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LMT vs. HWM: Which Stock Is the Better Value Option?

HWM's defense aerospace revenues are rising on strong demand for F-35 and legacy fighter jet spares, while new initiatives could support further growth.

GE Aerospace stock trades below key moving averages as strong engine demand and orders face cost pressures, debt concerns and a high valuation.

Here is how Howmet (HWM) and RTX (RTX) have performed compared to their sector so far this year.

MMM's dividends, buybacks, remaining repurchase capacity and strong cash-flow outlook support continued shareholder returns.

Quality compounders are flywheels. Said differently, they’re businesses that generate heaps of profits and consistently reinvest them to produce even more profits. Rinse and repeat.

Howmet Aerospace Inc. (NYSE:HWM) is facing a mixed outlook after GE Aerospace agreed to acquire Consolidated Precision Products (CPP) for about $11.75 billion to secure more control over critical engine castings and expand production capacity. The announcement initially hit Howmet shares, which fell about 10%, as investors worried that GE could eventually rely less on […]

During the September 10 episode of Mad Money, a caller questioned whether recent vertical integration by industrial competitors and market selloffs warranted a lower valuation for Howmet Aerospace Inc.’s (NYSE:HWM) economic moat, or if demand remained strong enough to make the pullback an overreaction. Jim Cramer replied: Now, look, I’ll tell you, here’s the problem… […]

HWM's commercial aerospace strength, rising engine spares demand and CAM acquisition support momentum as Boeing and Airbus production rates improve.

Picture two businesses at closing time. At one, a clerk replaces yesterday’s sale sign with a deeper discount. Yet, its customers have mostly gone elsewhere, leaving behind full shelves.InvestorPlace - Stock Market News, Stock Advice & Trading Tips At the other, the business’ phone keeps ringing long after the lights go out. Customers want deliveries sooner, and the owner has orders to fill, machines to install, and too few hours in the day. On a bad afternoon in the stock market, both businesse

Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter experienced significant volatility driven by macro and headline risks. Concurrently, an upcoming Federal Reserve leadership transition contributed to policy uncertainty, and rising inflation concerns re-emerged, resulting in choppy, headline-driven price […]

GE Aerospace's $11.75 billion deal for Consolidated Precision Products sent Howmet Aerospace shares down 10%, but strong casting demand suggests both stocks remain well-positioned.

Here are four highlights of a rocky day in markets Tuesday. Canadian tariffs on U.S. goods kicked in. Oil rose, while stocks fell. Amgen stock shed 10% Howmet Aerospace was the worst performer in the S&P.

Howmet (HWM) closed the most recent trading day at $231.53, moving 10.7% from the previous trading session.

Oil rose after Iran-backed Houthi militants attacked energy infrastructure in Saudi Arabia on Tuesday morning. Shares of Howmet Aerospace fell 11%, making it the worst performer in the S&P 500, after GE Aerospace announced that it would acquire competitor Consolidated Precision Products. The acquisition could be bad news for Howmet if it means GE takes more of its blade-and-vane manufacturing in house.

GE Aerospace is acquiring casting supplier Consolidated Precision Products for $11.75 billion, the largest deal since its 2024 spinoff.

GE Aerospace on Tuesday said it will buy Consolidated Precision Products, a maker of blade and vanes for jet engines, for $11.75 billion. CPP is one of the four major manufacturers of the blades and vanes that go into jet engines and power-generating natural gas turbines. GE has been a customer of CPP for over 15 years, according to its announcement.

Elon Musk says a lot of things that can upend the shares of any number of companies. Rare earths are a group of more than a dozen elements that aren’t exactly rare, but they are difficult to process. Over the years, the Chinese have grown dominant in rare earth mining and production, using near-monopoly power to put other producers, including those in the U.S., out of business.

GE Aerospace is buying Consolidate Precision Products for almost $12 billion. It’s a big deal for the jet engine maker.

SpaceX’s push to bring turbine-blade casting in-house has sent Howmet Aerospace stock tumbling. Is this a new competitive threat?

London news outlet The Times recently reported that Russia’s effort to build a Starlink-like satellite constellation to help in its war efforts with Ukraine is failing. Russia has launched dozens of satellites, with many failing to reach the appropriate orbit, leaving Russian troops with limited ability to use satellites to guide drones. Starlink has no such limitations.

HWM's Forged Wheels volumes show early recovery, but weak transportation demand and supply-chain issues remain key risks.

SpaceX's turbine-blade plans rattled Howmet shares but may actually underscore how constrained the market remains.

Howmet Aerospace (NYSE:HWM) faces new direct competition as SpaceX begins casting gas turbine blades in house. SpaceX is shifting from customer to rival in a key industrial process that underpins Howmet Aerospace’s core casting business. The move introduces a well funded and technically capable competitor into a specialized market that has historically relied on external suppliers. Investors are assessing how this change in supplier and customer relationships could affect Howmet’s future...

Based on the average brokerage recommendation (ABR), Howmet (HWM) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

GE Aerospace's commercial engines unit is riding on strong orders, rising deliveries and 27% revenue growth, with 2026 sales expected to climb about 20%.

GD vs. HWM: Which Stock Is the Better Value Option?

Comment from SpaceX CEO Elon Musk aren’t only about disruption, they are about a bottleneck to AI growth.

Only a few companies make the crucial components for power turbines that AI data centers are so desperate to get. Elon Musk wants to go ahead and make his own. Over the weekend, Musk confirmed on X that SpaceX will start making the blades and vanes that go into natural-gas-fired power turbines.

A top supplier’s stock tumbled, but Wall Street calls the plunge a buying opportunity.