Howmet Aerospace Inc. provides advanced engineered solutions for the aerospace and transportation industries in the United States, Japan, France, Germany, the U…
$205.76+2.49%
报价 2026-11-06
市值
$81.82B
EV
$85.76B
PE (TTM)
40.1x
预期 PE (FY2026)
37.5x
52 周区间距高点 -29.7%
$185.91$292.65
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.2x | 5.06 → 6.65（1.3x） | 30.9 |
| FY+32028-12 | 1.3x | 5.06 → 7.90（1.6x） | 26.0 |
毛利率 37% · TTM 收入 $9731M · 基数 EPS 5.06（调整后）
电话会信号
辅助标签Q3 20262026-10-29
扩产需求加速AI 词频高积压订单词频高上调指引供不应求
指引 上调
信心 5
分析师 4
“Initial 2027 growth outlook of 12% plus or minus half a percent, resulting in revenues of approximately $11.5 billion.”
原文引用（4）
- 扩产：We've invested this year, we're going to invest again at a higher level in 2027.
- 需求加速：growth accelerated in the third quarter from the 30%+ revenue increases in the first and second quarters to a 45% level
- 上调指引：the new guide has been raised from the prior outlook
- 供不应求：the new capacity currently being installed is totally sold out
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| HWMHowmet Aerospace Inc. | $81.82B | +2.5% | +25.5% | 37.1% | 40.1x | 28.5x | 42.4x | |
| PHParker-Hannifin Corporation | $115.74B | +2.9% | +7.2% | 37.3% | 32.3x | 22.6x | 34.7x | |
| MMM3M Company | $95.67B | -1.4% | +5.0% | 41.3% | 31.8x | 18.8x | 23.3x | |
| WMWaste Management, Inc. | $93.95B | -2.1% | +4.9% | 18.7% | 33.9x | 15.7x | 33.3x | |
| EMREmerson Electric Co. | $90.56B | -0.2% | +5.4% | 51.7% | 31.5x | 17.1x | 35.1x | |
| JCIJohnson Controls International plc | $81.79B | +2.7% | – | 36.5% | 24.8x | 26.9x | – | |
| UPSUnited Parcel Service, Inc. | $81.15B | -2.5% | +2.0% | 21.5% | 14.9x | 9.1x | 17.0x | |
| ITWIllinois Tool Works Inc. | $79.85B | -1.6% | +3.6% | 44% | 24.9x | 18.0x | 29.7x | |
| NOCNorthrop Grumman Corporation | $74.59B | -0.0% | +5.1% | 19.8% | 23.2x | 15.5x | 22.7x | |
| 同行中位数 | – | – | +5.0% | 36.9% | 28.2x | 17.5x | 29.7x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.7B | $2.55B | $2.31B | $2.17B | $2.09B | $2.05B | $1.94B | $1.89B |
| Gross Margin | 37.1% | 37.3% | 36.9% | 34.9% | 31.2% | 30.2% | 30% | 28.6% |
| Operating Margin | 28.7% | 27.9% | 32.6% | 26.6% | 25.9% | 25.4% | 25.2% | 24.2% |
| Net Income | $567M | $534M | $580M | $372M | $385M | $407M | $344M | $314M |
| Diluted EPS | 1.42 | 1.33 | 1.44 | 0.92 | 0.95 | 1 | 0.84 | 0.77 |
| Operating Cash Flow | $709M | $583M | $453M | $654M | $531M | $446M | $253M | $480M |
研究材料
Filing 摘要
电话会纪要摘要
暂无纪要摘要。