Howmet Aerospace Incの売上高は？

Howmet Aerospace Incの2025年度の売上高は$8.3Bです（前年比+11.1%）。

Howmet Aerospace Incの営業利益は？

Howmet Aerospace Incの2025年度の営業利益は$2.0Bです（前年比+25.3%）。

Howmet Aerospace Incの純利益は？

Howmet Aerospace Incの2025年度の純利益は$1.5Bです（前年比+30.6%）。

Howmet Aerospace IncのROEは？

Howmet Aerospace Incの2025年度のROE（自己資本利益率）は28.2%です。

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Howmet Aerospace Inc（HWM）の決算・業績分析

Howmet Aerospace Incの2025年有価証券報告書をAI分析。売上高$8.3B(+11.1%)。営業利益$2.0B。Materials。

SUMMARY — 業績サマリー

Howmet Aerospace Incの2025年度業績サマリー

Howmet Aerospace Inc（証券コード: HWM）の2025年度決算・業績分析。売上高は$8.3B（前年比+11.1%）。営業利益は$2.0B（前年比+25.3%）。純利益は$1.5B（前年比+30.6%）。有価証券報告書を基に、業績変化の要因・リスク・見通し・セグメント構成を AI が分析しました。

Howmet Aerospace Incの2024年度注目ポイント

※ 直近の2025年度XBRLデータは取込済みですが、AI分析は2024年度の10-Kを対象としています。

Net income surged 81.8% YoY to $469M (XBRL), driven by strong operating income growth (+22.9% YoY to $919M).
Revenue increased 13.9% YoY to $5.7B, but 5-year CAGR remains negative at -0.4% (XBRL).
Share repurchases totaled $400M in FY2024, reflecting a 9.4% payout ratio (XBRL).
Net debt stood at $2.9B (2.4x EBITDA), with long-term debt at $3.5B (XBRL).

Howmet Aerospace Incの売上高変化の要因

•Revenue grew 13.9% YoY to $5.7B, though the 5-year CAGR remains negative at -0.4% (XBRL). Aerospace accounts for 68% of revenue (10-K), but segment-specific data is not disclosed (XBRL). Growth drivers include demand for lightweight, fuel-efficient aircraft components and expansion in commercial transportation markets (10-K). However, long-term revenue trends remain flat, as evidenced by the 5-year CAGR (XBRL).

Howmet Aerospace Incの営業利益変化の要因

•Operating income increased 22.9% YoY to $919M, with operating margin expanding to 16.2% (XBRL). EBITDA reached $1.2B (20.9% margin), while net income surged 81.8% YoY to $469M (8.3% net margin). The significant net income growth likely reflects cost management and efficiency improvements, though gross profit data is not available (XBRL).

Howmet Aerospace Incの事業リスクと対応

Cyclical aerospace and commercial transportation markets are sensitive to economic conditions and customer demand (10-K).

Geopolitical tensions impact energy prices, raw material costs (e.g., titanium), and trade restrictions (10-K).

Inflation and pricing pressure limit ability to pass cost increases to customers (10-K).

Government actions (tariffs, sanctions, defense spending shifts) affect operations and demand (10-K).

Dependency on defense aerospace cycles tied to U.S./foreign government budgets (10-K).

Howmet Aerospace Incの今後の見通し・業績予想

No specific management guidance or forward-looking trends are disclosed in the 10-K or XBRL data (XBRL; 10-K).

Howmet Aerospace Incの事業内容

Howmet Aerospace Inc. generates revenue through the sale of advanced aerospace and transportation components, including investment castings, forged wheels, and machined parts (10-K). The company serves aerospace (68% of 2024 revenue), commercial transportation, and industrial markets (XBRL). Competitive advantages include vertical integration in producing over 90% of structural and rotating aero engine components, advanced coatings for extreme temperatures, and innovation in next-generation aerospace programs (10-K). Key products include nickel superalloys, titanium, and aluminum investment castings, as well as fastening systems and forged jet engine components (10-K).

Howmet Aerospace IncのAI業績分析レポート（2024年度）

Howmet Aerospace Inc. (HWM) FY2024 Annual Report Analysis

Highlights

•Net income surged 81.8% YoY to $469M (XBRL), driven by strong operating income growth (+22.9% YoY to $919M).

•Revenue increased 13.9% YoY to $5.7B, but 5-year CAGR remains negative at -0.4% (XBRL).

•Share repurchases totaled $400M in FY2024, reflecting a 9.4% payout ratio (XBRL).

•Net debt stood at $2.9B (2.4x EBITDA), with long-term debt at $3.5B (XBRL).

Business Overview

Revenue Analysis

Revenue grew 13.9% YoY to $5.7B, though the 5-year CAGR remains negative at -0.4% (XBRL). Aerospace accounts for 68% of revenue (10-K), but segment-specific data is not disclosed (XBRL). Growth drivers include demand for lightweight, fuel-efficient aircraft components and expansion in commercial transportation markets (10-K). However, long-term revenue trends remain flat, as evidenced by the 5-year CAGR (XBRL).

Profitability Analysis

Operating income increased 22.9% YoY to $919M, with operating margin expanding to 16.2% (XBRL). EBITDA reached $1.2B (20.9% margin), while net income surged 81.8% YoY to $469M (8.3% net margin). The significant net income growth likely reflects cost management and efficiency improvements, though gross profit data is not available (XBRL).

Balance Sheet Analysis

Equity ratio is 33.6%, with total equity at $3.5B (XBRL). Long-term debt is $3.5B, resulting in a net debt of $2.9B (2.4x EBITDA). Current ratio is 1.86x, indicating strong liquidity (XBRL). Cash reserves stand at $610M, but leverage remains elevated with a D/E ratio of 1.82x (XBRL).

Cash Flow Analysis

Operating cash flow totaled $733M, with free cash flow (FCF) of $540M after $193M in CapEx (XBRL). Financing activities included $400M in share repurchases and $44M in dividends (XBRL). Capital expenditures were $193M, with depreciation and amortization at $265M (XBRL).

Working Capital Analysis

Cash conversion cycle (CCC) was 94 days, driven by 44 days receivables, 114 days inventory, and 63 days payables (XBRL).

Risks

1.Cyclical markets: Aerospace/commercial transportation sensitive to economic conditions and customer demand (10-K).

2.Geopolitical tensions: Impact energy prices, raw material costs (e.g., titanium), and trade restrictions (10-K).

3.Inflation: Limits ability to pass cost increases to customers (10-K).

4.Government actions: Tariffs, sanctions, defense spending shifts affect operations and demand (10-K).

5.Defense aerospace dependency: Tied to U.S./foreign government budgets and geopolitical events (10-K).

Outlook