Patrick Winterlich
CFO, Howmet Aerospace
“Higher metal pass-through diluted margins by approximately 360 basis points year-over-year, but had no material impact on EBITDA dollars.”
“Total spares revenue ... was up 37% to approximately $560 million. Spares represents a greater portion of our total revenue than historically, now at approximately 22%.”
Patrick Winterlich
One-line summary: CFO of howmet; his metal-pass-through disclosure is what splits price from volume in the aerospace casting rent thesis.
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On aerospace-throughput-bottleneck-to-howmet-pricing-power, lta-contract-structure-as-price-insulation:
"Higher metal pass-through diluted margins by approximately 360 basis points year-over-year, but had no material impact on EBITDA dollars." — 2026-08-06-earnings-hwm-q2-fy2026 (2026-08-06)
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On precision-casting-scarcity-to-aftermarket-margin-transfer, aerospace-throughput-bottleneck-to-howmet-pricing-power:
"Total spares revenue ... was up 37% to approximately $560 million. Spares represents a greater portion of our total revenue than historically, now at approximately 22%." — 2026-08-06-earnings-hwm-q2-fy2026 (2026-08-06)
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