MarketBeat
08 Aug 2026, 13:05 UTC · 11w ago
Howmet Aerospace Q2 Earnings Call Highlights
Impact · against what's priced in
Howmet Aerospace is seeing a significant structural catalyst in gas turbine demand linked to AI data centers, combined with a beat-and-raise quarter. While the commercial transportation segment shows volume weakness, the expansion of aerospace capacity and higher spares revenue provide strong forward visibility for HWM.
- HWM+0.70
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- In context
The company raised its full-year outlook across all key metrics and revealed a structural growth driver in gas turbines (up 38%) fueled by natural-gas-powered data centers.
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