Added to YB: 2025-06-24
Pitch date: 2025-04-11
HWM [neutral]
Howmet Aerospace Inc.
+54.68%
current return
Author Info
No bio for this author
Company Info
Howmet Aerospace Inc. provides advanced engineered solutions for the aerospace and transportation industries in the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, China, and internationally.
Market Cap
$77.4B
Pitch Price
$128.21
Price Target
N/A
Dividend
0.25%
EV/EBITDA
36.72
P/E
56.11
EV/Sales
10.40
Sector
Aerospace and Defense
Category
growth
Hardman Johnston Large Cap Equity Strategy Portfolio Holding: Howmet Aerospace Inc.
HWM (holding update): Outperformed on earnings beat. Conservative 2025 guidance sets low bar. Competitor facility fire creates supply issues for industry but opportunity for HWM to gain share. Any production slowdown offset by high-margin aftermarket sales. Resilient growth from aerospace exposure plus increasing industrial gas turbine components.
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