财务业绩 - 第二季度营收达18.8亿美元，同比增长14%[9] - 调整后EBITDA达4.83亿美元，同比增长31%，调整后EBITDA利润率为25.7%[11] - 调整后每股收益为0.67美元，同比增长52%[11] - 2024年收入预测为74亿-74.8亿美元,调整后EBITDA为18.55亿-18.75亿美元,调整后每股收益为2.53美元-2.57美元[29] - 2024年上半年净收入为1,879百万美元，同比增长10.5%[50] - 2024年上半年经调整EBITDA为749百万美元，同比增长16.1%[50,56] - 第二季度销售收入为18.8亿美元，同比增长14.1%[38][39][42][43] - 第二季度调整后EBITDA为4.83亿美元，调整后EBITDA利润率为25.7%[82] - 第二季度调整后营业利润为3.98亿美元，调整后营业利润率为21.2%[79] - 第二季度自由现金流为3.42亿美元，上半年自由现金流为4.37亿美元[59] - 第二季度净利润为2.66亿美元，扣除特殊项目后净利润为2.76亿美元[62][65] - 第二季度每股摊薄收益为0.65美元，扣除特殊项目后每股摊薄收益为0.67美元[63][65] 业务表现 - 发动机产品部门营收同比增长14%至9.33亿美元，调整后EBITDA利润率达31.3%[16,17] - 紧固系统部门营收同比增长20%至3.94亿美元，调整后EBITDA利润率达25.6%[18,19] - 工程结构部门营收同比增长38%至2.75亿美元，调整后EBITDA利润率达14.5%[20,21] - 2024年第二季度发动机产品部门收入为933百万美元，同比增长13.6%[51] - 2024年第二季度紧固件系统部门收入为394百万美元，同比增长19.8%[52] - 2024年第二季度结构件部门收入为275百万美元，同比增长37.5%[53] - 2024年第二季度锻造轮毂部门收入为278百万美元，同比下降6.7%[54] - 2024年第二季度公司整体营业利润率为31.3%，同比提升4.1个百分点[51] 股东回报 - 第三季度普通股股息提高60%至每股0.08美元，2025年股息政策为净利润的15%±5%[8] - 公司增加20亿美元的股票回购计划，总额达24.87亿美元[8] - 董事会批准增加2亿美元的股票回购计划,总授权额度达到24.87亿美元[26] - 董事会批准2025年股息政策,派息率为净利润的15%±5%[28] 其他 - 全年2024年指引上调，所有指标均超出第二季度实际表现[5] - 2024年第二季度资本支出为57百万美元，同比增加19.1%[51-54] - 2024年上半年资本支出为137百万美元，同比增加30.5%[50] - 2024年上半年公司偿还债务23百万美元，同时回购普通股210百万美元[50] - 公司在本季度进行了重组和其他费用支出3百万美元[88] - 公司获得了火灾赔付收益4百万美元[88] - 公司发生了与集体谈判相关的费用7百万美元[88] - 公司发生了与关闭、供应链中断和其他事项相关的费用10百万美元[88]

Analysts and investors alike will be keeping a close eye on the performance of Howmet in its upcoming earnings disclosure. The company's earnings report is set to go public on July 30, 2024. The company's upcoming EPS is projected at $0.60, signifying a 36.36% increase compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $1.84 billion, up 11.51% from the year-ago period. Our research suggests that these changes in estimates have a direct r ...

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower. Zacks Consensus Estimate Revenues are expected to be $1.84 billion, up 11.5% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.63% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassess ...

Babcock International Group PLC has a Zacks Rank of #2 (Buy), while Howmet has a Zacks Rank of #3 (Hold) right now. This means that BCKIY's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. But this is only part of the picture for value investors. BCKIY currently has a forward P/E ratio of 12.81, while HWM has a forward P/E of 33. We also note that BCKIY has a PEG ratio of 0.29. This figure is similar to the commonly-used P ...

Shares of the maker of engineered products for the aerospace and other industries have appreciated by 0.37% over the course of the past month, underperforming the Construction sector's gain of 0.98% and the S&P 500's gain of 3.78%. Investors should also note any recent changes to analyst estimates for Howmet. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the company's business operations an ...

Investors with an interest in Engineering - R and D Services stocks have likely encountered both Babcock International Group PLC (BCKIY) and Howmet (HWM) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. Babcock International Group PLC has a Zacks Rank of #2 (Buy), while Howmet has a Zacks Rank of #3 (Hold) right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should ...

An expanding defense budget is a growth catalyst for Howmet. While the commercial aerospace market has been the company's major driver, the industry's defense side has also been witnessing positive momentum, cushioned by steady government support. HWM's measures to reward its shareholders through dividend payments are noteworthy. In the first three months of 2024, Howmet paid out dividends worth $21 million and repurchased shares for $150 million. In September 2023, the company hiked its dividend by 25% to ...

Investors interested in Engineering - R and D Services stocks are likely familiar with Babcock International Group PLC (BCKIY) and Howmet (HWM) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisio ...

In the latest trading session, Howmet (HWM) closed at $78.63, marking a -1.88% move from the previous day. The stock's change was less than the S&P 500's daily loss of 0.31%. On the other hand, the Dow registered a gain of 0.67%, and the technology-centric Nasdaq decreased by 1.09%. Market participants will be closely following the financial results of Howmet in its upcoming release. On that day, Howmet is projected to report earnings of $0.60 per share, which would represent year-over-year growth of 36.36% ...

Howmet (HWM) could be a solid addition to your portfolio given its recent upgrade 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. Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in ...