Howmet Aerospace Q4 Sales Rise 14.7% to $2.17B, EPS $1.05 Beats
Howmet delivered Q4 revenue of $2.17B, up 14.7% y/y, topping forecasts by $42.7M, with EPS of $1.05 beating by $0.08 on 13% commercial and 20% defense aerospace growth. For FY2025, revenue rose 11% to $8.3B and management forecasts Q1 revenue of $2.22–2.24B with adjusted EBITDA of $680–690M.
1. Fiscal Q4 2025 Results
Howmet reported fiscal Q4 2025 revenues of $2.17 billion, a 14.7% year-over-year increase that exceeded expectations by $42.7 million. EPS reached $1.05, surpassing consensus by $0.08, driven by 13% growth in commercial aerospace and 20% growth in defense aerospace segments.
2. Full-Year 2025 Performance
For full-year 2025, Howmet generated $8.3 billion in revenue, up 11% year-over-year, with the commercial aerospace segment contributing a 12% increase. This performance reflected robust demand across end markets and effective capacity utilization.
3. Q1 2026 Outlook
Management projects fiscal Q1 2026 revenue between $2.22 billion and $2.24 billion, alongside adjusted EBITDA of $680 million to $690 million. The guidance anticipates sustained momentum in aerospace end markets entering the new year.
4. Business Overview
Howmet manufactures advanced engineered components including jet-engine airfoils, rings, disks, aerospace fasteners, titanium structures and forged aluminum wheels for heavy trucks. Its products aim to enhance fuel efficiency and performance in aerospace, defense and transportation applications.