Can Howmet Continue Its Strong Capital Returns to Shareholders?
HWM's robust cash generation and liquidity are supporting higher dividends and sizable buybacks, with strong free cash flow expected in 2026.
HWM's robust cash generation and liquidity are supporting higher dividends and sizable buybacks, with strong free cash flow expected in 2026.
The United States and other governments around the world are prioritizing military modernization, building up their capacity for nuclear deterrence, enhancing missile defense capabilities, and generally investing heavily in defense. A move toward a more militarized world may mean investors can capitalize on both larger defense giants and smaller companies with the potential for major growth.
Howmet Aerospace Inc (NYSE: HWM) pulled back after hitting a record high of $310.00 on Aug. 6, though the shares quickly found support at the $225 level, which also coincides with the 320-day moving average.
On CNBC's “Halftime Report Final Trades,” Rob Sechan, CEO of NewEdge Wealth, picked Howmet Aerospace Inc. (NYSE:HWM).
HWM's stronger growth outlook, rising estimates and share gains outweigh TXT's cheaper valuation and near-term funding and supply-chain risks.
Nykredit A S purchased a new position in shares of Howmet Aerospace Inc. (NYSE: HWM) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 166,237 shares of the company's stock, valued at approximately $44,694,000. Other institutional investors also recently
Investors with an interest in Aerospace - Defense stocks have likely encountered both Lockheed Martin (LMT) and Howmet (HWM). But which of these two stocks offers value investors a better bang for their buck right now?
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.
Here is how Howmet (HWM) and RTX (RTX) have performed compared to their sector so far this year.
HWM's commercial aerospace strength, rising engine spares demand and CAM acquisition support momentum as Boeing and Airbus production rates improve.
AXQ Capital LP decreased its holdings in Howmet Aerospace Inc. (NYSE: HWM) by 77.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 897 shares of the company's stock after selling 3,163 shares during the period. AXQ Capital
Howmet Aerospace is upgraded to Buy after a recent 7.5% stock price decline, driven by overblown concerns about SpaceX's in-house turbine blade casting. HWM maintains a dominant >50% global market share in industrial gas turbine blades, with robust long-term agreements and active capacity expansions in Japan, Europe, and the U.S. SpaceX's initiative addresses its own supply bottleneck rather than competing at scale with HWM, limiting any real earnings or margin impact for HWM.
When the world's commercial jet assembly lines stall, the root cause is almost always found deep inside the foundry. For years, aviation's recovery from the pandemic has struggled against a stubborn bottleneck: the high-pressure turbine blades, vanes, and complex engine castings at the heart of every engine.
Howmet Aerospace Inc. (HWM) Presents at Jefferies Global Industrials Conference 2026 Transcript
Howmet Aerospace's CEO said on Wednesday he is fine with a $12 billion deal by GE Aerospace to acquire a castings giant, even as the company's own growth to meet customers' vast demand for jet engine parts is "testing us."
Sometimes, a stock's first reaction tells only part of the story. On Aug. 30, Elon Musk said Space Exploration Technologies Corp. (NASDAQ:SPCX) would begin manufacturing gas turbine blades and vanes in-house, calling the move a way to bring new turbines online up to 18 months faster.
Howmet (HWM) closed the most recent trading day at $231.53, moving 10.7% from the previous trading session.
HWM's 26.5% year-to-date rally is backed by aerospace demand and raised 2026 guidance, though rich valuation and SpaceX competition pose risks.
HWM's Forged Wheels volumes show early recovery, but weak transportation demand and supply-chain issues remain key risks.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?