Latest Earnings Results: Q3 '26
Estimated EPS
$1.37
Reported EPS
$1.46
Surprise
+6.63%
Estimated Rev
$2.59B
Reported Rev
$2.7B
Surprise
+4.34%
• Reported GAAP EPS of $1.46 up 53.68% YoY • Reported revenue of $2.7B up 29.39% YoY • Howmet Aerospace increased FY 2026 guidance to revenue of $10.3B and Adjusted EPS of $5.50; FY 2027 revenue guidance is approximately $11.5B, representing approximately 12% growth from increased 2026 guidance.
Bullish Takeaway
Howmet Aerospace delivered 25% organic revenue growth and 45% gas turbines revenue growth with increased market share, cited an aircraft order backlog supporting production increases, and generated $562M free cash flow.
Bearish Takeaway
Howmet Aerospace recorded margin declines at Fastening Systems and Forged Wheels, lower Engineered Structures revenue, and disclosed risks involving production commitments, customer losses, supply disruptions, and disruptive technologies.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $1.44 | -- | -- | N/A |
Q3 '26 | $1.37 | $1.46 | 6.63% | BEAT |
Q2 '26 | $1.24 | $1.33 | 6.84% | BEAT |
Q1 '26 | $1.11 | $1.22 | 10.25% | BEAT |
Q4 '25 | $0.97 | $1.05 | 8.65% | BEAT |