Howmet Aerospace: Upgrade To Buy As Earnings Power Is A Lot Stronger Than I Thought
Howmet Aerospace has been upgraded to a Buy rating due to its strengthening earnings power and growth momentum. In the first quarter of 2026, the company reported significant year-over-year increases in revenue, adjusted EBITDA, and adjusted EPS. The growth is attributed to a larger share of high-margin commercial aero spares and accelerating demand in the industrial gas turbine sector.
- ▪Howmet Aerospace's revenue increased by 19% year-over-year in Q1 2026.
- ▪Adjusted EBITDA rose by 32% year-over-year, while adjusted EPS grew by 42%.
- ▪The company's commercial aero spares now represent a larger, higher-margin revenue share.
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