| HWM |
Report |
Adj. EPS (Q2'26) |
BEAT |
pred ~$1.29 vs. cons ~$1.24 |
HIGH |
| HWM |
Report |
Revenue (Q2'26) |
BEAT |
pred ~$2.46B vs. cons ~$2.41B |
MEDIUM |
| HWM |
Report |
Adj. EBITDA / margin (Q2'26) |
BEAT |
pred ~$785M / ~32.0% vs. cons ~$768M / ~31.9% |
MEDIUM |
| HWM |
Guide |
FY26 Adj. EPS guide (raise) |
BETTER |
guide ~$5.05 vs. cons ~$4.99 (FY26) |
HIGH |
| HWM |
Guide |
FY26 Revenue guide (raise) |
BETTER |
guide ~$9.78B vs. cons ~$9.70B (FY26) |
MEDIUM |
| HWM |
Guide |
FY26 Free Cash Flow guide |
BETTER |
guide ~$1.80B vs. cons ~$1.76B (FY26) |
MEDIUM |
| HWM |
Guide |
Q3'26 Adj. EPS implied guide |
BETTER |
guide ~$1.30 vs. cons ~$1.27 (Q3'26) |
MEDIUM |
| HWM |
Guide |
IGT/data-center 7th customer contract + capacity |
UNKNOWN |
pred 7-of-7 signed, demand ~doubling 3-5yr vs. cons ~6-of-7 assumed (2026-2029) |
LOW |
| HWM |
Guide |
Engine Products spares/margin durability |
BETTER |
pred spares ~+30% YoY, EP margin ~36.5% vs. cons ~+22% / ~35.5% (Q2'26) |
MEDIUM |
| HWM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| HWM |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Clean beat-and-raise is largely priced in at ~59x fwd EPS and all-time highs, so the initial pop is modest and prone to profit-taking. Out-period math: even a raised FY26 (~$5.05) leaves limited implied 2H upside vs. the strong 1H run-rate, and CAM interp/interest-expense optics plus rich valuation cap follow-through. Historical pattern (Q1: +6% day-1 then flat-to-fade over the next week) supports a partial fade back toward ~flat idiosyncratic by day 5 unless the IGT 7th-customer/2027 accretion narrative meaningfully surprises. |
LOW |