Howmet Aerospace Inc. (HWM) Earnings Call Transcripts

Howmet Aerospace Inc.'s Latest Earnings Call - September 9, 2026

In the Q2 2026 earnings call, Howmet Aerospace Inc. (HWM:US) reported revenues of $10.5 billion, exceeding expectations and reflecting a robust 12% year-over-year growth. Earnings per share (EPS) came in at $1.25, beating estimates by $0.10. Management maintained its guidance for fiscal year 2026, anticipating continued strong demand across aerospace and industrial gas turbine markets, with a focus on capacity expansion and technological advancements. The outlook suggests potential for sustained revenue growth driven by long-term contracts and increased market share.

Reported metrics

Guidance from management

Management maintained its revenue guidance for fiscal year 2026, anticipating continued strong demand across key markets. They expect to update revenue projections in future calls, hinting at potential for further growth.

What management said

Are you talking about me personally or the company or what I mean -- I don't know. You just in the [indiscernible] you with all the opportunity you have to consider. I'm inviting you to get more specific.

I was rather shocked at 1 of your suggestions. So I decided that you really had lost it in your positioning, that -- but then that's me in the way I think about you Sheila. She who steals parts from us. So my assumption is you're referring to like some recent announcement, SpaceX and that was a topic like a week or so ago...

What analysts pressed on

Analysts raised concerns about capacity limits and the ability to meet increasing demand, with one noting, "How do you think about your level of support to the commercial OEMs and IGT OEMs over the next several years?" There is apprehension regarding the sustainability of growth amid significant capital expenditures.

Main topics on the call

• Revenue Growth — Howmet reported revenues of $10.5 billion for Q2 2026, which is a 12% increase year-over-year. Management noted, "Our market share is significant, and that market share has been growing and indeed is growing."
• Capacity Expansion — Management highlighted the need for increased capacity to meet demand, stating, "The biggest issue we have today now is really not only facilitizing for the capital that we have been deployed, but what we going to contin...
• Technological Advancements — The company is focusing on advanced turbine technologies, with management stating, "We provide not that pathway of technological evolution, which is rather unique in what we do." This positions Howmet favorably in the ev...
• Long-term Contracts — Howmet has secured long-term agreements with major turbine manufacturers, ensuring revenue stability. Management mentioned, "We have concluded agreements with all of the big turbine manufacturers," indicating a solid fou...

Read the full Howmet Aerospace Inc. transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 58 Howmet Aerospace Inc. earnings call transcripts on record, spanning January 27, 2020 to September 9, 2026. Based on this history, Howmet Aerospace Inc. reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HWM

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Aerospace and Defense

Calls on record

58

First call

January 27, 2020

Most recent

September 9, 2026

Reporting cadence

quarterly