NYSE$HWM

Howmet Aerospace Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Howmet Aerospace's second quarter performance in 2023 was marked by revenue growth, driven by the commercial aerospace sector, and strong profit and cash generation.

Howmet Aerospace reported strong second quarter 2023 results, with revenue up 18% year over year to $1.65 billion, driven by a 23% increase in commercial aerospace. Net income was $193 million, or $0.46 per share, compared to $147 million, or $0.35 per share, in the second quarter 2022. The company increased full year 2023 guidance and expects to increase the common stock dividend in the fourth quarter of 2023.

  • Revenue increased by 18% year-over-year, reaching $1.65 billion, propelled by a 23% surge in commercial aerospace.
  • Net income was reported at $193 million, translating to $0.46 per share.
  • The company generated $188 million in free cash flow.
  • Howmet Aerospace repurchased $100 million of its common stock during the quarter.

Headline financials

Total Revenue

$1.65B

Previous: $1.39B+18.3%
EPS (adj)

$0.44

Previous: $0.35+25.7%
Capital Expenditures

-$41M

Previous: -$44M+6.8%
Free Cash Flow

$152M

Previous: $103M+47.6%
Net Income

$193M

Previous: $147M+31.3%
Operating Income

$285M

Previous: $241M+18.3%
Gross Profit

-$1.2B

Previous: -$987M-21.2%
Cash & Equivalents

$535M

Previous: $537M-0.4%
Total Assets

$10.2B

Previous: $10.1B+1.8%
Stock-Based Comp

$26M

Previous: $29M-10.3%

Revenue & EPS history

Howmet Aerospace · Revenue · Quarterly

$1.65B

Q2 2023+18.3%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Howmet Aerospace · $1.65B total across 4 segments · Q2 2023

  • Engine Products
    $821M+25.9%
  • Fastening Systems
    $329M+18.8%
  • Forged Wheels
    $298M+6.8%
  • Engineered Structures
    $200M+8.1%

Forward guidance

Howmet Aerospace increased its full year 2023 guidance for revenue, Adjusted EBITDA*, and Adjusted Earnings Per Share*.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+1.6%

Avg return

Earnings day

+3.0%

Avg return

5 days after

+5.9%

Avg return

30 days after

60%

43 / 72 earnings

Positive

+22.0%

Q3 2020

Best reaction

-21.2%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+6.3%+4.0%-1.7%
Q1 2026+2.8%+4.0%-1.7%
Q3 2025-0.8%+0.8%+0.5%
Q2 2025-6.4%-6.7%-9.4%
Q1 2025+6.8%+12.4%+22.6%
Q4 2024-0.0%+6.7%-1.2%
Q3 2024+8.9%+12.3%+15.8%
Q2 2024+15.5%+8.8%+17.0%
Q4 2023+7.7%+6.8%+11.3%
Q3 2023+7.3%+7.9%+18.3%
Q2 2023-6.0%-4.1%-3.3%
Q1 2023+0.9%-0.7%-1.3%
Q4 2022+5.7%+4.7%-1.5%
Q3 2022+0.9%-0.4%+4.1%
Q2 2022-0.5%+0.6%-5.9%
Q1 2022+8.0%+3.5%+9.3%
Q4 2021+2.8%+3.8%+7.1%
Q3 2021+9.8%+8.7%-4.5%
Q2 2021-4.1%-4.4%-4.9%
Q1 2021+3.8%+0.2%+8.8%
Q4 2020+4.7%+6.2%+16.3%
Q3 2020+22.0%+18.6%+35.0%
Q2 2020+5.5%+13.7%+10.1%
Q1 2020-3.8%+5.6%+30.0%
Q4 2019+8.1%+2.9%+9.4%
Q3 2019+2.3%+0.7%+5.9%
Q2 2019-3.3%+3.5%+6.1%
Q1 2019+3.7%+8.3%+6.3%
Q4 2018-1.1%-7.0%-1.7%
Q3 2018+5.8%+10.1%+11.0%
Q2 2018+2.6%+1.8%+5.8%
Q1 2018-21.2%-23.3%-19.3%
Q4 2017-13.2%-15.3%-15.4%
Q3 2017-10.5%-9.4%-12.6%
Q2 2017+2.8%-1.0%+1.4%
Q1 2017+5.4%+4.7%+4.3%
Q4 2016+12.4%+15.1%+26.8%
Q3 2016+6.0%+9.6%+25.2%
Q2 2016-2.0%
Q1 2016-2.0%
Q4 2015+9.7%
Q3 2015-3.5%
Q2 2015-2.6%
Q1 2015+0.3%
Q4 2014-0.4%
Q3 2014+2.7%
Q2 2014-2.9%
Q1 2014+4.5%
Q4 2013+0.9%
Q3 2013+0.1%
Q2 2013+0.2%
Q1 2013-1.5%
Q4 2012-2.5%
Q4 2011-2.5%
Q3 2012-0.6%
Q2 2012+5.4%
Q1 2012+1.5%
Q3 2011+4.7%
Q2 2011+2.1%
Q1 2011-1.0%
Q4 2010-1.8%
Q4 2009-1.8%
Q3 2010+0.8%
Q2 2010-4.8%
Q1 2009+2.9%
Q1 2010+2.1%
Q4 2007-0.5%
Q3 2008-5.4%
Q3 2009-5.4%
Q2 2009+8.0%
Q2 2008+8.0%
Q4 2008+8.0%

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