CluenexHowmet Aerospace HWM
Howmet Aerospace scores good on business quality (7.0 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Howmet Aerospace does
Howmet Aerospace manufactures precision forged and cast engine components for commercial aerospace and defense markets, selling directly to top aircraft and turbine makers. The company relies on its established aerospace footprint to capture sustained demand across expanding engine and airframe production schedules.
- What it does best
Howmet delivers superior pricing power through specialized alloy technology, posting an operating margin of 27.3% that comfortably outpaces peers like RTX at 11.2% and GE at 16.9%.
- The main risk
Supply chain constraints and tight aerospace labor pools could disrupt its precision manufacturing lines, threatening timely deliveries for its engine component programs.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 27.3% and FCF margin hits 19.6%, expanding nicely as manufacturing scale improves. The business clearly grows more profitable as volume scales.
Engineered components create deep customer switching costs, locking in major aerospace primes with specialized designs backed by an operating margin in the top decile of its sector at the 95th percentile.
Revenue growth printed at 11.1%, accelerating steadily from $5.7B in 2022 and $7.4B in 2024 as commercial aerospace production ramps up.
Debt-to-equity sits at 0.6x with interest coverage at 14.8x, making debt service manageable. Free cash flow reached $1.8B, supported by consistent cash generation getting stronger.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on HWM
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Howmet Aerospace scores good on the Cluenex quality check (7.0 of 10), measured against its own industry. Profitability is strong, moat fair, growth fast and financial health strong.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 29, 2026, before the open.
See HWM today
- Today's verdict on HWM, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Howmet Aerospace (HWM)”, https://cluenex.com/stocks/hwm/, data as of Oct 10, 2026.