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Sep 30
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%.
Howmet Aerospace
Howmet Aerospace
Howmet Aerospace Revenue by Segment
Revenue by Segment
Engine Products Revenue
CapyFin.comFastening Systems Revenue
CapyFin.comEngineered Structures Revenue
CapyFin.comForged Wheels Revenue
CapyFin.com 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.
- Global supply chain risks remain present.