Howmet Faces Softness in Commercial Transportation Market: Recovery Ahead?

Key Takeaways Commercial transportation weakness persists: revenues down 4% YoY in Q2 2025, following a 14% drop in Q1.Headwinds from lower truck builds, tariff-related issues and economic uncertainty might weigh on H2 results.COGS rose 7.3% in 2024 and 3% in H1 2025 due to higher aluminum prices and supply-chain volatility.Howmet Aerospace Inc. (HWM) is witnessing persistent weakness in its commercial transportation market. After witnessing a 14% decline in first-quarter 2025, revenues from the commercial ...