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What smart money is saying about Howmet AerospaceUnited States flag

HWM · Industrials · Industrial - Machinery · Market cap $104.69B

1 fund in our archive has pitched Howmet Aerospace — most recently Aristotle Large Cap Growth in December 2025.

Company profile

Howmet Aerospace Inc. provides advanced engineered solutions for the aerospace and transportation industries in the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, China, and internationally. It operates through four segments: Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels. The Engine Products segment offers airfoils and seamless rolled rings primarily for aircraft engines and industrial gas turbines; and rotating parts, as well as structural parts. The Fastening Systems segment produces aerospace fastening systems, as well as commercial transportation, industrial, and other fasteners. The Engineered Structures segment provides titanium ingots and mill products for aerospace and defense applications; and aluminum and nickel forgings, and machined components and assemblies. The Forged Wheels segment offers forged aluminum wheels and related products for heavy-duty trucks and commercial transportation markets. The company was formerly known as Arconic Inc. The company was founded in 1888 and is based in Pittsburgh, Pennsylvania.

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Letters

Fund activity · 2 positions

  • HoldsHardman Johnston Large Cap Equity
    March 2026
    Curtiss-Wright Corporation United States 4.8 Aerospace & Defense Howmet Aerospace, Inc. United States 4.6 Aerospace & Defense
    Read the letterHowmet Aerospace
  • HoldsHardman Johnston Select Equity
    March 2026
    Howmet Aerospace, Inc. United States 7.0 Aerospace & Defense
    Read the letterHowmet Aerospace

Fund coverage · 1 thesis

  • Aristotle Large Cap Growth
    December 2025

    Howmet Aerospace is a key supplier to aerospace and defense positioned to benefit from production ramps, defense spending, and industrial gas turbine demand, supporting premium valuation.

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