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Howmet Aerospace (HWM) Q3 2025 10-Q Quarterly Report

Filed: Oct 30, 2025Period ending Sep 30, 2025
Materials
Rolling Drawing & Extruding of Nonferrous MetalsSEC EDGAR
Howmet Aerospace Overview

Howmet Aerospace (HWM) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 30, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Howmet Aerospace Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • • Revenue $2,089M Q3 2025, up 14% YoY from $1,835M, nine months $6,084M, up 10% from $5,539M YoY
  • • Operating margin expanded: Engine Products 33.3% Q3 2025 vs 32.5% YoY; Fastening Systems 30.8% vs 26.0%; Engineered Structures 20.1% vs 15.0%; Forged Wheels 29.6% vs 26.1%
  • • Best segment: Engine Products sales up $160M (17%) Q3; Segment EBITDA up 20% with 33.3% margin; Worst: Forged Wheels sales flat (+1%), nine months sales down 4%, EBITDA down 2%
  • • Operating cash flow $1,230M nine months 2025, up 50% from $818M YoY; capital expenditures up 51% to $316M driven by Engine Products capacity expansion
  • • Near-term outlook: aerospace demand growth expected, including engine spares; commercial transportation demand weak; tariff impacts expected, with cost pass-through planned; 2025 tax rate ~21.5% before discrete items

Risk Factors

  • • No new or changed risk factors from 2024 10-K reported
  • • Continued exposure to cyclicality in aerospace markets impacting revenue stability
  • • Ongoing regulatory compliance risks related to U.S. and international aerospace standards
  • • Competition risk from global aerospace suppliers affecting near-term order growth
  • • Financial risk from foreign currency fluctuations impacting reported earnings

Howmet Aerospace Q3 2025 Quarterly Financials
XBRL

Revenue

$2.1B

▲ +13.8% YoY▲ +1.8% QoQ

Net Income

$385M

▲ +16.0% YoY▼ -5.4% QoQ

Net Margin

18.4%

▲ +34bp YoY▼ -139bp QoQ

Source: XBRL data from Howmet Aerospace Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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