HWM · 10-Q · 2026Q2 · Full report

Aerospace Market Demand Trends

Howmet Aerospace Inc. · 2026-08-06 · Importance 64 · Surprise 56

Howmet generated approximately 68% of its revenue from commercial and defense aerospace markets in the six months ended June 30, 2026. Engine Products sales increased 31% year over year to $2,626 million in the first six months, driven by commercial and defense aerospace growth and engine spares. Fastening Systems sales increased 26% to $1,060 million, reflecting growth in commercial and defense aerospace markets. Management expects commercial and defense aerospace demand to increase in 2026, including continued engine spares growth.