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 ...

Howmet (HWM) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. The power of ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momen ...

Investors interested in Construction stocks should always be looking to find the best-performing companies in the group. Howmet (HWM) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Construction peers, we might be able to answer that question. Howmet is one of 91 companies in the Construction group. The Construction group currently sits at #4 ...