Howmet Aerospace Reports Record Revenue Amid Defense Spending Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 20 2026
0mins
Source: NASDAQ.COM
Howmet Aerospace Inc. experienced a significant price drop of 5.04% as it crossed below its 20-day SMA, reflecting investor concerns despite positive market conditions.
The company reported record revenue of $8.3 billion for 2025, an 11% increase, with earnings per share (EPS) rising 32% to $3.71, driven by strong demand for its components in the defense sector, particularly for the F-35 program. However, despite these positive results and optimistic projections for 2026 revenue between $9 billion and $9.2 billion, Howmet's stock fell, indicating a potential sector rotation as investors reassess growth valuations amid a broader market rally.
This decline may suggest that while Howmet Aerospace shows strong growth potential, its high forward P/E ratio could be causing investors to shift focus towards more stable dividend-paying stocks like Lockheed Martin, which has a more attractive yield and a solid revenue backlog.
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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: 283.230
Low
209.00
Averages
236.77
High
258.00
Current: 283.230
Low
209.00
Averages
236.77
High
258.00
About HWM
Howmet Aerospace Inc. is engaged in lightweight metals engineering and manufacturing. Its segments include Engine Products, Fastening Systems, Engineered Structures and Forged Wheels. Engine Products produces investment castings, including airfoils, and seamless rolled rings primarily for aircraft engines and gas turbine applications. Engine Products produces rotating parts, as well as structural parts. Fastening Systems produce aerospace fastening systems, as well as commercial transportation. Fastening Systems’ products are also critical components of commercial transportation vehicles and construction, industrial, and renewable energy equipment. Engineered Structures produces titanium ingots and mill products for aerospace and defense applications and is vertically integrated to produce titanium forgings, titanium extrusions, and landing gear components. Forged Wheels 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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