UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) HOWMET AEROSPACE INC. (Exact name of registrant as specified in its charter) Delaware 25-0317820 (State of incorporation) (I.R.S. Employer Identification No.) 201 Isabella Street, Suite 200, Pittsburgh, Pennsylvania 15212-5872 (Address of principal executive offices) (Zip code) Investor Relations 412-553-1950 Office of the Secretary 412-553-1940 (Registrant's telephone number including area code) ☒ QUARTERLY REPORT ...

First Quarter 2022 Earnings Call John Plant: Executive Chairman and Chief Executive Officer Ken Giacobbe: EVP and Chief Financial Officer May 3, 2022 Important Information Forward–Looking Statements This presentation contains statements that relate to future events and expectations and as such constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include those containing such words as "anticipates," "believes," "could," " ...

Howmet Aerospace Inc. (NYSE:HWM) Q1 2022 Results Conference Call May 3, 2022 10:00 AM ET Company Participants Paul Luther - Vice President of Investor Relations John Plant - Executive Chairman and Chief Executive Officer Kenneth Giacobbe - Executive Vice President and Chief Financial Officer Conference Call Participants Robert Stallard - Vertical Research Seth Seifman - JPMorgan Chase & Co Myles Walton - UBS Investment Bank David Strauss - Barclays Bank PLC Kristine Liwag - Morgan Stanley Gautam Khanna - Co ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-3610 HOWMET AEROSPACE INC. (Exact name of registrant as specified in its charter) Common Stock, par value $1.00 per share HWM New York Stock Exchange $3.75 Cumulati ...

Summary of Howmet Aerospace Inc. Conference Call Company Overview - **Company**: Howmet Aerospace Inc. (NYSE: HWM) - **Date**: March 15, 2022 - **Participants**: John Plant (CEO), Ken Giacobbe (CFO), Paul Luther (VP, Investor Relations), Seth Seifman (J.P. Morgan Analyst) Key Industry Insights Titanium Supply and Opportunities - The sanctions on Russian titanium supplier VSMPO are expected to create opportunities for Howmet as Russian titanium becomes unavailable to major aerospace manufacturers like Boeing and Airbus [3][4] - Boeing has indicated it has a couple of years of titanium supply, while Airbus's inventory is lower, suggesting a higher urgency for Airbus [4] - Howmet is in discussions with aircraft manufacturers and other titanium users to secure long-term agreements for titanium supply [5][6] - The company has existing tooling for certain forging parts, allowing for a quicker response to increased demand [8] Market Dynamics and Production Expectations - The company anticipates a significant opportunity in the titanium market, potentially capturing a substantial portion of the $27 billion business previously held by VSMPO [12][13] - Howmet's structures business, which includes sophisticated forging for structural parts, has seen a decline in volume but is expected to improve as aircraft production ramps up [14][15] - The company is optimistic about the recovery of commercial aerospace spares, projecting a 30% increase year-on-year [36] Metal Price Volatility - The volatility in nickel and aluminum prices poses challenges, but Howmet has mechanisms in place to manage these fluctuations through pass-through contracts [17][21] - The company expects to face headwinds from rising metal prices but aims to maintain or improve margins through operational efficiencies [23] Aircraft Production and Demand - Howmet's expectations for Boeing's 787 production remain unchanged, awaiting recertification dates [26] - The company is confident in its ability to meet rising production rates for both Boeing and Airbus engines, with plans to increase hiring to support this growth [33][34] Supply Chain and Recovery - The supply chain for truck builds is showing signs of recovery, with expectations for improved availability in the second half of the year [40][42] - Howmet has introduced new products, such as a 36-pound wheel, which enhances fuel efficiency and payload capacity [46] Financial Performance and Cash Flow - Howmet converted 10% of sales into free cash flow last year, with expectations to improve this to 11% in the current year [47] - The company has significantly reduced cash drag from pension liabilities, enhancing free cash flow potential [49] - Working capital is expected to be a drag on free cash flow in 2023, but the company remains optimistic about overall cash flow performance [51] Strategic Outlook - The company aims to improve its leverage and return capital to shareholders while maintaining a focus on technological advancements and customer satisfaction [55] - John Plant expressed confidence in the company's future, emphasizing the importance of articulating growth above aircraft build rates [54] Conclusion - Howmet Aerospace is positioned to capitalize on the changing dynamics in the aerospace industry, particularly in titanium supply and aircraft production recovery, while navigating challenges related to metal price volatility and supply chain disruptions. The company's strategic focus on long-term agreements and operational efficiencies is expected to drive future growth and profitability.

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For The Fiscal Year Ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-3610 HOWMET AEROSPACE INC. (Exact name of registrant as specified in its charter) Delaware 25-0317820 (State of incorporation) (I.R.S. Employer Identification No. ...

Howmet Aerospace Inc. (NYSE:HWM) Q4 2021 Earnings Conference Call February 2, 2022 9:30 AM ET Company Participants Paul Luther - Vice President, Investor Relations John Plant - Executive Chairman and CEO Ken Giacobbe - Executive Vice President and CFO Conference Call Participants Robert Spingarn - Melius Research Gautam Khanna - Cowen David Strauss - Barclays Robert Stallard - Vertical Research Myles Walton - UBS Seth Seifman - JPMorgan Noah Poponak - Goldman Sachs Kristine Liwag - Morgan Stanley Matt Akers ...

Howmet Aerospace Inc. (NYSE:HWM) Credit Suisse 9th Annual Global Industrials Conference December 1, 2021 10:10 AM ET Company Participants John Plant – Chairman and Chief Executive Officer Ken Giacobbe – Chief Financial Officer Conference Call Participants Brian Markovich – Credit Suisse Brian Markovich Good morning. Thanks for joining us for our 9th Annual Credit Suisse Industrials Conference. I'm Brian Markovich, the North American industrial sector specialist. I'm pleased to present the management of Howm ...

Third Quarter 2021 Earnings Call John Plant: Executive Chairman and Chief Executive Officer Ken Giacobbe: EVP and Chief Financial Officer November 4, 2021 Important Information Forward–Looking Statements This presentation contains statements that relate to future events and expectations and as such constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include those containing such words as "anticipates," "believes," "coul ...

Howmet Aerospace Inc. (NYSE:HWM) Q3 2021 Earnings Conference Call November 4, 2021 10:00 AM ET Company Participants Paul Luther – Vice President of Investor Relations John Plant – Executive Chairman and Chief Executive Officer Ken Giacobbe – Executive Vice President and Chief Financial Officer Conference Call Participants Seth Seifman – JPMorgan Robert Stallard – Vertical Research Myles Walton – UBS David Strauss – Barclays Gautam Khanna – Cowen Matt Akers – Wells Fargo Paretosh Misra – Berenberg Noah Popon ...