Core Insights - Howmet Aerospace Inc. (HWM) is experiencing significant growth, particularly in the commercial aerospace sector, which accounted for 52% of total revenues in Q1 2025, with a year-over-year revenue increase of 9% [1][9] Group 1: Commercial Aerospace Market - The demand for wide-body aircraft is rising due to increased air travel, leading original equipment manufacturers (OEMs) to boost their spending [2] - The growth in the commercial aerospace market is also driven by the demand for fuel-efficient aircraft and the recovery of Boeing 737 MAX production, which is expected to enhance demand for HWM's products [3][9] - HWM's peers, such as RTX Corporation and GE Aerospace, are also reporting strong growth in the commercial aerospace market, with RTX achieving 8% organic sales growth and GE benefiting from solid demand for its engines [5][6] Group 2: Defense Aerospace Market - The defense aerospace market is showing positive momentum, driven by increased demand for engine spares, particularly for the F-35 program, and rising military budgets [4] Group 3: Financial Performance - HWM's stock has surged 127.8% over the past year, significantly outperforming the industry average growth of 17.2% [8] - The company is currently trading at a forward price-to-earnings ratio of 47.53X, which is above the industry average of 26.71X [11] - The Zacks Consensus Estimate for HWM's earnings has been increasing over the past 60 days, indicating positive market sentiment [12]

FY 2015 FOURTH QUARTER EARNINGS CALL November 12, 2015 Agenda COO – Power Financial Results Terrance Paradie Executive Vice President and Q&A 1 Chief Financial Officer TransDigm Overview W. Nicholas Howley Chairman and CEO Highlights, Market Review, Operating W. Nicholas Howley Performance and Outlook Chairman and CEO Operations and Value Creation Kevin Stein Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of ...

FY 2016 FOURTH QUARTER EARNINGS CONFERENCE CALL November 14, 2016 Agenda Chairman, President and CEO COO – Power Financial Results Terrance Paradie Executive Vice President and CFO Q&A 1 TransDigm Overview W. Nicholas Howley Highlights, Market Review, Operating W. Nicholas Howley Performance and Outlook Chairman, President and CEO Operations and Value Creation Kevin Stein Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation ...

Agenda TransDigm Overview and Highlights W. Nicholas Howley Executive Chairman Kevin Stein President and CEO Michael Lisman CFO FY 2018 Fourth Quarter Earnings Conference Call November 6, 2018 Q&A 1 Operating Performance, Market Review and Outlook Financial Results Forward Looking Statements This presentation contains forward‐looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including information regarding our guidance for future periods. These forward‐looking st ...

FY 2025 Q2 Earnings Call May 6, 2025 1 Agenda TransDigm Overview, Highlights and Outlook Kevin Stein Market Review Mike Lisman Operating Performance and Financial Results Sarah Wynne President and CEO Co-COO CFO Q&A Forward Looking Statements & Special Notice Regarding Pro Forma and Non-GAAP Information FORWARD LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including information regarding our guidance for f ...