BN · rank #15 · 2026-10-20
HWM
NYSE · $87.75B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.13 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +14.1% |
| Forward net margin Consensus forward net margin. | +21.9% |
| Net margin TTM Trailing twelve month net margin. | +20.5% |
| Margin expansion Forward minus trailing net margin (percentage points). | +1.4% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 0.80 |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 2.52× |
| Analyst upside Spread between the consensus 12m target and the current price. | +47.5% |
| Last EPS surprise Most recent reported EPS versus consensus. | +8% |
| Market cap (USD) | $87.75B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Howmet Aerospace Inc. manufactures mission-critical engine components, aerospace fasteners, airframe structures, and forged aluminum wheels for commercial aerospace, defense, and industrial gas-turbine markets.
Rationale
Howmet acts as a core aerospace bottleneck solver via proprietary, highly engineered engine parts and fasteners protected by ~1,200 patents, translating strong backlog visibility into 24% YoY revenue growth and expanded 32.1% EBITDA margins.
Material risks
- 1Failure of active missile demand discussions to convert into formal binding orders, compounded by capacity constraints and program competition at its Virginia manufacturing facility.
- 2Aircraft OEM production delays or supplier chain bottlenecks disrupting commercial engine-spares and fastener delivery ramps.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.