HWM surges past key technical levels as strong aerospace demand, defense growth and buybacks fuel momentum.
Howmet Aerospace Inc. (NYSE:HWM ) Jefferies Industrials Conference September 4, 2025 9:30 AM EDT Company Participants John Plant - Executive Chairman & CEO Conference Call Participants Sheila Kahyaoglu - Jefferies LLC, Research Division Presentation Sheila Kahyaoglu Managing Director in Equity Research Good morning, everyone. My name is Sheila Kahyaoglu with the Jefferies Aerospace and Defense Equity Research team.
HWM outpaces LHX with stronger aerospace momentum, higher growth estimates and robust shareholder returns.
Howmet (HWM) could produce exceptional returns because of its solid growth attributes.
Investors with an interest in Aerospace - Defense stocks have likely encountered both Airbus Group (EADSY) and Howmet (HWM). But which of these two stocks offers value investors a better bang for their buck right now?
Here is how Howmet (HWM) and MTU Aero Engines AG (MTUAY) have performed compared to their sector so far this year.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
HWM's defense aerospace sales surge 21% in Q2 2025, powered by F-35 engine demand and strong military funding.
Howmet Aerospace Inc.'s strong revenue and profitability growth are driven by innovation and strategic execution in aerospace components and engineered solutions. Howmet Q2 2025 earnings beat expectations, with double-digit YoY growth in revenue, EBITDA, operating income, and EPS, plus record free cash flow. Robust commercial and defense aerospace demand fueled segment growth, with Engine Products and Fastening Systems delivering standout performance.
HWM shares soar 84.9% in a year on strong aerospace demand, defense growth and shareholder-friendly moves.
HWM's commercial aerospace sales jumps 8% in Q2 2025, fueled by strong engine demand and rising air travel.
Howmet (HWM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).