The aerospace supply chain is not a market where weakness is distributed evenly. When one supplier falters, the contracts, the customer relationships, and the pricing power do not disappear. They migrate to whoever is standing. Right now, Howmet Aerospace (HWM) is very much standing. Magellan ...
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Howmet Aerospace is expected to announce its second-quarter results later this month, and analysts project a double-digit earnings increase.
Airlines and the hyperscalers have one thing in common: They are desperate for turbines to power their jets and data centers. At the heart of this surging demand are a few companies that manufacture the highly specialized parts. Western production of these turbine blades and vanes is concentrated in four companies, according to a report from SemiAnalysis.
Stocks suffered broad, sharp losses on rate hike bets after the first Warsh Fed meeting. SpaceX fell for the first time while Robinhood jumped.
Howmet had a very strong start to 2026. Sales were $2.31 billion, EBITDA of $740 million and earnings per share of $1.22. The EBITDA margin rate was 32%, and this margin was an increase of 320 basis points over the equivalent quarter last year.
Howmet Aerospace (NYSE:HWM) reported a stronger-than-expected first quarter of 2026, with management citing broad demand across commercial aerospace, defense aerospace and industrial gas turbines, along with continued growth in higher-margin spares revenue. Executive Chairman and Chief Executive Of
Although the revenue and EPS for Howmet (HWM) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.