HWM Earnings
Thursday, Apr 30 2026
EPS Estimate
$1.11
$1.09 – $1.12
Revenue Estimate
$2.2B
Current Price
$247.72
Our Position
bullishCramer says HWM hits sweet spot in aerospace bull
structured data
est. revisions stable
(-0.2pp / 30d)
Cramer's bullish call validates Howmet's structural advantage: diversified exposure across commercial and defense protects against single-cycle downturns. With defense surging 20% and commercial sustained at 13% quarterly growth, the company has fewer macro headwinds than peers locked into one segment.
Watch: March 10 technology presentation could detail product roadmap or capacity expansion; watch for any forward 2026 guidance revisions on defense momentum.
Data Signal Summary
0 bullish
3 bearish
Insider selling cluster
Put/call 17.8 (bearish skew)
Price downtrend
Key Context
Insider Activity
mixed
Price Trend
downtrend
From 52w High
-4.0%
P/E Ratio
66.7
Est. Revisions (30d)
+0.0% 3up/1dn
Analyst Target (mean)
$279 $215–$315 +12%
Options P/C Ratio
17.84
Est. Dispersion
4% 18 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Renaissance, Bridgewater, Two Sigma
Recent Activity
insider trades
77 transactions
Award
·
CANTIE JOSEPH S. (Director)
·155 shares
·$36,065
Sell
·
SHULTZ BARBARA LOU (Officer)
·1,000 shares
·$260,005
Sell
·
MARCHUK NEIL EDWARD (Officer)
·45,150 shares
·$11,364,427
Award
·
SHULTZ BARBARA LOU (Officer)
·446 shares
Award
·
CHANATRY MICHAEL NIEM (Officer)
·2,693 shares
72 more
Award
·
PLANT JOHN C
·22,333 shr
Award
·
MARCHUK NEIL EDWARD
·3,881 shr
Award
·
WINTERLICH PATRICK J
·3,168 shr
Award
·
SHULTZ BARBARA LOU
·4,076 shr
Award
·
CHANATRY MICHAEL NIEM
·16,764 shr
Award
·
MARCHUK NEIL EDWARD
·50,292 shr
Award
·
MILLER JODY G
·158 shr
·$33,641
Award
·
CANTIE JOSEPH S.
·158 shr
·$33,641
Award
·
LEDUC ROBERT F.
·28 shr
·$5,962
Award
·
MILLER JODY G
·176 shr
·$33,630
Award
·
CANTIE JOSEPH S.
·176 shr
·$33,630
Award
·
LEDUC ROBERT F.
·31 shr
·$5,923
Sell
·
LIN LOLA FELICE
·13,102 shr
·$2,365,073
Award
·
MILLER JODY G
·191 shr
·$33,606
Award
·
CANTIE JOSEPH S.
·191 shr
·$33,606
Award
·
LEDUC ROBERT F.
·34 shr
·$5,982
Award
·
PLANT JOHN C
·255,363 shr
Award
·
SCHMIDT ULRICH R
·1,030 shr
Award
·
ALBAUGH JAMES F
·1,030 shr
Award
·
MILLER JODY G
·1,030 shr
Award
·
CANTIE JOSEPH S.
·1,030 shr
Award
·
LEDUC ROBERT F.
·1,030 shr
Award
·
ALVING AMY E
·1,030 shr
Award
·
BARNER SHARON R.
·1,030 shr
Award
·
SMITH GUNNER
·1,030 shr
Sell
·
PLANT JOHN C
·800,000 shr
·$125,570,480
Sell
·
MARCHUK NEIL EDWARD
·30,000 shr
·$4,756,017
Sell
·
SHULTZ BARBARA LOU
·1,250 shr
·$193,962
Award
·
MILLER JODY G
·252 shr
·$33,743
Award
·
CANTIE JOSEPH S.
·252 shr
·$33,743
Award
·
LEDUC ROBERT F.
·44 shr
·$5,892
Award
·
LEDUC ROBERT F.
·89 shr
·$11,917
Award
·
SHULTZ BARBARA LOU
·824 shr
Award
·
LIN LOLA FELICE
·4,039 shr
Sell
·
LIN LOLA FELICE
·6,620 shr
·$902,886
Award
·
CHANATRY MICHAEL NIEM
·3,805 shr
Award
·
PLANT JOHN C
·41,268 shr
Award
·
MARCHUK NEIL EDWARD
·6,439 shr
Award
·
GIACOBBE KENNETH J
·5,854 shr
Award
·
SHULTZ BARBARA LOU
·3,372 shr
Award
·
LIN LOLA FELICE
·35,591 shr
Award
·
CHANATRY MICHAEL NIEM
·17,796 shr
Award
·
MARCHUK NEIL EDWARD
·55,005 shr
Award
·
GIACOBBE KENNETH J
·51,769 shr
Award
·
CANTIE JOSEPH S.
·299 shr
·$33,715
Award
·
LEDUC ROBERT F.
·99 shr
·$11,163
Award
·
MARCHUK NEIL EDWARD
·40,000 shr
Award
·
CANTIE JOSEPH S.
·333 shr
·$33,730
Award
·
LEDUC ROBERT F.
·111 shr
·$11,243
Other
·
CHANATRY MICHAEL NIEM
·53,401 shr
Sell
·
MARCHUK NEIL EDWARD
·70,637 shr
·$6,847,749
Sell
·
GIACOBBE KENNETH J
·154,909 shr
·$14,960,414
Award
·
CANTIE JOSEPH S.
·404 shr
·$31,540
Award
·
LEDUC ROBERT F.
·165 shr
·$12,882
Other
·
SCHMIDT ULRICH R
·5,333 shr
Sell
·
MARCHUK NEIL EDWARD
·32,614 shr
·$2,748,124
Award
·
SCHMIDT ULRICH R
·1,889 shr
Award
·
ALBAUGH JAMES F
·1,889 shr
Award
·
MILLER JODY G
·1,889 shr
Award
·
CANTIE JOSEPH S.
·1,889 shr
Award
·
LEDUC ROBERT F.
·1,889 shr
Award
·
MILLER DAVID J
·1,889 shr
Award
·
ALVING AMY E
·1,889 shr
Award
·
BARNER SHARON R.
·1,889 shr
Award
·
SMITH GUNNER
·1,889 shr
Award
·
SHULTZ BARBARA LOU
·3,052 shr
Award
·
LIN LOLA FELICE
·32,381 shr
Award
·
CHANATRY MICHAEL NIEM
·15,375 shr
Award
·
MARCHUK NEIL EDWARD
·54,173 shr
Award
·
GIACOBBE KENNETH J
·48,318 shr
Award
·
CHANATRY MICHAEL NIEM
·25,000 shr
Award
·
ARENA JONATHAN A
·3,544 shr
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