Company Snapshot

Investment Thesis

Howmet Aerospace supplies engineered fasteners, structural components, and jet-engine parts critical to modern aircraft. Ramp-ups at Airbus/Boeing and defense programs drive multi-year growth with high operating leverage.

  • Content Per Aircraft: Lightweight alloys and engineered fasteners increase shipset value.
  • Engine Aftermarket: Thermal structures and rotating parts benefit from LEAP and GTF fleets.
  • Operational Focus: Post-Arconic split, Howmet concentrates on aerospace and defense niches.

Strategic Mix

Engine Products Blades, cases, seals, and rotating components
Fastening Systems Lockbolts, fasteners, and installation tooling
Engineered Structures Airframe components and titanium forgings
Forged Wheels Commercial vehicle wheels providing diversification

Mix based on Howmet’s segment breakdown.

Recent Performance

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5Y TBD

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Strategic Insights

Narrowbody Recovery

LEAP engines and narrowbody builds accelerate demand through decade.

Defense Exposure

Hypersonics and military aircraft supply chains add resilience.

Pricing Power

Proprietary alloys and capacity scarcity support favorable pricing.

Latest Coverage

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