Howmet Aerospace Inc. (HWM)

In the past six months, Howmet Aerospace's stock hit a new 52-week high of $202.84 on October 28, 2025. The company reported strong second-quarter 2025 earnings on July 31st, with an adjusted EPS of $0.91 and revenue of $2.05 billion. Several analysts raised their price targets for HWM following these strong results. The company declared a quarterly dividend of $0.12 per share, payable on November 25, 2025. Howmet Aerospace's stock performance has significantly outpaced broader market indices. On October 22, 2025, Howmet Aerospace announced executive leadership changes, with Ken Giacobbe retiring as Executive Vice President and Chief Financial Officer on December 31, 2025, and Patrick Winterlich appointed as the new CFO effective December 1, 2025.

Demand for Howmet Aerospace's products is significantly influenced by the commercial aerospace market and the defense aerospace market. The commercial aerospace market has seen momentum driven by increased air travel and demand for new, more fuel-efficient aircraft. The company also benefits from robust growth in the defense aerospace market, supported by increased spending and new military programs. The company's revenue growth has been accelerating, and demand for engine spares in both commercial and defense aerospace has increased significantly year-over-year.

Howmet Aerospace Inc. is a global provider of advanced engineered solutions for the aerospace and transportation industries, operating within the Industrials sector, specifically the Aerospace & Defense industry. The company's business is segmented into four primary areas: Engine Products focuses on manufacturing components for aircraft engines and industrial gas turbines. Fastening Systems produces aerospace fastening systems, as well as commercial transportation, industrial, and other fasteners. Engineered Structures provides lightweight, high-strength components for aerospace and defense applications. Forged Wheels offers forged aluminum wheels and related products for heavy-duty trucks and commercial transportation markets.

Howmet Aerospace operates globally, with 27 manufacturing facilities across various countries including the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, China, Brazil, and Hungary.

Howmet Aerospace generally maintains a strong brand reputation, particularly in the aerospace sector, where its products are considered best-in-class for safety, reliability, and durability, allowing the company to command premium pricing. However, in 2024, Howmet's Pittsburgh headquarters were targeted by pro-Palestinian protestors due to Howmet's production of titanium components used in Lockheed Martin fighter jets sold to Israel.

Howmet Aerospace is primarily owned by institutional shareholders, who hold approximately 90.46% to 94.63% of the company's stock. Insiders own about 1.02% to 17.82%, while retail investors hold a smaller percentage, around 0.00% to 38.08%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and JPMorgan Chase & Co. Elliott International LP is noted as the largest individual Howmet Aerospace shareholder, owning 29.90 million shares, representing 7.42% of the company.