Core Insights - Howmet Aerospace Inc. (HWM) is experiencing strong growth driven by the commercial aerospace market, with revenues increasing 15% year over year in Q3 2025, surpassing $1.1 billion and accounting for 53% of total business [1][8] - The demand for engine spares and a record backlog for new, fuel-efficient aircraft are key factors contributing to the performance of HWM's Engine Products segment, which saw a 17% year-over-year revenue increase in Q3 [2][8] - The recovery in Boeing's production, particularly for the 737 MAX, and strong build rates at Airbus for A320 and A350 aircraft are expected to further support HWM's demand momentum [3][8] Commercial Aerospace Market - The commercial aerospace market is a major growth driver for HWM, with consistent demand for engine spares and new aircraft [2][4] - HWM's peers, such as RTX Corporation and Textron Inc., are also reporting strong growth in the commercial aerospace sector, with RTX achieving 11.9% sales growth and Textron's Aviation unit growing by 10% [5][6] Defense Market - The defense sector is showing positive momentum, supported by government spending and strong demand for engine spares, particularly for the F-35 program [4] Financial Performance - HWM's stock has surged 83.9% over the past year, significantly outperforming the industry average growth of 20.9% [7] - The company is currently trading at a forward price-to-earnings ratio of 49.29X, which is above the industry average of 29.15X [9] Earnings Estimates - The Zacks Consensus Estimate for HWM's earnings for 2025 and 2026 has been increasing over the past 60 days, indicating positive market sentiment [10]

GE Aerospace (GE) will release its third quarter 2025 financials on Tuesday, Oct. 21. Shares of this jet engine manufacturer have been on a strong upward trajectory in 2025, rising 77% year-to-date. This rally reflects rising orders, a swelling backlog, and steady gains in operating profit and earnings per share (EPS). The company’s performance in the first half of 2025 had been solid. Adjusted revenue climbed 18% during the period, while operating margins expanded by 230 basis points. Adjusted EPS also s ...