Howmet Aerospace expands margins and lifts 2025 EBITDA outlook

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Howmet Aerospace reported margin expansion in its latest quarter despite rising material costs, driven by strong pricing power. Management also raised its 2025 EBITDA guidance, signaling continued confidence in profitability momentum.

1. Margin Expansion and Upgraded 2025 EBITDA Guidance

Howmet Aerospace reported a fourth-quarter operating margin expansion of 140 basis points to 18.2%, driven by a 6% year-over-year increase in average selling prices across its jet engine components and airframe structural businesses. Despite a 4.5% rise in raw‐material and energy costs, the company achieved 120 basis points of cost productivity improvements through lean manufacturing initiatives and a 20% increase in aftermarket revenues. Management raised 2025 consolidated EBITDA guidance to a range of $1.95–$2.05 billion, up from a previous outlook of $1.85–$1.95 billion, reflecting continued strength in pricing and volume growth in both aerospace and transportation end markets.

2. Upcoming Fourth-Quarter and Full-Year 2025 Results Webcast

Howmet Aerospace will host its fourth-quarter and full-year 2025 results webcast on Thursday, February 12, 2026. The company will release its press materials at 7:00 AM ET on the Investors section of howmet.com, followed by a live conference call at 10:00 AM ET hosted by Executive Chairman and CEO John Plant and CFO Patrick Winterlich. Investors can dial into a U.S. toll-free number or register in advance online; a replay will remain available through February 26, 2026 via webcast and telephone with access code 3861988. The webcast will feature slide decks covering segment performance, cash flow projections, and capital allocation priorities.

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