Howmet Aerospace Inc. (HWM)

Howmet Aerospace's stock has experienced significant growth, with a 92.67% increase between September 30, 2024, and September 26, 2025. In Q2 2025, Howmet Aerospace reported record revenue of $2.05 billion, a 9.2% year-over-year increase, with earnings per share of $0.91. The Board of Directors approved a 20% increase in the common stock dividend to 12 cents per share, payable on November 25, 2025. Analysts have maintained a "Moderate Buy" consensus rating for HWM, with an average 12-month price objective of $175.50. Global air travel growth continues to drive robust demand for new, fuel-efficient aircraft, benefiting Howmet Aerospace.

Specific details on the demand seasonality for Howmet Aerospace's products and services are not explicitly provided. However, the company's strong performance is linked to the recovery of the commercial aerospace sector and robust aftermarket growth, suggesting that demand is influenced by broader industry cycles and air travel trends. The demand for engine spares has shown significant year-over-year increases, and the commercial truck market is expected to stabilize in 2026.

Howmet Aerospace Inc. is a global leader in advanced engineered solutions, primarily serving the aerospace and transportation industries, specializing in manufacturing critical components from lightweight metals. The company operates through four business segments: Engine Products, which manufactures advanced components for jet engines; Fastening Systems, which produces high-performance aerospace and industrial fastening systems; Engineered Structures, which provides lightweight, high-strength components for aerospace and defense applications; and Forged Wheels, which manufactures and markets forged aluminum wheels for heavy-duty trucks and commercial transportation markets.

Howmet Aerospace operates globally with 25 manufacturing facilities and offices across the Americas, Europe, and Asia-Pacific. The company has a presence in the United States, Canada, Mexico, France, the United Kingdom, China, Brazil, Hungary, and Japan.

In 2024, Howmet Aerospace's Pittsburgh headquarters were targeted by pro-Palestinian protestors due to the company's production of titanium components used in Lockheed Martin fighter jets sold to Israel.

Howmet Aerospace Inc. is predominantly owned by institutional shareholders, who hold 94.63% of the company's stock. Insiders own 17.82%, while retail investors hold 0.00%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and JPMorgan Chase & Co. The largest individual shareholder is Elliott International LP, owning 7.42% of the company.