Solid Demand in Commercial Aerospace Drives Howmet: Can It Sustain?

Howmet Aerospace (HWM) reported robust Q2 2026 results driven by 28% growth in commercial aerospace revenues, which now represent 53% of its business. Engine Products revenues jumped 32% to $1.37B, while Fastening Systems grew 37% year-over-year. The company's $1.8B acquisition of Stanley Black & Decker's CAM business strengthened its aerospace fastening portfolio. With Boeing's 737 MAX recovery and strong Airbus build rates, Howmet is positioned for continued momentum.