Howmet Aerospace Inc.
HWM
Jodie read · what matters now
Revenue increased 19.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to HWM, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-07 against the comparable filing from 2025-05-01.
What improved
- Revenue increased 19.1% versus the comparable filing period.
- Operating margin improved 7.1 percentage points.
- Net income increased 68.6% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Forged Wheels First quarter ended March 31, 2026 2025 Third-party sales $ 295 $ 252 Segment Adjusted EBITDA 90 68 Segment Adjusted EBITDA Margin 30.5 % 27.0 % Third-party sales for the Forged Wheels segment increased $43, or 17%, in the first quarter of 2026 compared to the first quarter of 2025 primarily due to an increase in aluminum and other inflationary cost pass through and favorable foreign currency exchange rates, partially offset by lower volumes in the commercial transportation market.”
“The increase of $371, or 19%, in the first quarter of 2026 was primarily due to growth in the commercial aerospace, defense aerospace, and gas turbines markets, including engine spares, favorable product pricing, and cost pass through, partially offset by lower volumes in the commercial transportation market.”
“Engine Products First quarter ended March 31, 2026 2025 Third-party sales $ 1,253 $ 974 Segment Adjusted EBITDA 458 318 Segment Adjusted EBITDA Margin 36.6 % 32.6 % Third-party sales for the Engine Products segment increased $279, or 29%, in the first quarter of 2026 compared to the first quarter of 2025, primarily due to growth in the commercial aerospace, defense aerospace, and gas turbines markets, including engine spares growth.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind HWM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 4 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
HWM is currently a Leader in the organic co-movement group Aerospace Fastening Systems. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for HWM; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.