Howmet Aerospace $HWM Inc. HWM is benefiting from strong demand in the commercial aerospace market, which has become an important growth pillar for it. In the fourth quarter of 2025, HWM’s revenues from the commercial aerospace market surged 13% year over year. This accounted for 53% of Howmet’s quarterly sales. Pickup in air travel has been positive for the company as the increased usage of aircraft has driven spending on parts and products that it provides.
This uptick significantly benefited Howmet’s Engine Products segment, which reported a 19.7% year-over-year revenue increase in the fourth quarter. The results were aided by strong growth in commercial aerospace sales. The sustained strength was attributed to new, more fuel-efficient aircraft with reduced carbon emissions and increased spare demand for engines. With commercial aircraft programs expected to continue benefiting from the strength in air travel, Howmet is poised to maintain strong demand momentum in the quarters ahead.
While the commercial aerospace market has remained the major driver for the company, the defense side of the industry is also showing positive momentum, cushioned by steady government support. Aided by increased demand for engine spares, especially for legacy fighters like the F-35, F-15 and F-16 and rising military budgets, this market is expected to see more gains in the quarters ahead.