Zacks Investment Research·15h ago
Howmet vs. Textron: Which Aerospace & Defense Stock Should You Bet On?HWM's stronger growth outlook, rising estimates and share gains outweigh TXT's cheaper valuation and near-term funding and supply-chain risks.
Howmet Aerospace is executing a powerful operational inflection, with revenue growth accelerating to 24.1% YoY and gross margin expanding 710 basis points to 37.3% in 2026Q2, driven by wide-body recovery and aftermarket mix. The company's pricing power and ope...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 24.1% YoY in 2026Q2 with gross margin expanding to 37.3% from 30.2% a year earlier, while operating margin reached 27.9% and EPS grew 33% to $1.33.
Howmet Aerospace is expanding its market presence through investments in drones and AI solutions, enhancing its growth potential.
The company's capacity investments and operational efficiency are key drivers of its bullish outlook.
As a global leader in advanced engineered solutions for aerospace and transportation, Howmet Aerospace has a competitive edge.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $1.33+7.3% vs $1.24 | $2.5B+4.9% vs $2.4B |
Q2 2026 May 7, 2026 | $1.22+9.9% vs $1.11 | $2.3B+3.3% vs $2.2B |
Q1 2026 Feb 12, 2026 | $1.05+8.8% vs $0.96 | $2.2B+2.1% vs $2.1B |
Q4 2025 Oct 30, 2025 | $0.95+4.4% vs $0.91 | $2.1B+2.3% vs $2.0B |
HWM's stronger growth outlook, rising estimates and share gains outweigh TXT's cheaper valuation and near-term funding and supply-chain risks.
Nykredit A S purchased a new position in shares of Howmet Aerospace Inc. (NYSE: HWM) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 166,237 shares of the company's stock, valued at approximately $44,694,000. Other institutional investors also recently
Investors with an interest in Aerospace - Defense stocks have likely encountered both Lockheed Martin (LMT) and Howmet (HWM). But which of these two stocks offers value investors a better bang for their buck right now?
HWM's defense aerospace revenues are rising on strong demand for F-35 and legacy fighter jet spares, while new initiatives could support further growth.
Benchmark HWM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Howmet Aerospace Inc. (HWM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $225.36 | $90.17B | 60.74 | 11.06% | 18.27% | 30.44% | 0.2% | |
| $1112.42 | $62.22B | 34.68 | 11.22% | 21.28% | — | — | |
| $550.27 | $20.33B | 42.76 | 12.08% | 14.81% | 20.69% | — | |
| $46.97 | $8.81B | 361.31 | 18.52% | 2.03% | 1.14% | — | |
| $186.56 | $25.46B | 65.46 | 5.16% | 10.09% | 24.95% | — | |
| $37.15 | $9.91B | 36.07 | 12.8% | 8.52% | 11.76% | — |
Howmet Aerospace Inc. (HWM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Howmet Aerospace Inc. (HWM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 28, 2026·SEC
May 26, 2026·SEC
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Howmet Aerospace Inc. (HWM) stock FAQ — growth, dividends, profitability & financials explained
Howmet Aerospace Inc. (HWM) reported $9.12B in revenue for fiscal year 2025. This represents a 27% decrease from $12.54B in 2014.
Howmet Aerospace Inc. (HWM) grew revenue by 11.1% over the past year. This is steady growth.
Yes, Howmet Aerospace Inc. (HWM) is profitable, generating $1.87B in net income for fiscal year 2025 (18.3% net margin).
Yes, Howmet Aerospace Inc. (HWM) pays a dividend with a yield of 0.20%. This makes it attractive for income-focused investors.
Howmet Aerospace Inc. (HWM) has a return on equity (ROE) of 30.4%. This is excellent, indicating efficient use of shareholder capital.
Howmet Aerospace Inc. (HWM) generated $1.57B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
