Howmet Aerospace Inc. · HWM · Next earnings

Howmet Aerospace Inc. reports Thursday, Feb 11, 2027

HWM reports before market open with consensus EPS at $1.46 and revenue at $2.76B. Last quarter: Howmet raises outlook as turbine and aerospace demand stays strong

Reports Before market open98 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.46 Calendar consensus
Consensus revenue $2.76B Calendar consensus
Report date Feb 11, 2027 Thursday, date estimated
Session Before market open 98 days away

Where HWM left off: FY2026 Q3

Full report

Howmet raises outlook as turbine and aerospace demand stays strong

EPS surprise +6.6% Reported $1.46 vs $1.37
Revenue surprise +4.3% Reported $2.70B vs $2.59B
Stock move +5.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment remained raised. Management raised Q4 and full-year 2026 guidance; the analysis also records a 2027 revenue-growth target of about 12% to $11.5 billion.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Demand could weaken if high jet-fuel prices or Middle East geopolitical tension reduce travel.
  • Defense budget outcomes and the timing of inventory replenishment remain uncertain.
  • OEM vertical integration, including activity by GE and CPP, could pressure market share.
  • Upfront capacity spending could be mistimed, and pricing could come under pressure if expansion outpaces demand.

Questions analysts left open

  • The sustainability of rapid industrial gas-turbine growth and its margin outlook.
  • Potential market-share effects from OEM vertical integration and possible SpaceX insourcing.
  • Defense-budget uncertainty and future pricing power versus competitors.

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Recent HWM quarters

All HWM earnings
+5.5%FY2026 Q3-0.6%FY2026 Q2+6.3%FY2026 Q1+6.0%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.