HWM · 8-K · 20260806PR091610

Market Demand Trends

Howmet Aerospace Inc. · 2026-08-06 · Importance 58 · Surprise 56

Howmet reported broad-based demand growth across its major end markets, with second-quarter revenue increasing 28% in commercial aerospace, 11% in defense aerospace, and 38% in gas turbines. Commercial aircraft build rates are supported by record backlogs, while engine-spares demand continues to increase. Defense demand remains healthy for missiles, drones, and collaborative combat aircraft, gas-turbine customers are revisiting and adding to demand outlooks, and North American commercial transportation has begun recovering, although Forged Wheels volumes remained 8% below the prior year.