Howmet makes the super-alloy engine parts, fasteners, and forged wheels that keep jet engines and heavy trucks running—think of it as the skeleton and joints of the aerospace industry.
Money comes from selling engineered components to aerospace and defense customers, with revenue growing from USD 6.64B in 2023 to USD 8.25B in 2025 and net margins improving from 11.52% to 18.27%—recurring orders from long-term supply contracts.
Competitors like Precision Castparts and Arconic face high barriers in metallurgy and certification, but the moat is eroding as new additive manufacturing and casting technologies from GE Aerospace and Safran threaten traditional forged parts.
Buy (sector percentile 69) — value C-, growth B, profitability A-, momentum B+, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
Post-earnings gap up to new highs, later gave back some gains; overall sentiment remains positive.
Multiple sources confirm earnings beat and guidance raise, boosting stock to new highs on strong aero & turbine demand.
Declares $0.14 per share dividend payable Aug 25, underscoring shareholder return commitment.
商业航空发动机备件收入同比增长48%，整体备件收入占总收入比例从2025年全年的21%升至2026年第一季度的23%。
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