Early Access

10-QPeriod: Q1 FY2010

Howmet Aerospace Inc. Quarterly Report for Q1 Ended Mar 31, 2010

Filed April 22, 2010For Securities:HWM

Summary

Howmet Aerospace Inc. (HWM), formerly Alcoa Inc. as of this filing, reported a net loss of $201 million ($0.20 per diluted share) for the first quarter of 2010, an improvement from a net loss of $497 million ($0.61 per diluted share) in the same period of 2009. This narrowing of losses was primarily driven by a significant increase in sales, up 18% to $4.89 billion, fueled by higher realized prices for alumina and aluminum due to improved London Metal Exchange (LME) prices. The company also benefited from ongoing cost savings and productivity improvements across its business segments. Despite the improved top-line performance and reduced net loss, the company incurred substantial restructuring and other charges totaling $187 million in the first quarter of 2010, primarily related to the permanent shutdown and planned demolition of five U.S. facilities. Additionally, the company faces ongoing legal and environmental contingencies, including significant potential liabilities related to European Commission state aid investigations in Italy, which could impact future financial performance. Investors should note the company's continued focus on cost management and operational efficiency in a challenging market environment.

Financial Statements
Beta

Key Highlights

  • 1Net loss improved to $201 million in Q1 2010 from $497 million in Q1 2009, reflecting operational recovery and cost controls.
  • 2Sales increased by 18% to $4.89 billion, driven by significantly higher realized prices for alumina and aluminum due to improved LME prices.
  • 3Significant restructuring and other charges of $187 million were recorded, primarily for permanent facility shutdowns and associated impairments.
  • 4Alcoa World Alumina and Chemicals (AWAC) earnings improved, boosting net income attributable to noncontrolling interests.
  • 5Capital expenditures in Q1 2010 were $221 million, with 60% allocated to growth projects.
  • 6The company is actively managing market risks through various derivative contracts for aluminum, energy, interest rates, and foreign exchange.
  • 7Significant legal and environmental matters, including the European Commission's state aid investigation in Italy, present ongoing financial risks.

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