Investors might want to bet on Howmet (HWM) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. The power of a changing ...

The latest trading session saw Howmet (HWM) ending at $95.28, denoting a +1.11% adjustment from its last day's close. The stock outperformed the S&P 500, which registered a daily gain of 0.54%. Meanwhile, the Dow experienced a rise of 0.72%, and the technology-dominated Nasdaq saw an increase of 0.65%. Prior to today's trading, shares of the maker of engineered products for the aerospace and other industries had lost 1.41% over the past month. This has lagged the Construction sector's gain of 5.07% and the ...

会议主要讨论的核心内容 - 公司对2025年航空制造业产能的预期 [3][4][5] - 公司如何应对航空制造业产能波动和供应链挑战 [6][7][8][9][10] - 公司引擎业务的毛利率提升的原因 [13][14][15][16][17] - 公司与主要发动机制造商签订的新合同 [20][21][22][23][24][26] - 公司在发动机升级项目中的机会 [33][34][35] - 公司备件业务的发展情况 [40][41] - 公司紧固件业务的表现和前景 [42][43][44][45][46] - 公司结构件业务的情况和前景 [47][48][49][50] 问答环节重要的提问和回答 - 分析师对公司保守的产能预测表示认可 [2] - 分析师询问公司内部如何应对产能波动和供应链挑战 [6] - 分析师询问公司是否需要进行新的投资以支持2025年的产能 [11] - 分析师询问公司引擎业务毛利率大幅提升的原因 [13] - 分析师询问公司新签订的发动机合同的收益时间安排 [25] - 分析师询问公司在发动机升级项目中的具体机会 [33][38] - 分析师询问公司备件业务的发展情况 [40] - 分析师询问公司紧固件和结构件业务的前景 [42][47] - 分析师询问公司未来的资本配置策略 [52][53][54][55]

It has been about a month since the last earnings report for Howmet (HWM) . Shares have added about 0.9% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Howmet due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Howmet Q2 Earnings Beat Estimates, Revenues Increase ...

文章核心观点 - 公司在商业航空和国防市场保持强劲势头,推动业务表现 [3][4] - 公司拥有良好的流动性状况,有足够的现金满足短期债务 [5] - 公司通过派息和股票回购等方式回报股东 [6] - 公司股价近期表现出色,大幅跑赢行业 [7] - 公司未来盈利预期持续上调 [8] 行业分析 - 商业航空市场需求强劲,带动公司相关业务收入增长 [3] - 国防市场也保持良好态势,公司获得F-35等项目的订单 [4] 公司分析 - 公司专注于提升运营效率和抓住增长机会,以增强长期市场地位 [1] - 公司拥有良好的流动性,有能力偿还短期债务 [5] - 公司实施积极的股东回报政策,提升股东价值 [6] - 公司股价近期大涨,大幅跑赢行业 [7] - 公司未来盈利预期持续上调,显示业务前景向好 [8]

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Let's take a look at what these Wall Street heavyweights have to say about Howmet (HWM) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Howmet currently has an average brokerage recommendation (ABR) o ...

文章核心观点 - 公司2Q24财报表现强劲,收入同比增长14%,主要受益于商用航空市场的强劲表现[9] - 公司各业务板块中,发动机产品板块表现最为出色,收入同比增长14%,利润率也有大幅提升[11] - 公司整体毛利率和利润率均有大幅提升,调整后EBITDA同比增长31%,调整后每股收益增长52%[10] 根据相关目录分别进行总结 行业概况 - 国际民航组织数据显示,航空旅客需求仍然强劲,预计将持续支撑公司的业绩增长[7] - 虽然波音公司仍面临挑战,但公司对波音737机型的产量预期有所上调,反映了一定的乐观态度[8] 公司概况 - 公司主要业务包括商用航空、商用运输、国防航空和工业等四大领域,其中商用航空占比最大,达52%[5] - 公司主要业务板块包括发动机产品、紧固系统、工程结构和锻造轮毂,其中发动机产品是最大的收入来源,占比49%[6] 财务表现 - 公司2Q24收入同比增长14%,主要得益于商用航空和国防航空市场的强劲表现[9] - 公司各业务板块中,发动机产品板块表现最为出色,收入和利润率均有大幅提升[11] - 公司整体毛利率和利润率均有大幅提升,调整后EBITDA同比增长31%,调整后每股收益增长52%[10] 估值分析 - 公司的增长前景和盈利能力均优于同行业平均水平,估值溢价也有一定合理性[13] - 预计公司2025年每股收益为3.12美元,结合目标市盈率,2025年目标股价为104.46美元[13]

Thomas Barwick Investment overview I give a hold rating to Howmet Aerospace (NYSE:HWM). I am bullish on the fundamentals of the business, given the strong underlying secular tailwinds and the potential for enhanced capital returns. However, the stock is trading at a high valuation, which provides little margin of safety to investors today. Hence, I believe investors should wait for a better entry point. Business description HWM is in the business of providing engineered solutions for the aerospace and trans ...

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Howmet (HWM) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. The upward trend in estimate revisions for this maker of engineered products for the aerospace and other industries reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical ...