| HWM |
Report |
Revenue |
BEAT |
pred ~$2.47B vs. cons $2.42B |
MEDIUM |
| HWM |
Report |
Adjusted EBITDA |
BEAT |
pred ~$795M vs. cons $780M |
MEDIUM |
| HWM |
Report |
Adjusted EPS |
BEAT |
pred ~$1.29 vs. cons $1.24 |
MEDIUM |
| HWM |
Guide |
Q3 2026 revenue guidance |
BETTER |
guide ~$2.50B vs. cons $2.47B (Q3 2026) |
MEDIUM |
| HWM |
Guide |
Q3 2026 adjusted EPS guidance |
BETTER |
guide ~$1.29 vs. cons $1.27 (Q3 2026) |
MEDIUM |
| HWM |
Guide |
FY2026 adjusted EBITDA guidance |
BETTER |
guide ~$3.13B vs. cons $3.11B (FY2026) |
MEDIUM |
| HWM |
Guide |
FY2026 adjusted EPS guidance |
LOWER |
guide ~$5.05 vs. cons $5.14 (FY2026) |
MEDIUM |
| HWM |
Guide |
FY2026 free-cash-flow guidance |
UNCHANGED |
guide ~$1.80B vs. cons $1.80B (FY2026) |
LOW |
| HWM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| HWM |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A ~$1.29 EPS result versus $1.24 consensus and ~$3.13B FY2026 EBITDA guide versus $3.11B support an initial positive reaction, but the ~$5.05 FY2026 EPS guide versus $5.14 consensus leaves modest out-period estimate cuts after CAM financing and capacity-investment effects. |
MEDIUM |