HWM Stock Recent News

HWM lifts 2025 margin guidance as strong pricing, cost control and market momentum offset rising expenses.

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.

HWM's defense aerospace sales surge 21% in Q2 2025, powered by F-35 engine demand and strong military funding.

PITTSBURGH , Aug. 21, 2025 /PRNewswire/ -- Howmet Aerospace Inc. (NYSE: HWM) announced today that John C. Plant, Chairman and Chief Executive Officer will speak at the Jefferies Industrials Conference in New York, NY on Thursday, September 4, 2025, at 9:30 AM ET.

Howmet Aerospace is a leading manufacturer of highly specialized engine components with high margins, decades of manufacturing expertise, and strong barriers to entry from certifications and proprietary technologies. Its high-margin aftermarket business generates recurring, stable revenues and offsets fluctuations in new aircraft production. The company benefits from exclusive positions in major commercial and defense engine programs, ensuring multi-year revenue visibility.

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.