Howmet Aerospace Inc. (HWM) Hosts Bernstein 41st Annual Strategic Decisions Conference (Transcript)

Group 1 - The company expresses increased confidence in narrow-body production, particularly from Boeing, indicating a more optimistic outlook than previously considered [2] - The spares business is performing well, achieving targets a year earlier than anticipated [2] - There is a noted weakness in the wheels business for commercial trucks, attributed to uncertainties related to West Coast ports and ongoing tariff discussions [3] Group 2 - Overall, the company is experiencing growth in content, market share, and pricing, contributing to positive performance [3]