NYSE · Industrials

HOWMET AEROSPACE INC HWM

Howmet Aerospace Inc. provides advanced engineered solutions for the aerospace and transportation industries in the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, China, and internationally. It operates through four segments: Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels.

Metal Fabrications

Company profile

Business mix

  • It operates through four segments: Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels.
  • The Engine Products segment offers airfoils and seamless rolled rings primarily for aircraft engines and industrial gas turbines; and rotating and structural parts.
  • The Fastening Systems segment produces aerospace fastening systems, as well as commercial transportation, industrial, and other fasteners; and latches, bearings, fluid fittings, and installation tools.
  • The Engineered Structures segment provides titanium ingots and mill products, aluminum and nickel forgings, and machined components and assemblies for aerospace and defense applications.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 58.47 FCF 1.64% Buyback 0.92%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.2% $50.0M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $4.2M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +9.1% +18,127 / 198,942
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 3.4% 13F value change +$12.5M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 2.7% 13F value change +$3.1M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 4.0% 13F value change +$3.6M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -1.2% 13F value change +$5.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 198,942 Last 4 periods +18,127 (+9.1%) Total shares 217,069 Value $50.0M

Recent mentions

No public mentions.