Howmet Aerospace Surpasses Q2 Earnings, Raises 2025 Outlook

Howmet Aerospace reported strong second-quarter 2025 results, exceeding Wall Street expectations with revenue rising 9% year-over-year to $2.05 billion and adjusted earnings per share of $0.91, up from $0.67 the previous year. The company raised its full-year 2025 forecast, projecting revenue between $8.08 billion and $8.18 billion and adjusted earnings of $3.56 to $3.64 per share, driven by robust demand for aerospace components amid increased jet production by manufacturers like Boeing and Airbus. CEO John Plant highlighted growth in narrow-body aircraft production, particularly the Boeing 737 MAX, alongside an extended lifespan for older aircraft boosting aftermarket parts orders. Despite challenges from tariffs imposed by President Donald Trump on aluminum and steel, Howmet plans to offset increased costs through customer price hikes. The company’s operational efficiency improved with a 31% increase in operating income and a margin rise to 25.4%, positioning it as a key beneficiary of the aerospace sector's resurgence fueled by rising commercial air travel and defense spending. Analysts maintain an overall 'Outperform' rating for Howmet, reflecting confidence in its continued growth and market position.