Howmet Aerospace: Q2 Results Reinforce The Buy Case

May Investing Ideas 1.66K Followers Follow Summary Howmet Aerospace maintains strong earnings momentum, with Q2 2026 revenue up 24% and guidance raised across all key metrics. HWM's commercial aerospace and spares segments benefit from robust aircraft backlogs and aging fleets, supporting durable multi-year growth. Industrial gas turbines (IGT) are emerging as a significant multi-year driver, with visible demand and HWM holding over 50% of the global share in turbine blades. Despite a premium valuation, I remain comfortable with a buy rating, as strong demand visibility and earnings growth offset potential multiple compression. Monty Rakusen/DigitalVision via Getty Images Investment overview I wrote about Howmet Aerospace ( HWM ) before with an upgrade to a buy rating as the business earnings power has gotten significantly better than I thought, especially given the demand seen This article was written by May Investing Ideas 1.66K Followers Follow I am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts analysis], and to some extend momentum investing [share price reaction post earnings etc.]. Over the years, I have used the positive aspects of each approach to hone my investing process. The reason to write on SeekingAlpha is to use this platform as a tracker for my investing ideas performance, and also to connect with like-minded investors that have the same investing interest. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.