Howmet Aerospace Inc.: EPS $1.46 vs $1.37 expected; revenue $2.70B vs $2.59B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 1.46 | 1.37 | +6.6% | 0.95 |
| Revenue (USD bn) | 2.70 | 2.59 | +4.3% | 2.09 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 29, 2026 | Q3 FY2026 | 1.46 | 1.370 | +6.6% | 2.70 | 2.59 | +4.3% |
| Aug 6, 2026 | Q2 FY2026 | 1.33 | 1.240 | +7.3% | 2.55 | 2.43 | +4.9% |
| May 7, 2026 | Q1 FY2026 | 1.22 | 1.110 | +9.9% | 2.31 | 2.24 | +3.3% |
| Feb 12, 2026 | Q4 FY2025 | 1.05 | 0.965 | +8.8% | 2.17 | 2.12 | +2.1% |
| Oct 30, 2025 | Q3 FY2025 | 0.95 | 0.910 | +4.4% | 2.09 | 2.04 | +2.3% |
| Jul 31, 2025 | Q2 FY2025 | 0.91 | 0.872 | +4.4% | 2.05 | 2.01 | +2.3% |
| May 1, 2025 | Q1 FY2025 | 0.86 | 0.776 | +10.8% | 1.94 | 1.94 | 0.0% |
| Feb 13, 2025 | Q4 FY2024 | 0.74 | 0.710 | +4.2% | 1.89 | 1.88 | +0.6% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Howmet Aerospace Inc. results: EPS $1.46 vs $1.37 expected; revenue $2.70B vs $2.59B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 6.6%; revenue above the estimate by 4.3%.
Revenue was up 29.4% from $2.09 billion a year earlier (Q3 FY2025). EPS was up 53.7% from $0.95 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Howmet Aerospace’s business centers on specialized engineered components for aerospace and transportation, linking demand for its products to manufacturing activity in engines, aircraft structures, and commercial transportation equipment. This industrial profile makes customers’ component requirements central to understanding the business alongside activity in the aerospace market.
The company’s operations encompass engine and industrial gas turbine components, fastening systems, metal products and structural parts for aerospace and defense, and forged aluminum wheels for commercial transportation. These varied applications make shifts in demand across the businesses important to understanding performance, although the supplied information does not identify each business’s contribution to the results.
What to watch on the earnings call: The earnings call merits attention for management’s comments on demand for engine components, fastening systems, and structural parts, and how that differs from demand tied to commercial transportation. Other useful discussion points include the company’s ability to meet customer requirements and the effects of product mix, manufacturing costs, and spending on margins.
For the full analysis of Howmet Aerospace Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.