Howmet Aerospace

HWM

Market cap $88.6B

Investors interested in stocks from the Aerospace - Defense sector have probably already heard of Huntington Ingalls (HII) and Howmet (HWM). But which of these two stocks presents investors with the better value opportunity right now?

Howmet is seeing continued pressure in commercial transportation, with Q3 revenues down 3% year over year as truck builds slow and costs rise.

Howmet stock could see gains from government contracts focused around one key sector.

Howmet (HWM) concluded the recent trading session at $210.9, signifying a -1.77% move from its prior day's close.

HWM is trading near a 52-week high as aerospace demand surges, but premium valuation and transport weakness raise caution.

HWM is riding strong defense aerospace demand, as rising engine spares orders and military funding fuel solid revenue momentum.

HWM is set to acquire CAM from Stanley Black for $1.8 billion, boosting its aerospace fastening solutions portfolio and market reach.

Howmet Stock: The aerospace leader is approaching a new buy point following strong gains in recent sessions.

ACHR, GE and HWM are positioned to benefit as geopolitical tensions drive sustained defense spending and accelerated military modernization.

HWM is riding a surge in commercial aerospace demand, with rising air travel and strong aircraft programs driving steady revenue growth.