A Look At Howmet Aerospace (HWM) Valuation After Earnings Beat And Upgraded Guidance

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Howmet Aerospace (HWM) is back on investors’ radar after its latest earnings topped expectations and management lifted full year guidance, with commercial aerospace engine components and fasteners ...

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See our latest analysis for Howmet Aerospace. That upbeat earnings report and guidance upgrade came on top of a sharp 6.45% 1 day share price return, contributing to steady gains over the past quarter and a very large five year total shareholder return. If this earnings move has you thinking about other ways to gain exposure to industrial technology and infrastructure, it could be worth checking our list of 24 power grid technology and infrastructure stocks as a starting point for fresh ideas. With the shares already posting a very large 5 year total return and recently jumping again on upbeat guidance, the key question now is whether Howmet still trades at an attractive entry point or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 4.5% Undervalued Howmet’s most followed narrative puts fair value at about $233.70 per share, a touch above the latest close at $223.16, which sets up a tight valuation debate.  Major capacity expansions in high margin engine products and industrial gas turbines, backed by customer agreements, are set to ramp in 2026 to 2027; these projects should deliver significant revenue growth and incremental margin expansion as initial launch costs normalize.  Read the complete narrative. Curious what kind of revenue run rate, margin profile, and earnings power are baked into that fair value line? The narrative leans hard on compounding growth and richer profitability, all run through a discount rate just under 8%. If you want to see exactly how those moving parts stack together, the full story is worth a close read. Result: Fair Value of $233.70 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh the risk that heavy capital spending and reliance on a few large aerospace customers could pressure margins if demand or contract terms shift. Find out about the key risks to this Howmet Aerospace narrative. Another Angle On Valuation That 4.5% undervaluation story sits awkwardly beside the current P/E of 62x, which is far richer than both the US Aerospace & Defense average at 41.3x and the peer average at 32x, and also above the fair ratio of 38.8x. Is the market paying up for quality or just stretching the rubber band? To see how those earnings multiples stack up in more detail, including how they compare across the sector, See what the numbers say about this price — find out in our valuation breakdown. can give you a numbers first view before you decide what feels comfortable on risk and reward. NYSE:HWM P/E Ratio as at Feb 2026 Build Your Own Howmet Aerospace Narrative If you look at the numbers and come to a different conclusion, or simply want to test your own assumptions against the data, you can build a custom Howmet view in a few minutes with Do it your way. A great starting point for your Howmet Aerospace research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Ready For More Investment Ideas? If Howmet has sharpened your thinking, do not stop here. A few minutes with the right screeners could surface opportunities you will kick yourself for missing.  Target potential value opportunities by scanning our list of 53 high quality undervalued stocks that pair quality fundamentals with prices that may not fully reflect them. Prioritise resilience by reviewing 86 resilient stocks with low risk scores that score well on financial strength and historically lower risk profiles. Spot under followed names early by checking the screener containing 24 high quality undiscovered gems that combine solid metrics with relatively low market attention.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Howmet Aerospace might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}