 2025
Howmet Aerospace Q2 2025 Earnings Report
Howmet Aerospace reported record Q2 2025 results with strong revenue and profitability growth driven by commercial and defense aerospace demand.
Key Takeaways
Howmet Aerospace delivered a strong Q2 2025, achieving record revenue and profitability, with notable contributions from the aerospace segments. Free cash flow and share repurchases reflected robust capital allocation, and the company raised full-year guidance across all metrics.
Revenue reached a record $2.053 billion, driven by growth in aerospace and industrial markets.
Net income rose to $407 million from $266 million a year earlier.
Free cash flow hit a second-quarter record at $344 million.
The company repurchased $175 million of stock and raised its dividend by 20%.
Revenue by Segment
Forward Guidance
Howmet raised full-year 2025 guidance across all key financial metrics based on strong aerospace demand and robust operational performance.
Positive Outlook
- Commercial aerospace demand driven by OEM backlogs and fuel-efficient aircraft.
- Robust engine spares demand across all markets.
- Strong defense aerospace market expected through 2025.
- Increased demand for industrial gas turbines linked to data center growth.
- Full-year 2025 guidance raised across revenue, EPS, EBITDA, and free cash flow.
Challenges Ahead
- Commercial transportation market continues to face weakness.
- Uncertain macroeconomic conditions could impact customer demand.
- Rising capital expenditures driven by growth investments.
- Dependency on OEM production rates such as Boeing 737MAX.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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