Every material Form 8-K Howmet Aerospace has filed with the SEC since May 29, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Howmet Aerospace Inc. reported third quarter 2026 revenue of $2.7 billion and GAAP EPS of $1.42, driven by strong growth across commercial aerospace, defense, and gas turbine markets. The company increased its full-year 2026 financial guidance and expanded its share repurchase authorization by $5 billion, reflecting robust cash generation.
Revenue increased 29% year over year to $2.703 billion, with organic growth of 25%.
GAAP EPS rose 49% to $1.42, and Adjusted EPS increased 54% to $1.46.
The Board of Directors authorized a $5 billion increase to the share repurchase program on October 28, 2026.
Full-year 2026 guidance was increased, and initial 2027 revenue is projected at approximately $11.5 billion.
Howmet Aerospace reported second-quarter 2026 revenue of $2.55 billion, up 24% year over year, and GAAP EPS of $1.33 versus $1.00 a year earlier. The company raised its full-year 2026 guidance and increased its quarterly dividend 17% to $0.14 per share, while repurchasing $300 million of stock in the quarter and $200 million in July.
Q2 2026 revenue $2.55 billion, up 24% year over year; organic growth 21%; GAAP operating income $711 million, up 36%.
GAAP EPS $1.33 versus $1.00 in Q2 2025; adjusted EBITDA $817 million, up 39%.
Full-year 2026 revenue guidance baseline raised by $400 million to $10.05 billion; adjusted EPS baseline $5.27.
Quarterly dividend raised to $0.14 per share from $0.12, payable August 25, 2026; $697 million share repurchase authorization remaining as of August 6, 2026.
Howmet Aerospace reported first-quarter 2026 revenue of $2.31 billion, up 19% from a year earlier, with GAAP EPS of $1.44 (versus $0.84) and adjusted EPS of $1.22 (up 42%). The company raised its full-year 2026 baseline guidance, including revenue of $9,650 million (a $550 million increase) and adjusted EPS of $4.94 (a $0.49 increase), after closing the $1.8 billion CAM acquisition in April. GAAP results include a $93 million pre-tax gain from the sale of a Savannah, GA disk forging facility.
Q1 2026 revenue of $2.31 billion, up 19%; adjusted EBITDA of $740 million, up 32%
GAAP EPS of $1.44 versus $0.84 a year earlier; adjusted EPS of $1.22 versus $0.86
Howmet Aerospace closed its previously announced purchase of Consolidated Aerospace Manufacturing, LLC, a wholly owned subsidiary of Stanley Black & Decker, on April 6, 2026. The cash price is approximately $1.8 billion, subject to customary adjustments. The filing does not describe the business acquired or its financial results.
Buyer: Howmet Aerospace Inc. (HWM); seller: Stanley Black & Decker, Inc.
Cash purchase price of approximately $1.8 billion, subject to customary adjustments
Transaction completed April 6, 2026 under a Purchase Agreement between the two companies
Howmet Aerospace reported fourth quarter and full year 2025 results on February 12, 2026, with full year revenue of $8.3 billion, up 11%, and GAAP net income of $1.5 billion, or $3.71 per share, versus $2.81 in 2024. For 2026, the company guided to revenue growth of about 10%, with a baseline of $9.1 billion and baseline adjusted EPS of $4.45, and said it expects improved profit and cash generation.
Fourth quarter 2025 revenue was $2.2 billion, up 15% year over year, and GAAP EPS was $0.92, up 19%.
Full year 2025 adjusted EPS excluding special items was $3.77, up 40% year over year, and Free Cash Flow was $1.4 billion.
FY 2026 baseline guidance: revenue of $9.1 billion, adjusted EBITDA of $2.76 billion, and adjusted EPS of $4.45.
The company repurchased $700 million of common stock in 2025 and another $150 million so far in 2026.
Howmet Aerospace reported record third-quarter 2025 revenue of $2.09 billion, up 14% year over year, and net income of $385 million, or $0.95 per diluted share, versus $0.81 a year earlier. The company raised its full-year 2025 guidance on all metrics and projected 2026 revenue of approximately $9 billion, up about 10%.
Q3 2025 net income of $385 million ($0.95 per diluted share) versus $332 million ($0.81) in Q3 2024
Full-year 2025 adjusted EPS baseline guidance of $3.67, a $0.07 increase from the prior baseline
Repurchased $200 million of common stock in Q3 2025 and an additional $100 million in October 2025
Quarterly dividend raised 20% to $0.12 per share; $63 million of Term Loan repaid in Q3 2025
Howmet Aerospace said its Executive Vice President and Chief Financial Officer, Ken Giacobbe, will retire on December 31, 2025, after 21 years with the company. Patrick Winterlich, currently CFO of Hexcel Corporation, will join Howmet as EVP and CFO effective December 1, 2025, giving a one-month overlap before Giacobbe's retirement.
Ken Giacobbe retires December 31, 2025; he will serve as special advisor to CEO John Plant from December 1 to December 31, 2025.
Patrick Winterlich joins as EVP and CFO effective December 1, 2025, based at the Pittsburgh headquarters.
Winterlich's pay includes a $700,000 base salary, a target annual cash incentive of 100% of base salary, a $2,000,000 target annual equity award, and an $800,000 sign-on cash bonus.
Howmet Aerospace said its Executive Vice President, Chief Legal and Compliance Officer and Secretary, Lola F. Lin, notified the company on August 15, 2025 that she will resign effective September 5, 2025, to pursue another opportunity. Until a successor is named, the Legal and Compliance teams will report to Neil E. Marchuk, Executive Vice President and Chief Administrative Officer. The filing is a leadership change in a senior legal role, with no financial figures disclosed.
Lola F. Lin resigns as EVP, Chief Legal and Compliance Officer and Secretary, effective September 5, 2025
Notice given to the company on August 15, 2025, to pursue another opportunity
Legal and Compliance teams report to Neil E. Marchuk, EVP and Chief Administrative Officer, until a successor is appointed
Howmet Aerospace reported second quarter 2025 revenue of $2.05 billion, up 9% year over year, and net income of $407 million, or $1.00 per diluted share, versus $266 million, or $0.65, a year earlier. The company raised its full-year 2025 guidance on all metrics and increased its quarterly dividend by 20%, which benefits shareholders.
Net income was $407 million, or $1.00 per diluted share, versus $266 million, or $0.65, in second quarter 2024, including about $36 million in net benefits from special items.
Adjusted EPS excluding special items was $0.91, up 36% year over year; adjusted EBITDA excluding special items was $589 million, up 22%.
Repurchased $175 million of stock in second quarter 2025 and $100 million in July 2025; quarterly dividend raised 20% to $0.12 per share, payable August 25, 2025.
Howmet Aerospace amended the employment letter agreement with Executive Chairman and CEO John C. Plant on June 23, 2025. The amendment provides a special restricted stock unit retention award valued at $45 million, vesting July 1, 2028, subject to continued service, with the award granted on July 1, 2025.
Special retention RSU award valued at $45,000,000, to be granted July 1, 2025, vesting July 1, 2028
Plant's annual base salary remains $1,800,000 with a target annual bonus of 175% of base salary
Full vesting on termination without cause, for good reason, or death or disability on or after January 1, 2028
Except as amended, the 2020 letter agreement, as amended in 2020, 2021 and 2022, remains in effect
Howmet Aerospace director David J. Miller informed the board on May 7, 2025, that he is resigning effective immediately. The company said the resignation was not due to any disagreement over its operations, policies or practices, so the change appears administrative rather than a sign of a dispute.
David J. Miller resigned from the Howmet Aerospace board, effective immediately, with notice given May 7, 2025.
The filing states the resignation was not due to any disagreement with the company on operations, policies or practices.
The board thanked Miller for years of insight and guidance dating back to the company's separations.
Howmet Aerospace reported first quarter 2025 revenue of $1.94 billion, up 6% year over year, and net income of $344 million, or $0.84 per diluted share, versus $243 million, or $0.59, a year earlier. The company widened its full-year 2025 revenue guidance and raised its adjusted EBITDA, adjusted EPS and free cash flow guidance, which matters to shareholders because it signals higher expected earnings and continued capital returns.
Net income of $344 million, or $0.84 per diluted share, versus $243 million, or $0.59, in Q1 2024
Adjusted EPS excluding special items of $0.86, up 51% year over year; FY2025 baseline adjusted EPS guidance of $3.40, range $3.36 to $3.44
Repurchased $125 million of common stock in Q1 2025 and an additional $100 million in April 2025
FY2025 revenue guidance range $7.88 billion to $8.18 billion, baseline $8.03 billion
Howmet Aerospace reported record fourth quarter and full year 2024 revenue, net income and cash generation, with fourth quarter revenue of $1.9 billion, up 9% year over year, and full year revenue of $7.4 billion, up 12%. The company raised the midpoint of its 2025 revenue growth guidance to approximately 8% and expects improved profit and cash generation, and its board approved a 25% increase in the quarterly dividend to $0.10 per share.
Q4 2024 net income was $314 million, or $0.77 per diluted share, versus $236 million, or $0.57, in Q4 2023.
Full year 2024 net income was $1.2 billion, or $2.81 per diluted share, versus $765 million, or $1.83, in 2023.
FY 2025 revenue guidance baseline is $8.030 billion, with the midpoint growth raised to approximately 8% from 7.5%.
The quarterly dividend rises to $0.10 per share, payable February 25, 2025; $2.15 billion of repurchase authorization remained as of January 31, 2025.
Howmet Aerospace reported third quarter 2024 revenue of $1.84 billion, up 11% year over year, and net income of $332 million, or $0.81 per share, versus $188 million, or $0.45 per share, a year earlier. The company raised its full year 2024 guidance for Adjusted EBITDA and adjusted earnings per share, and said it expects 2025 revenue to rise approximately 7.5%.
Q3 2024 adjusted earnings per share excluding special items were $0.71, up 54% year over year
Quarterly common stock dividend raised 60% to $0.08 per share; company expects a further 25% increase to $0.10 in Q1 2025, subject to Board approval
Repurchased $100 million of common stock in Q3 2024 and another $90 million in October 2024, bringing October year-to-date repurchases to $400 million
Redeemed $577 million of 6.875% notes due May 2025 after issuing $500 million of notes due 2031
Howmet Aerospace reported record second quarter 2024 revenue of $1.88 billion, up 14% year over year, and net income of $266 million, or $0.65 per share, versus $193 million, or $0.46 per share, a year earlier. The company raised full year 2024 guidance for all metrics, increased its share repurchase authorization by $2 billion to $2.487 billion, and raised the third quarter dividend 60% to $0.08 per share.
Q2 2024 revenue $1.88 billion, up 14%; commercial aerospace revenue up 27%
Net income $266 million, EPS $0.65, versus $0.46 in Q2 2023
Full year 2024 revenue guidance baseline $7.440 billion; adjusted EPS guidance baseline $2.55
Share repurchase authorization raised to $2.487 billion; Q3 dividend $0.08 per share, payable August 26, 2024
At its May 22, 2024 annual meeting, Howmet Aerospace shareholders approved an amended and restated stock incentive plan that extends the plan's term 10 years, to expire May 22, 2034. All 10 director nominees were elected to one-year terms, and the shareholder proposal on golden parachute votes was not approved.
Amended Stock Incentive Plan approved with 351,442,085 votes for and 9,962,240 against, extending its term to May 22, 2034
All 10 director nominees elected to one-year terms expiring at the 2025 annual meeting
Advisory say-on-pay vote approved with 353,928,748 votes for and 6,825,263 against
Shareholder golden parachute proposal not approved: 16,933,259 for and 344,673,034 against
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