Howmet's Defense Aerospace Strength Seems Firm: More Upside Ahead?

Key Takeaways Howmet saw defense aerospace revenues rise 20% YoY in Q4 2025, 17% of sales.HWM growth was driven by F-35 engine spares and demand for legacy fighter jet parts.HWM stands to benefit from the $831.5B defense budget, boosting contracts and demand.Howmet Aerospace Inc. (HWM) is poised to gain from the expanding defense budget, which remains a key growth catalyst. In the fourth quarter of 2025, revenues from the defense aerospace market rose 20% year over year, which accounted for 17% of HWM’s tot ...