HOWMET CEO PREDICTS 2026 MONTHLY PRODUCTION OF FORTY BOEING AIRCRAFT, INCLUDING SEVEN 787s, AND SIXTY A320s AND SIX A350s FOR AIRBUS
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5h ago
0mins
Source: moomoo
Expected Aircraft Production Rates: The CEO anticipates a build rate of 40 Boeing aircraft per month by 2026, with specific monthly targets for different models.
Boeing and Airbus Production Goals: Boeing aims for a production of 737 aircraft at 787 per month, while Airbus targets 60 A320 aircraft and 35 A350 aircraft per month.
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Analyst Views on HWM
Wall Street analysts forecast HWM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HWM is 236.77 USD with a low forecast of 209.00 USD and a high forecast of 258.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 230.850
Low
209.00
Averages
236.77
High
258.00
Current: 230.850
Low
209.00
Averages
236.77
High
258.00
About HWM
Howmet Aerospace Inc. is a global provider of advanced engineered solutions for the aerospace and transportation industries. The Company’s primary business focus is on jet engine components, aerospace fastening systems, and airframe structural components. Its Engine Products segment produces investment castings, including airfoils, and seamless rolled rings primarily for aircraft engines and industrial gas turbine applications. Its Fastening Systems segment produces aerospace fastening systems, as well as commercial transportation, industrial and other fasteners. Its Engineered Structures segment produces titanium ingots and mill products for aerospace and defense applications and is vertically integrated to produce titanium forgings, titanium extrusions, and machining services for airframe, wing, aero-engine, and landing gear components. Its Forged Wheels segment provides forged aluminum wheels and related products for heavy-duty trucks and the commercial transportation market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Howmet Aerospace Reports Strong Q4 2025 Earnings with Record Revenue and Growth Outlook
- Strong Financial Performance: Howmet Aerospace reported Q4 2025 revenue of $2.17 billion, a 15% increase year-over-year, with full-year revenue reaching $8.15 billion, reflecting robust growth in the aerospace sector.
- EBITDA and Free Cash Flow: The fourth quarter EBITDA was $653 million, up 29%, while free cash flow reached $1.43 billion, exceeding guidance by over $100 million, demonstrating strong cash generation capabilities post capital expenditures.
- Positive Future Outlook: Management guided for Q1 2026 revenue of $2.235 billion and a full-year target of $9.1 billion with EBITDA of $2.76 billion, indicating confidence in growth prospects, particularly in commercial aerospace and defense sectors.
- Acquisition and Investment Plans: The company completed the acquisition of Brunner Inc. for $1.8 billion, expected to enhance its competitive position in the aerospace fasteners market, while planning to double gas turbine revenue over the next 3 to 5 years, showcasing significant market expansion potential.
See More
US Stock Market Volatility as Tech Stocks Weigh Down Indices
- Tech Stock Pressure: The S&P 500 index fell by 0.52% and the Nasdaq 100 index dropped by 1.08% due to weakness in the Magnificent Seven tech stocks, indicating investor concerns that could dampen market confidence.
- Cisco Profit Warning: Cisco Systems forecasted that rising memory chip prices would erode profitability, leading to a more than 10% drop in its stock price, which may prompt investors to revise down their future performance expectations, negatively impacting overall market sentiment.
- Employment Data Impact: Initial US jobless claims fell by 5,000 to 227,000, reflecting a slightly weaker labor market, which could influence the Federal Reserve's monetary policy decisions and lower market expectations for future rate cuts.
- Chip Demand Recovery: Sandisk's stock rose over 7% following Kioxia's forecast of strong demand for NAND memory chips, indicating growth potential in the AI infrastructure sector, which may create new investment opportunities for related companies.
See More
Howmet HWM Q4 2025 Earnings Call Transcript
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Howmet Exceeds 2025 Earnings Expectations
- Earnings Beat: Howmet reported an adjusted EPS of $1.05 for 2025, surpassing the $0.97 estimate, with sales reaching $2.125 billion, indicating robust profitability and market demand.
- Segment Performance: Engine Products revenue rose 20% year-over-year to $1.163 billion, with adjusted EBITDA of $396 million and a margin of 34%; Fastening Systems revenue increased 13% to $454 million, with adjusted EBITDA of $139 million and a margin of 30.6%.
- Cash Flow and Shareholder Returns: Operating cash flow was $654 million and free cash flow was $530 million, with the company repurchasing $200 million of common stock and paying a $0.12 per share dividend, reflecting strong cash generation and commitment to shareholder returns.
- Optimistic Outlook: The company forecasts first-quarter 2026 revenue between $2.225 billion and $2.245 billion, with adjusted EPS of $1.09 to $1.11, both above estimates, showcasing confidence and growth prospects in the market.
See More
Mixed U.S. Stock Market Performance with Tech Stocks Under Pressure
- Strong Chip Demand: Sandisk's stock surged over 8% following Kioxia's forecast of robust demand for NAND memory chips, indicating strong global demand for AI infrastructure, which boosts market confidence in tech stocks.
- Tech Stock Pressure: Cisco Systems' stock fell more than 9% as it warned that rising memory chip prices would erode profitability, limiting overall gains in tech stocks and reflecting cost pressures faced by the industry.
- Labor Market Data: U.S. initial jobless claims fell by 5,000 to 227,000, indicating a slightly weaker labor market than the expected 223,000, which may affect market expectations for future economic growth.
- Corporate Earnings Optimism: Over two-thirds of S&P 500 companies have reported earnings, with 78% exceeding expectations, and Q4 earnings growth is projected at 8.4%, providing support for the market and demonstrating corporate resilience.
See More
HOWMET CEO PREDICTS 2026 MONTHLY PRODUCTION OF FORTY BOEING AIRCRAFT, INCLUDING SEVEN 787s, AND SIXTY A320s AND SIX A350s FOR AIRBUS
Expected Aircraft Production Rates: The CEO anticipates a build rate of 40 Boeing aircraft per month by 2026, with specific monthly targets for different models.
Boeing and Airbus Production Goals: Boeing aims for a production of 737 aircraft at 787 per month, while Airbus targets 60 A320 aircraft and 35 A350 aircraft per month.
See More
Howmet Aerospace Reports Strong Q4 2025 Earnings with Record Revenue and Growth Outlook
- Strong Financial Performance: Howmet Aerospace reported Q4 2025 revenue of $2.17 billion, a 15% increase year-over-year, with full-year revenue reaching $8.15 billion, reflecting robust growth in the aerospace sector.
- EBITDA and Free Cash Flow: The fourth quarter EBITDA was $653 million, up 29%, while free cash flow reached $1.43 billion, exceeding guidance by over $100 million, demonstrating strong cash generation capabilities post capital expenditures.
- Positive Future Outlook: Management guided for Q1 2026 revenue of $2.235 billion and a full-year target of $9.1 billion with EBITDA of $2.76 billion, indicating confidence in growth prospects, particularly in commercial aerospace and defense sectors.
- Acquisition and Investment Plans: The company completed the acquisition of Brunner Inc. for $1.8 billion, expected to enhance its competitive position in the aerospace fasteners market, while planning to double gas turbine revenue over the next 3 to 5 years, showcasing significant market expansion potential.
See More
US Stock Market Volatility as Tech Stocks Weigh Down Indices
- Tech Stock Pressure: The S&P 500 index fell by 0.52% and the Nasdaq 100 index dropped by 1.08% due to weakness in the Magnificent Seven tech stocks, indicating investor concerns that could dampen market confidence.
- Cisco Profit Warning: Cisco Systems forecasted that rising memory chip prices would erode profitability, leading to a more than 10% drop in its stock price, which may prompt investors to revise down their future performance expectations, negatively impacting overall market sentiment.
- Employment Data Impact: Initial US jobless claims fell by 5,000 to 227,000, reflecting a slightly weaker labor market, which could influence the Federal Reserve's monetary policy decisions and lower market expectations for future rate cuts.
- Chip Demand Recovery: Sandisk's stock rose over 7% following Kioxia's forecast of strong demand for NAND memory chips, indicating growth potential in the AI infrastructure sector, which may create new investment opportunities for related companies.
See More
Howmet HWM Q4 2025 Earnings Call Transcript
See More
Howmet Exceeds 2025 Earnings Expectations
- Earnings Beat: Howmet reported an adjusted EPS of $1.05 for 2025, surpassing the $0.97 estimate, with sales reaching $2.125 billion, indicating robust profitability and market demand.
- Segment Performance: Engine Products revenue rose 20% year-over-year to $1.163 billion, with adjusted EBITDA of $396 million and a margin of 34%; Fastening Systems revenue increased 13% to $454 million, with adjusted EBITDA of $139 million and a margin of 30.6%.
- Cash Flow and Shareholder Returns: Operating cash flow was $654 million and free cash flow was $530 million, with the company repurchasing $200 million of common stock and paying a $0.12 per share dividend, reflecting strong cash generation and commitment to shareholder returns.
- Optimistic Outlook: The company forecasts first-quarter 2026 revenue between $2.225 billion and $2.245 billion, with adjusted EPS of $1.09 to $1.11, both above estimates, showcasing confidence and growth prospects in the market.
See More
Mixed U.S. Stock Market Performance with Tech Stocks Under Pressure
- Strong Chip Demand: Sandisk's stock surged over 8% following Kioxia's forecast of robust demand for NAND memory chips, indicating strong global demand for AI infrastructure, which boosts market confidence in tech stocks.
- Tech Stock Pressure: Cisco Systems' stock fell more than 9% as it warned that rising memory chip prices would erode profitability, limiting overall gains in tech stocks and reflecting cost pressures faced by the industry.
- Labor Market Data: U.S. initial jobless claims fell by 5,000 to 227,000, indicating a slightly weaker labor market than the expected 223,000, which may affect market expectations for future economic growth.
- Corporate Earnings Optimism: Over two-thirds of S&P 500 companies have reported earnings, with 78% exceeding expectations, and Q4 earnings growth is projected at 8.4%, providing support for the market and demonstrating corporate resilience.
See More
HOWMET CEO PREDICTS 2026 MONTHLY PRODUCTION OF FORTY BOEING AIRCRAFT, INCLUDING SEVEN 787s, AND SIXTY A320s AND SIX A350s FOR AIRBUS
Expected Aircraft Production Rates: The CEO anticipates a build rate of 40 Boeing aircraft per month by 2026, with specific monthly targets for different models.
Boeing and Airbus Production Goals: Boeing aims for a production of 737 aircraft at 787 per month, while Airbus targets 60 A320 aircraft and 35 A350 aircraft per month.
See More
