Key Takeaways HWM posted Q2 EPS of $0.91 on $2.05B revenues, up 36% and 9% year over year, beating the consensus estimate.Engine Products revenues jumped 13%, while EBITDA margin rose 300 bps to 28.7% on broad aerospace demand.HWM raised full-year revenue and EPS guidance, with free cash flow now projected up to $1.275B.Howmet Aerospace Inc.’s (HWM) second-quarter 2025 adjusted earnings of 91 cents per share beat the Zacks Consensus Estimate of 87 cents. The bottom line surged 36% year over year.Total reven ...

Howmet Aerospace (HWM) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Company ParticipantsPaul Luther - VP - FP&A and IRJohn Plant - Chairman & CEOKen Giacobbe - EVP & CFOMyles Walton - Managing DirectorSheila Kahyaoglu - Aerospace, Defense & Airlines Equity ResearchSeth Seifman - Executive DirectorDavid Strauss - MD, Equity Research - Aerospace & DefenseDouglas Harned - Managing DirectorRobert Stallard - Partner - Global Aerospace & DefenseKen Herbert - Managing DirectorScott Deuschle - Director - Aerospa ...

Howmet Aerospace (HWM) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Speaker0After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then 1 on your telephone keypad. To withdraw your question, please press star, then 2.Please note this event is being recorded. I would now like to turn the conference over to Paul Luther, Vice President, Investor Relations. Please go ahead.Speaker1Thank you, Megan. Good morning, and welcome to the Hamed Aerospace sec ...

业绩总结 - 2025年第二季度总收入为20.53亿美元，同比增长9%[7] - 2025年第二季度调整后EBITDA为5.89亿美元，同比增长22%[7] - 2025年第二季度调整后每股收益为0.91美元，同比增长36%[7] - 2025年第二季度净收入为4.07亿美元，稀释每股收益为1.00美元[37] - 2025财年预计收入为80.80亿美元至81.80亿美元，同比增长约9%[29] - 2025财年预计调整后的EBITDA为23.00亿美元至23.40亿美元，同比增长约21%[29] - 2025财年调整后的每股收益预计为3.56美元至3.64美元，同比增长约34%[29] 用户数据 - 2025年第二季度商业航空收入同比增长8%[15] - 2025年第二季度国防航空收入同比增长21%[15] - 2025年第二季度第三方收入中，国防航空占65%，商业航空占31%[26] 财务健康 - 2025年第二季度自由现金流创纪录为3.44亿美元[10] - 2025年第二季度净债务与过去12个月EBITDA比率降至1.3倍，创历史新低[10] - 2025年第二季度现金余额为5.46亿美元[30] - 2025年第二季度的资本支出为1.02亿美元[49] - 2025年第二季度的利息支出为3,800万美元[51] 未来展望 - 2025年第二季度调整后的EBITDA利润率为28.7%，同比提高300个基点[7] - 2025年第二季度的运营收入为5.21亿美元，运营收入率为25.4%[48] 股东回报 - 2025年第二季度支付股息4100万美元，季度股息提高20%至每股0.12美元[10] 其他信息 - 2025年第二季度铸造轮收入同比下降1%，调整后的EBITDA利润率为27.5%[27] - 2024财年公司的总调整后EBITDA为2,009百万美元，调整后EBITDA利润率为27.0%[44]

Proven to perform anywhere. Second Quarter 2025 Earnings July 31, 2025 ATI Proprietary and Confidential ©2025 ATI. All rights reserved. 1 Forward Looking Statements This presentation contains forward-looking statements. Actual results may differ materially from results anticipated in the forward-looking statements due to various known and unknown risks, many of which we are unable to predict or control. These and additional risk factors are described from time to time in the Company's filings with the Secur ...

公司与波音的合作协议 - 公司宣布与波音公司延长并扩大长期钛产品供应协议，巩固其作为航空航天高性能钛材料顶级供应商的地位 [1] - 协议涵盖波音所有商用飞机项目（窄体和宽体），并有机会进一步扩展，同时公司还将为波音第三方子公司提供服务 [2] - 公司CEO表示，协议强化了公司在钛材料领域的领导地位，特别是在高强度钛合金和板材产品等战略重点领域 [3] 协议内容与供应细节 - 公司将提供全面的高性能钛材料组合，包括长材（如铸锭、坯料、矩形材和棒材）和扁平轧制产品（如板材、薄板和卷材） [3] - 协议涉及公司位于南卡罗来纳州Pageland新工厂的钛合金板材，并整合了其特种材料和特种轧制产品业务的优势 [4] - 公司的材料和组件几乎应用于当前所有商用飞机平台 [4] 公司业务与市场定位 - 公司是全球航空航天和国防市场高性能材料和解决方案的领先供应商，业务还涵盖电子、医疗和特种能源等关键领域 [5] - 公司通过材料科学解决复杂挑战，提供创新解决方案，帮助客户产品实现更高性能、更长寿命和更强耐用性 [5] - 公司的专有工艺技术、独特客户合作关系以及对创新的承诺，使其能够应对当前和未来更具挑战性的环境需求 [5]

Park Aerospace Corp. (PKE) has received an upgraded rating from “Neutral” to “Outperform,” a bullish signal reflecting increasing investor confidence in the company’s future prospects. Backed by improving margins, strategic partnerships and strong capital discipline, this upgrade follows a positive shift in Park’s operational and financial metrics for Q1 FY2026. However, potential headwinds continue to warrant investor attention.Bullish Catalysts Behind the UpgradeSignificant Margin Improvement and Strong E ...

Second Quarter 2025 Earnings Review Kelly Ortberg President and Chief Executive Officer Brian West Executive Vice President and Chief Financial Officer July 29, 2025 Copyright © 2025 Boeing. All rights reserved. Caution Concerning Forward-Looking Statements Certain statements made today constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "will," "should," "expects," "intends," "projects," "plans," "believes," "estimates," " ...

欧美关税协议 - 欧盟与美国达成关税协议 航空航天行业获得关税豁免 对跨大西洋制造商有利 [2] - 达索航空CEO表示该豁免对行业具有积极影响 [2] 达索航空公司概况 - 公司百年历史中已交付超过10,000架军用和民用飞机 包括2,700架猎鹰系列 [2] - 业务覆盖90多个国家 涵盖设计、生产、销售及售后支持全产业链 [2] - 产品线包括阵风战斗机、猎鹰商务机系列、军用无人机及太空系统 [2] - 2024年营收达62亿欧元 员工总数14,600人 [2]

Woodward (WWD) Q3 2025 Earnings Call July 28, 2025 05:00 PM ET Company ParticipantsDaniel Provaznik - Director of Investor RelationsCharles Blankenship - CEO & ChairmanWilliam Lacey - EVP & CFODavid Strauss - MD, Equity Research - Aerospace & DefenseScott Deuschle - Director - Aerospace & Defense Equity ResearchScott Mikus - Vice President - Equity ResearchGavin Parsons - Director - Aerospace & Defense Equity ResearchLouis Raffetto - SVP - Equity ResearchMichael Ciarmoli - Managing Director - Aerospace & De ...