Howmet Aerospace projects higher quarterly earnings as plane demand surges
Howmet Aerospace expects first-quarter profits to top estimates amid high demand for aircraft parts. The company projects earnings of up to $1.11 per share.
Insights:
Howmet Aerospace Inc. announced on Feb. 12, 2026, that it expects first-quarter adjusted profit to reach between $1.09 and $1.11 per share. This forecast is significantly higher than the Wall Street consensus of $1.02 per share, according to estimates compiled by LSEG. The company attributed this positive outlook to strong industry demand for planes and parts across the aerospace industry.
As a major supplier to the world's largest aircraft manufacturers, Howmet's guidance serves as a key indicator of the health of the aircraft parts supply chain. The company provides critical components to both The Boeing Company and Airbus SE , and its stronger-than-expected projections suggest elevated demand for the materials necessary to sustain production rates.
