HWM · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

Howmet Aerospace Inc. · 2026-08-06 · Importance 59 · Surprise 48 · From source text

Second-quarter 2026 sales increased 24% to $2,547 million from $2,053 million, while six-month sales increased 22% to $4,860 million from $3,995 million. Growth came primarily from commercial and defense aerospace, gas turbines, engine spares, favorable product pricing, cost pass-through, and the CAM and Brunner acquisitions. Commercial and defense aerospace products represented approximately 68% of revenue for the six months ended June 30, 2026. Commercial transportation volumes declined, and the March 31, 2026 disk forging facility divestiture reduced revenue.

Key facts

• Net income in Q2 2026: $534, or $1.33 per diluted share, compared to $407, or $1.00 per diluted share in Q2 2025. source
• Net income in six months ended June 30, 2026: $1,114, or $2.77 per diluted share, compared to $751, or $1.84 per diluted share in six months ended June 30, 2025. source
• Increase in second quarter sales: $494, or 24%, in Q2 2026 versus Q2 2025. source
• Increase in six months sales: $865, or 22%, in six months ended June 30, 2026 versus six months ended June 30, 2025. source
• Approximately 68% of Howmet's revenue in the six months ended June 30, 2026 was derived from products sold to the commercial and defense aerospace markets. source
• Sales in the second quarter of 2026: $2,547 compared to $2,053 in the second quarter of 2025. source
• Sales in the six months ended June 30, 2026: $4,860 compared to $3,995 in the six months ended June 30, 2025. source

Impact estimates