Every material Form 8-K Howmet Aerospace filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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