Why Howmet Could Be the Sleeper Aerospace Name of 2025

Defense and aerospace stocks have had a fairly strong first quarter of 2025. As of March 31, the benchmark iShares U.S. Aerospace & Defense ETF BATS: ITA has climbed 17% in the last year and nearly 6% year-to-date (YTD), beating the S&P 500 over both timeframes given the recent correction. But some individual names within the industry have outshone the benchmark, leading the way amid speculation that the Trump administration will lead to favorable regulatory and spending trends for defense. Howmet Aerospace ...