Can Howmet Sustain Growth as Defense Aerospace Demand Surges?

Key Takeaways Defense aerospace sales made up 17% of Howmet's Q2 revenues, rising 21% year over year.F-35 engine spares and fighter jet parts continue to drive growth in the Engineered Structures unit.A strong defense budget and new military programs support sustained demand momentum for HWM.Howmet Aerospace Inc.’s (HWM) defense aerospace market is playing a significant role in driving its overall growth. In second-quarter 2025, the company’s revenues from the defense aerospace market accounted for 17% of i ...