NYSE$HWM

Howmet Aerospace Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Howmet Aerospace reported record quarterly revenue and operating income, driven by strong growth in the commercial aerospace market, and raised full year 2024 guidance.

Howmet Aerospace reported record second quarter 2024 revenue of $1.88 billion, up 14% year over year. Net income was $266 million, or $0.65 per share. Operating income was $398 million, up 40% year over year. The company raised full year 2024 guidance for all metrics.

  • Record quarterly revenue, up 14% year over year, driven by growth in the commercial aerospace market of 27%.
  • Operating income increased by 40% year over year.
  • Free cash flow was $342 million in the second quarter 2024.
  • Common stock repurchase authorization increased by $2 billion to $2.487 billion.

Headline financials

Total Revenue

$1.88B

Previous: $1.65B+14.1%
EPS (adj)

$0.67

Previous: $0.44+52.3%
Adjusted EBITDA

$483M

No prior period
Adjusted EBITDA Margin

25.7%

No prior period
Capital Expenditures

-$137M

Previous: -$41M-234.1%
Free Cash Flow

$129M

Previous: $152M-15.1%
Net Income

$266M

Previous: $193M+37.8%
Operating Income

$398M

Previous: $285M+39.6%
Gross Profit

-$1.29B

Previous: -$1.2B-7.6%

Revenue & EPS history

Howmet Aerospace · Revenue · Quarterly

$1.88B

Q2 2024+14.1%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Howmet Aerospace · $1.66B total across 4 segments · Q3 2023

  • Engine Products
    $798M+16.8%
  • Fastening Systems
    $348M+19.6%
  • Forged Wheels
    $285M+7.1%
  • Engineered Structures
    $227M+17.6%

Forward guidance

Full year 2024 guidance raised for all metrics above second quarter 2024 beat.

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 2024

Historical avgQ2 2024

+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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