Defense budget boost

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Strength in Defense Aerospace Drives Howmet: Can the Momentum Sustain?
ZACKS· 2025-08-21 17:21
Key Takeaways Defense aerospace sales rose 21% in Q2 2025, making up 17% of HWM's total revenues.Engineered Structures revenues grew 5%, fueled by stronger defense aerospace demand.FY26 U.S. defense budget boost positions HWM to secure more military contracts.Howmet Aerospace Inc. (HWM) is benefiting from the persistent strength in its defense aerospace market. In the second quarter of 2025, the company’s revenues from the defense aerospace market jumped 21% year over year, which accounted for 17% of its to ...