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Sep 30, 2025
Howmet Aerospace Q3 2025 Earnings Report
Howmet Aerospace posted strong Q3 results with record revenue, net income, and robust cash generation.
Key Takeaways
Howmet Aerospace delivered a record third quarter with $2.09B in revenue and $385M in net income, driven by commercial and defense aerospace strength. All metrics exceeded guidance, including strong adjusted EBITDA margin and substantial share repurchases.
Revenue grew to $2.09B, up 14% YoY, led by aerospace markets.
Net Income reached $385M, and EPS was $0.95.
Free Cash Flow totaled $423M with strong operational execution.
Repurchased $200M in stock and raised dividend by 20%.
Revenue by Segment
Forward Guidance
Full year 2025 guidance raised across all metrics, and 2026 revenue expected to grow ~10% to $9B, driven by strong demand across aerospace and industrial markets.
Positive Outlook
- Raised full-year 2025 guidance on revenue, EPS, and free cash flow.
- 2026 revenue expected to grow ~10% to ~$9B.
- Strong end-market demand in commercial and defense aerospace.
- Backlog of commercial aircraft supports future growth.
- Investment in capacity supported by customer contracts.
Challenges Ahead
- Commercial transportation market remains weak.
- Macroeconomic uncertainties could affect end-markets.
- Exposure to aluminum price fluctuations.
- Continued inflationary pressure on input costs.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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