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Howmet Aerospace Inc. (HWM) is benefiting from strong demand in the defense aerospace market, which has become an important growth pillar alongside the commercial aerospace market.In the second quarter of 2025, revenues from the defense aerospace market climbed 21% year over year, which accounted for 17% of HWM’s total sales. This followed a 19% increase in the first quarter. This growth was driven by robust demand for engine spares, especially for the F-35 program, as well as new builds and spare parts for ...

Macquarie Asset Management, an investment management company, released its “Macquarie Core Equity Fund” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. The US large-cap equity market surged in Q2 2025, with the S&P 500® Index rising 10.94%. The equity market’s strength was due to reduced concerns over the possibility of President Trump quickly imposing harsh tariffs. Later, the administration put a pause on the tariff implementation. In this environment, the Macq ...

Key Takeaways HWM's commercial transportation revenues fell 9% in the first half of 2025.Softer OEM builds in Forged Wheels and higher aluminum costs pressured results.Strong demand in aerospace and defense, including F-35 spares, supports HWM.Howmet Aerospace Inc. (HWM) has been grappling with softness in its commercial transportation market. In the first six months of 2025, revenues from the commercial transportation market declined 9% on a year-over-year basis. The drop was primarily due to softer origin ...

Key Takeaways The U.S. defense budget hike and global tensions boost aerospace defense prospects in Q4 2025.GE, HWM, HEI, ATRO, and ASLE provided over 35% YTD returns with more room to grow.Each company shows solid revenue and earnings growth, with consensus estimates trending higher.The aerospace defense industry has maintained its northbound journey amid supply-chain woes. Increased defense budget by the U.S. administration and geopolitical uncertainties across the globe, especially, in the Middle East, E ...

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities significantly rallied in the second quarter, with the S&P 500 returning 10.9%. As the risk-on sentiment took hold, the benchmark Russell Midcap Growth Index advanced a market-leading 18.2%. Growth stocks led across market caps, outperforming their value counterparts. In this environment, the strategy outperformed t ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.In April, I downgraded Howmet Aerospace Inc. PFD Ser A (NYSE: HWM.PR ) to a hold. The preferred stock price has declined 4.6% since then, with a total return of -2.1%. As chances of interest cuts are increasing, I revisit theDhierin runs the invest ...

In the current session, the stock is trading at $186.50, after a 0.39% increase. Over the past month, Howmet Aerospace Inc. HWM stock increased by 9.42%, and in the past year, by 98.85%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.How Does Howmet Aerospace P/E Compare to Other Companies?The P/E ratio measures the current share price to the company's EPS. It is used by long-term i ...

Investors in Howmet Aerospace Inc (Symbol: HWM) saw new options become available today, for the January 2028 expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 858 days until expiration the newly available contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked u ...

TRENDING: America's Most Trusted Financial Companies Howmet Aerospace Howmet Aerospace HWM $ 185.50 $1.29 0.7% 58% IBD Stock Analysis Nearing 193.26 buy point from shallow cup base Early entry from clearing the 50-day moving average A leader in highly ranked IBD-Aerospace/Defense group Composite Rating 97/99 Industry Group Ranking 14/197 Emerging Pattern Cup Cup A cup-shaped pattern with no handle. Must be at least six weeks long… Related news Investors Lock In On This GE Aerospace Peer. Here's Why. 7/31/20 ...