Don't Buy SpaceX Until You Consider These 2 Aerospace and Defense Stocks With 10% EPS Growth
Both companies make high-margin aftermarket aerospace parts. They have grown their businesses through bolt-on acquisitions.
Both companies make high-margin aftermarket aerospace parts. They have grown their businesses through bolt-on acquisitions.
Howmet (HWM) closed at $273.14 in the latest trading session, marking a -1.06% move from the prior day.
The latest trading day saw Howmet (HWM) settling at $275.13, representing a -1.87% change from its previous close.
Howmet's commercial aerospace strength drives growth as air travel, aircraft demand and higher production support its 2026 outlook.
Here is how Howmet (HWM) and Loar Holdings Inc. (LOAR) have performed compared to their sector so far this year.
Howmet Aerospace (HWM) earns a 'Strong Buy' rating for its critical role in both the aerospace and AI infrastructure value chains. HWM commands a dominant market position, outpacing domestic competitors in aerospace revenue growth and leveraging a vast IP portfolio. The company is a key supplier to global gas turbine leaders, positioning HWM to benefit from sustained AI-driven energy demand and supply constraints.
Howmet Aerospace posted a nearly sixfold gain over the past three years, but that doesn't mean upside from here is limited.
Aerospace and defense is RBC's best-growing segment: Sales jumped 41.2% in the March-ended quarter, amid "unprecedented commercial aircraft build rates."
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Howmet (HWM) closed the most recent trading day at $270.44, moving +2.18% from the previous trading session.
The Touchstone Mid Cap Growth Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell Midcap Growth Index, for the quarter ended March 31, 2026. Among the top contributors to relative performance during the quarter were Vertiv Holdings, Ascendis Pharma, Howmet Aerospace, Diamondback Energy, and Roblox Corp. The largest detractors from relative performance during the quarter were Atlassian Corp., DoorDash Inc., Ares Management, Axon Enterprise, and MongoDB.
On June 11, 2026, Howmet Aerospace Inc (HWM) shares rose 6.1% to a current price of $264.60. Over the last year, the stock has shown impressive performance with
The iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) is sitting on a 34% one-year gain heading into June, with shares at roughly $235 and $13.5 billion in net assets.
Howmet (HWM) closed at $251.9 in the latest trading session, marking a +1.03% move from the prior day.
HWM is benefiting from defense aerospace demand, with engine spares and military programs driving growth and supporting future opportunities.
Howmet (HWM) is well positioned to outperform the market, as it exhibits above-average growth in financials.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Howmet Aerospace Inc. (HWM) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Howmet Aerospace (HWM) is upgraded to Buy as earnings power and growth momentum strengthen, despite a demanding valuation. Q1 2026 saw revenue up 19% y/y, adj. EBITDA up 32% y/y, and adj. EPS up 42% y/y, driven by commercial aero spares and IGT. Commercial aero spares now comprise a larger, higher-margin revenue share, providing more durable growth less tied to new aircraft production.
Howmet Aerospace remains in a strong bullish trend as post-earnings support holds, keeping focus on a breakout continuation toward the $296 to $300 region.