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Howmet Aerospace (NYSE: HWM) raises 2026 guidance. Aug 07, 2026 Howmet Aerospace reported second quarter 2026 revenue of $2.55 billion, up 24% year over year, and raised its full-year outlook after results exceeded the high end of guidance across all key metrics. Howmet Aerospace Inc. (NYSE: HWM) reported second quarter 2026 revenue of $2.55 billion, up 24% year over year, and raised its full-year guidance after results exceeded the high end of expectations across all key metrics. The Pittsburgh-based aerospace and industrial components manufacturer posted organic revenue growth of 21%. The results mark a continuation of the growth trajectory the company has sustained since its 2020 separation from Arconic Corporation, driven by rising commercial aircraft production rates and increasing demand for gas turbine components. Howmet competes primarily with Precision Castparts, a Berkshire Hathaway subsidiary, and Safran in the aerospace engine components market. Revenue growth was led by gas turbines and commercial aerospace. Revenue growth in the quarter was driven by a 38% increase in the gas turbines market, a 28% increase in commercial aerospace, and an 11% increase in defense aerospace. Adjusted EBITDA rose 39% year over year to $817 million. Adjusted EBITDA margin expanded 340 basis points to 32.1%. Adjusted earnings per share were $1.33, up 46% from $0.91 in the prior-year quarter. GAAP earnings per share were also $1.33, up 33% from $1.00 a year earlier. Free cash flow was $479 million after $104 million in capital expenditures, up 39% year over year. Engine Products, the company's largest segment, reported revenue of $1.37 billion, up 32%, with segment adjusted EBITDA margin expanding 470 basis points to 37.7%. The segment added approximately 485 net headcount in the quarter to support anticipated production increases. Fastening Systems reported revenue of $589 million, up 37%, reflecting contributions from the CAM and Brunner acquisitions completed earlier in the year. Segment adjusted EBITDA margin rose 90 basis points to 30.1%. Engineered Structures revenue declined 13% to $269 million following the divestiture of its Savannah disk forging facility and product rationalization. Despite lower revenue, the segment's adjusted EBITDA margin rose 170 basis points to 23.8% as lower-margin work was exited. Forged Wheels revenue increased 14% to $316 million, with volumes rising 7% sequentially from the first quarter as the North American commercial transportation market began to recover, the company said. Howmet completed the $1.8 billion CAM acquisition in April. On April 6, 2026, the company completed its acquisition of Consolidated Aerospace Manufacturing from Stanley Black & Decker for approximately $1.8 billion. CAM manufactures precision fasteners, fluid fittings, and engineered products for aerospace and defense applications. The company also paid down a $186 million Japanese yen-denominated term loan and entered into a $300 million cross-currency swap, reducing annualized interest expense by $12 million, the company said. "The Howmet team delivered a strong set of results, with revenue, adjusted EBITDA, adjusted EBITDA margin, and adjusted earnings per share all exceeding the high end of guidance," John Plant, Executive Chairman and Chief Executive Officer, said in the earnings release. A sharper way to see the markets in just 5 minutes. Same news, different lens. Value The Markets cut through the noise and hand you the overlooked ideas and the deeper read the crowd misses. Join 38,000+ investors seeing the markets differently. Capital returns accelerated with $800 million in year-to-date buybacks. Howmet repurchased $300 million of common stock in the second quarter at an average price of $250.61 per share. An additional $200 million was repurchased in July at an average price of $276.61 per share. Year-to-date share repurchases through July totaled $800 million, exceeding the $700 million repurchased in all of 2025. As of August 6, 2026, the company had $697 million remaining under its share repurchase authorization. The company also raised its quarterly dividend by 17% to $0.14 per share for the third quarter. Management raised full-year guidance across all metrics. For the full year 2026, Howmet raised its guidance to revenue of $10 billion or more, adjusted EBITDA of $3.21 billion or more, adjusted earnings per share of $5.23 or more, and free cash flow of $1.85 billion or more. For the third quarter, the company guided for revenue of $2.565 billion to $2.585 billion and adjusted earnings per share of $1.34 to $1.36. Management said it expects capital expenditure requirements to increase further in 2027 to support growth in the aerospace and gas turbines markets. The company said it expects to return to pre-CAM leverage levels quickly given its cash generation rate. Tariff and trade policy disruptions, integration risk from the CAM acquisition, customer concentration, supply chain constraints, and macroeconomic conditions remain key risks to the outlook, the company noted in its forward-looking disclosures. Same news, different lens. Value The Markets cut through the noise and hand you the overlooked ideas and the deeper read the crowd misses. Join 38,000+ investors seeing the markets differently.

Promising defense stocks to watch today - july 18th. July 18, 2026 Key points. * GE Aerospace, Rocket Lab, Boeing, RTX, Lockheed Martin, Howmet Aerospace, and Keysight Technologies were highlighted as the top defense stocks to watch, based on recent dollar trading volume. * The article frames defense stocks as relatively defensive investments because demand can stay steady thanks to government spending, long-term contracts, and national security needs. * Each featured company spans different parts of the aerospace and defense ecosystem, from military aircraft and missile systems to rocket launches, engine components, and electronic test solutions. * MarketBeat previews the top five stocks to own by August 1st. GE Aerospace, Rocket Lab, Boeing, RTX, Lockheed Martin, Howmet Aerospace, and Keysight Technologies are the seven Defense stocks to watch today, according to MarketBeat's stock screener tool. Defense stocks are shares of companies that produce military equipment, weapons, aerospace systems, cybersecurity tools, and other products or services used by governments and armed forces. For stock market investors, they are often viewed as relatively defensive investments because demand for their products can remain steady due to government spending, long-term contracts, and national security needs. These companies had the highest dollar trading volume of any Defense stocks within the last several days. GE Aerospace (GE). GE Aerospace (also known as General Electric) is a company that specializes in providing aerospace products and services. It operates through two reportable segments: Commercial Engines and Services and Defense and Propulsion Technologies. It offers jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. Rocket Lab (RKLB). Rocket Lab USA, Inc., a space company, provides launch services and space systems solutions for the space and defense industries. The company provides launch services, spacecraft design services, spacecraft components, spacecraft manufacturing, and other spacecraft and on-orbit management solutions; and constellation management services, as well as designs and manufactures small and medium-class rockets. Boeing (BA). The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through Commercial Airplanes; Defense, Space & Security; and Global Services segments. Discover more Stock research tools RTX (RTX). RTX Corporation, an aerospace and defense company, provides systems and services for the commercial, military, and government customers in the United States and internationally. It operates through three segments: Collins Aerospace, Pratt & Whitney, and Raytheon. The Collins Aerospace Systems segment offers aerospace and defense products, and aftermarket service solutions for civil and military aircraft manufacturers and commercial airlines, as well as regional, business, and general aviation, defense, and commercial space operations. Lockheed Martin (LMT). Lockheed Martin Corporation, a security and aerospace company, engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services worldwide. The company operates through Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space segments. Howmet Aerospace (HWM). Howmet Aerospace Inc. provides advanced engineered solutions for the aerospace and transportation industries in the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, China, and internationally. It operates through four segments: Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels. Keysight Technologies (KEYS). Keysight Technologies, Inc. provides electronic design and test solutions to commercial communications, networking, aerospace, defense and government, automotive, energy, semiconductor, electronic, and education industries in the Americas, Europe, and the Asia Pacific. The company operates in two segments, Communications Solutions Group and Electronic Industrial Solutions Group. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider GE Aerospace, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and GE Aerospace wasn't on the list. While GE Aerospace currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation. Inside this report, you'll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.