$HWM Howmet Tape Reports

Per Ticker.id: $HWM Howmet Tape Reports — 1 podcast mention across 1 podcast (30 days), latest 2026-07-28 20:40 UTC.

1. Yeah, I mean, there are a few Boeing suppliers on my radar, and Lou's right that some of the suppliers that could benefit most from this are trading for kind of nosebleed-level valuations right now. Uh, just to name a few, like GE Aerospace, Howmet Aerospace, Transdigm— there are all Boeing suppliers that are on my list, and if they experience any significant price weakness, I might take a look. MOOG is one that I still kind of like at the current valuation. It's spelled MOOG, it's pronounced MOOG, but that's one that looks pretty interesting right now.

   Matt Frankel — Motley Fool Hidden Gems Investing · Paypal to Stripe: You’re Going to Have to Do Better Than That · 2026-07-28

2. Hi, Jim. I'm a first-time caller and Investment Club member. Oh, great. Thank you. I appreciate your efforts, your knowledge, passion, and commitment, and you've truly helped me. I'm focused on Howmet Aerospace. It's the world's largest producer of single-crystal turbine blades used in airplane engines and also in the data center build-out of turbine, gas turbine engines. There is no—

   Speaker D — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/15/26 · 2026-07-15

3. Based on the strictest GAAP standards, which we like on Mad Money, DPC lost $173 million last year and $47 million in the first quarter of this year. The first quarter of this year. I don't know how they did that. However, if you look at their income statement, the main reason for the losses is elevated interest expense, which mostly was from this thing called payment-in-kind loan due to the company's shareholders who were the old creditors for the restructuring in 2020. Remember the bankruptcy restructuring I mentioned? Fortunately, the shareholders agreed to crunch down that loan by 85% back in March. Then they used the IPO proceeds to pay off the balances. That means TPC's interest expense will come down substantially, making the company a heck of a lot more profitable than it looks, which is exactly what we want. In their IPO prospectus, they offered adjusted net income numbers. Which add back the payment-in-kind loan costs I just mentioned, as well as some other non-repeating expenses. Using these adjusted numbers, DPC actually made $45 million in net profit last year and $12 million in the first quarter. Okay, not great, but at least they're, they're in the black without the payment-in-kind loan devouring their profits. I think a lot of people are confused by what I just went over. Since this is a smokestack industrial, we also like to look at the interest You know, we think about EBITDA, that's earnings before interest, taxes, depreciation, amortization, because that tells you more about the state of the business under the surface. And those EBITDA numbers, they're pretty darn solid. Okay, let's talk about the balance sheet, because that was a problem in 2020. It's a key factor given the restructuring. Now they've handled the payment-in-kind loan hangover that I've mentioned. What's left is a pretty manageable debt load. We're talking about $542 million in adjusted net debt. Compare that to DPC's EBITDA over the past 12 months and the company's got a leverage ratio of 3.6. Now that's on the higher end, but when it comes to what they're doing on this show, we think it's an acceptable level. Which brings me to the final question: is DPC worth owning here after its fairly strong start? Let's look at how the stock trades versus its closest independent comparison, how Matt Arrow's Space or How I Met Your Mother, as we know it here on Mad Money. We do like that stock very much. Using enterprise multiple, that's the sum of the market cap and the net debt load divided by the EBITDA that I just gave you. You can see that TPC is an enterprise multiple of 55. Ooh, that's a good bit more expensive than the much-loved How I Met at 46. If we get a bit aggressive and create an EBITDA estimate of $190 million for TPC this year, that's fair enough. That's assuming they can keep growing at the same pace as the first quarter. Then the stock would have an enterprise multiple of just over 40 on 2026 numbers, still a little higher than Hellmann at 36. So ultimately, what I would say about TPC Holdings or Doncaster is it's a great story, mostly because of the extremely attractive end markets— aerospace, engines, and gas turbines. But I'm not sure if this is the moment to embrace the stock. See, right now TPC is trading at a premium to a tried and true operator like Howmet, even though it's a much smaller company that's far less profitable. Here's the bottom line. I really do like TPC, and it's also in great businesses, but I'd love to see the stock come in just a bit before buying it. How about at around $42, $2 lower? I would feel much better. The stock would have the same valuation as Howmet. You could put a small position on here, although ideally I prefer you to wait for an entry point in the 30s where the— where TPC would be a discount to its closest public traded companies and would be—

   Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/8/26 · 2026-07-08

4. Yes. So as the production volumes have come back up and it was sort of like a name that was not on most people's radar screen, And as you've started to see production volumes pick up, the pricing has gone up a lot. They also have a play in the power generation market. If you think about the GE Vernova turbines, the alloys that go into the blades and the vanes, that also is Carpenter Technologies specialty alloys. So they have robust pricing power, you know, and looking forward, we think they have very strong growth profile with a lot of visibility into that growth as well. And last but not least, to bring it full circle, because I talked about we describe ourselves as a growth with conscience and valuation plays an important part in our investments, Carpenter trades at half the multiple of its customer. So it supplies into Howmet, And Howmett trades at north of 30 times EBITDA and Carpenter's roughly half of that for similar growth prospects with the potential for margins to expand. So we really liked, you know, that as a company to invest behind to get exposure to the aerospace theme as an example.

   Sonu Chawla — The Business Brew · Sonu Chawla - Managing Mid Cap Exposure - $TSCM · 2026-03-26