HWM · 8-K · 20260806PR091610

Revenue Performance and Mix

Howmet Aerospace Inc. · 2026-08-06 · Importance 59 · Surprise 48 · No source text

Second-quarter 2026 revenue increased 24% year over year to $2.547 billion, including 21% organic growth, while six-month revenue rose 22% to $4.860 billion. Commercial aerospace revenue growth was 28%, defense aerospace growth was 11%, and gas turbines growth was 38% in the quarter. Engine Products revenue increased 32% to $1.373 billion, Fastening Systems increased 37% to $589 million, Engineered Structures declined 13% to $269 million, and Forged Wheels increased 14% to $316 million. Engineered Structures revenue fell because of the Savannah disk forging facility divestiture and product rationalization, while Forged Wheels volumes declined 8% in commercial transportation but increased 7% sequentially from the first quarter.

Key facts

• Engine Products second quarter 2026 third-party sales: $1,373 million, up 32% year over year source
• Second quarter 2026 consolidated revenue: $2,547 million, up 24% year over year source
• Fastening Systems second quarter 2026 third-party sales: $589 million, up 37% year over year (includes CAM and Brunner impacts) source
• Adjusted EPS for second quarter 2026: $1.33, up 46% year over year source
• Engineered Structures second quarter 2026 third-party sales: $269 million, down 13% year over year driven by divestiture of the Savannah disk forging facility and product rationalization source
• Forged Wheels second quarter 2026 third-party sales: $316 million, up 14% year over year with commercial transportation volumes 8% lower and volumes up 7% sequentially from Q1 2026 source
• Revenue by market in second quarter 2026: commercial aerospace growth 28%, defense aerospace growth 11%, gas turbines growth 38% source
• Second quarter 2026 organic revenue growth: 21% source

Impact estimates