Howmet Aerospace Gains 2.5% on $930M Turnover Ranking 120th as Aerospace Demand and Guidance Outpace Commercial Transportation Struggles

Howmet Aerospace (HWM) rose 2.50% on August 1, 2025, with a trading volume of $0.93 billion, ranking 120th in market activity. The company reported Q2 2025 results exceeding estimates, driven by 9% revenue growth to $2.05 billion and a 35.8% increase in non-GAAP EPS to $0.91. Aerospace and defense segments led performance, with defense aerospace revenue surging 21% year-over-year, supported by F-35 production and industrial gas turbine demand. Commercial transportation, however, remained weak, with Forged Wheels revenue declining 4% amid soft truck builds.

Management raised full-year guidance for revenue, adjusted EBITDA, and free cash flow, reflecting confidence in sustained aerospace demand and operational efficiency. Capital expenditures rose 60% year-to-date, targeting capacity expansion in high-margin engine products and fastening systems. Shareholder returns accelerated, with a 20% dividend increase and $275 million in buybacks since January 2025. Despite concerns over Forged Wheels underperformance, the company’s 25.3% adjusted operating margin and strategic focus on high-growth markets positioned it to offset weaker segments.

The backtest of HWM’s 3% intraday gains showed a 73.12% win rate over 30 days, with maximum returns reaching 12.76%, underscoring the stock’s potential for short-to-medium-term gains amid sector strength and guidance upgrades.