Solid Demand in Defense Aerospace Drives Howmet: Can the Momentum Last?
Key Takeaways HWM's defense aerospace revenues surged 24% year over year in Q3 2025 on strong engine spares demand.Howmet is benefiting from higher F-35 and legacy fighter jet spares, lifting Engineered Structures results.Robust U.S. defense budgets and a strong military aircraft pipeline support continued demand momentum.Howmet Aerospace Inc. (HWM) is benefiting from solid momentum in its defense aerospace market. After experiencing growth of 19% and 21% in the first and second quarter, respectively, reven ...