Key Takeaways HWM's shares surged 87.7% in a year, outpacing peers and trading near their 52-week high.Aerospace revenues rose 8% in Q2 2025, while defense sales jumped 21% on strong F-35 engine orders.Weak transportation demand and high input costs weigh on HWM, now trading at a rich 46.53X P/E.Howmet Aerospace Inc.’s (HWM) investors have been witnessing impressive gains from the stock of late. Shares of the advanced engineered solutions provider for the aerospace and transportation industries have surged ...

Macquarie Asset Management, an investment management company, released its “Macquarie Core Equity Fund” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. The US large-cap equity market surged in Q2 2025, with the S&P 500® Index rising 10.94%. The equity market’s strength was due to reduced concerns over the possibility of President Trump quickly imposing harsh tariffs. Later, the administration put a pause on the tariff implementation. In this environment, the Macq ...