Howmet Aerospace and Generac Poised for Continued Growth Amid Aerospace Expansion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 26 2026
0mins
Source: NASDAQ.COM
- Aerospace Market Outlook: Howmet Aerospace's commercial aerospace division accounted for 53% of revenue in Q4 2025, with the global aerospace market projected to grow from $434 billion in 2026 to $846 billion by 2035, indicating strong growth potential that could further boost stock prices.
- Defense Revenue Stability: The defense aerospace segment also saw revenue growth in 2025, contributing 17% to total revenue, highlighting Howmet's solid market position in defense, which can support future revenue growth.
- Generac's Growth Driver: Generac reported a 10% increase in sales to $400 million in its commercial and industrial division in Q4 2025, primarily driven by demand from data center customers, showcasing the company's strong performance in this emerging market.
- Future Outlook and Challenges: While Howmet's stock has surged over 700% in the past five years, its forward P/E ratio of 55 reflects high market expectations for future performance, necessitating cautious investor strategies to navigate potential short-term volatility.
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Analyst Views on HWM
Wall Street analysts forecast HWM stock price to fall
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 272.540
Low
209.00
Averages
236.77
High
258.00
Current: 272.540
Low
209.00
Averages
236.77
High
258.00
About HWM
Howmet Aerospace Inc. is a global provider of advanced engineered solutions for the aerospace and transportation industries. The Company’s primary business focus is on jet engine components, aerospace fastening systems, and airframe structural components. Its Engine Products segment produces investment castings, including airfoils, and seamless rolled rings primarily for aircraft engines and industrial gas turbine applications. Its Fastening Systems segment produces aerospace fastening systems, as well as commercial transportation, industrial and other fasteners. Its Engineered Structures segment produces titanium ingots and mill products for aerospace and defense applications and is vertically integrated to produce titanium forgings, titanium extrusions, and machining services for airframe, wing, aero-engine, and landing gear components. Its Forged Wheels segment provides forged aluminum wheels and related products for heavy-duty trucks and the commercial transportation market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Jobless Claims Data: Recent figures indicate a decline in jobless claims, suggesting enhanced stability in the labor market, which positively impacts economic growth prospects and may encourage more businesses to increase hiring.
- AI Stock Decline: In contrast, AI company Arm's stock plummeted due to disappointing earnings, highlighting a divergence in market performance among tech stocks, prompting investors to carefully assess risks in the technology sector.
- Market Sentiment Fluctuation: Overall market sentiment fluctuates due to varying performances across sectors; while the Dow Jones index rises, the weakness in tech stocks may dampen overall investor confidence, leading to increased market volatility.
See More
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