| HWM |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$2,445M vs. cons $2,427M |
MEDIUM |
| HWM |
Report |
EBITDA Margin - Operating (Q2 2026) |
BEAT |
pred ~32.1% vs. cons 31.87% |
MEDIUM |
| HWM |
Report |
Engine Products Revenue (Q2 2026) |
BEAT |
pred ~$1,295M vs. cons $1,268M |
MEDIUM |
| HWM |
Guide |
Revenue (FY 2026) |
BETTER |
guide ~$9,900M vs. cons $9,760M |
MEDIUM |
| HWM |
Guide |
EPS - Operating (FY 2026) |
BETTER |
guide ~$5.15 vs. cons $5.054 |
MEDIUM |
| HWM |
Guide |
Revenue (Q3 2026) |
BETTER |
guide ~$2,510M vs. implied cons ~$2,503M |
LOW |
| HWM |
Guide |
IGT 7th Customer / Qualitative Commentary |
BETTER |
7th contract announced; 2027 CapEx higher; Boeing rate assumption raised to ~45/month |
MEDIUM |
| HWM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| HWM |
Return |
5-day cumulative residual |
+4.5% (STABILIZE) |
STABILIZE — FY guide raise drives sell-side estimate revisions upward; initial move holds but does not compound given flat pre-print revision momentum and CAM leverage overhang |
MEDIUM |