What smart money is saying about Howmet Aerospace
3 funds in our archive have pitched Howmet Aerospace — most recently Bristolgate U.S. Equity Strategy in June 2026.
Howmet Aerospace Inc., headquartered in Pittsburgh, Pennsylvania, and originally established in 1888 as Arconic Inc., is a global leader in providing sophisticated engineered solutions. The company caters to the aerospace and transportation sectors across a wide international footprint, including key markets such as the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, and China. Its business operations are structured into four main segments: Engine Products: This division manufactures critical components like airfoils and seamless rolled rings, primarily utilized in aircraft engines and industrial gas turbines, alongside various rotating and structural parts. Fastening Systems: This segment specializes in producing aerospace-grade fastening systems, as well as fasteners for commercial transportation, general industrial applications, and other uses. Engineered Structures: Responsible for supplying titanium ingots and mill products for aerospace and defense applications, this segment also provides aluminum and nickel forgings, and precision machined components and assemblies. Forged Wheels: This segment focuses on offering forged aluminum wheels and associated products specifically for the heavy-duty truck and commercial transportation markets.
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Position history
Between Q2 2025 and Q3 2026, 9 fund letters reported a position in Howmet Aerospace — 3 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 4 | 1 | 0 | 0 |
| Q2 2026 | 2 | 2 | 0 | 2 |
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 9 positions · 3 moves
- New positionClearBridge Investments Appreciation StrategySeptember 2026
“During the quarter, besides activity discussed above, we initiated positions in Colgate-Palmolive in consumer staples, Mastercard in financials, ServiceNow in IT, United Rentals, XPO and Howmet Aerospace in industrials and Novartis and CVS Health in health care.”
Howmet Aerospace - September 2026
“Detractors included Vertiv Holdings, Curtiss-Wright Corp., and Howmet Aerospace Inc. In one way or another, all suffered from some luster coming off the AI trade. Vertiv Holdings is directly tied into data center construction while Curtiss-Wright and Howmet are more derivative plays on power”
Howmet Aerospace - September 2026
“Industrials also detracted materially from relative performance. Vertiv Holdings Co. was the largest individual detractor within the sector, while Howmet Aerospace Inc. also weighed on results.”
Howmet Aerospace - September 2026
“United States 1.5 Professional Services Curtiss-Wright Corporation United States 2.0 Aerospace & Defense Howmet Aerospace, Inc. United States 3.5 Aerospace & Defense”
Howmet Aerospace - June 2026
“Howmet Aerospace (HWM) Howmet Aerospace supplies engineered components to the commercial aerospace, defense and industrial markets.”
Howmet Aerospace - New positionPolen Capital Global GrowthJune 2026
“Portfolio Activity In Q2 2026, we initiated new positions in GE Aerospace, GE Vernova, Howmet Aerospace, Hermès International, Keyence, and Rheinmetall while selling our holdings in Boston Scientific, Siemens Healthineers, and Zoetis. During the period we also added to our positions in ASML and Idexx Labs and trimmed our positions in Starbucks, Oracle, Shopify, Aon and Broadcom. The net goal of this activity was to redeploy capital away from businesses where we feel growth has either slowed or may become more difficult to sustain in the near term, and into businesses where we see strong competitive advantages, attractive long-term growth prospects, and stronger current business momentum. We initiated a new position in GE Aerospace, which we view as one of the highest-quality industrial businesses in the world. Following the separation of the former GE conglomerate, investors can now own a standalone company focused almost entirely on commercial aircraft engines and related services. GE commands a dominant position in commercial jet engines, supported by a large installed base that generates a highly recurring, high-margin aftermarket services business. We believe the demand environment has improved materially as airlines extend the lives of existing fleets amid ongoing aircraft shortages, while long-term growth in global air travel should continue to support demand for both new engines and aftermarket services. Combined with GE Aerospace's strong competitive position and increasing mix of services revenue, we believe the company is well positioned to deliver durable growth and expanding profitability over many years. We initiated a new position in GE Vernova, one of the few global companies capable of supplying the power generation equipment needed to meet rising electricity demand. The demand environment for power infrastructure has changed materially in recent years, driven by data center growth, AI infrastructure, electrification, reshoring, and the need to modernize aging grid infrastructure. We think GE Vernova is one of only a handful of companies globally that can meet this moment, particularly in gas turbines and related power equipment. We believe the company has a long runway of demand, improving profitability as a standalone company (similar to GE Aerospace, was previously the power business with the broader GE conglomerate), and meaningful operating leverage as revenue growth accelerates. As with our aerospace investments, this is not simply a thematic trade for us. We view this as a competitively advantaged business operating in an industry where supply is currently constrained and demand visibility has improved materially. We initiated a new position in Howmet Aerospace, a critical supplier of highly engineered components for commercial aerospace engines.”
Howmet Aerospace - March 2026
“Curtiss-Wright Corporation United States 4.8 Aerospace & Defense Howmet Aerospace, Inc. United States 4.6 Aerospace & Defense”
Howmet Aerospace - March 2026
“Portfolio Holdings Data as of March 31, 2026. Source: FactSet, Hardman Johnston Global Advisors LLC®. The data shown is of a representative portfolio for the Hardman Johnston Select Equity strategy and is for informational purposes only and is not indicative of future portfolio characteristics/returns. Actual results may vary for each client due to specific client guidelines and other factors. The representative portfolio was chosen as most representative of the Select Equity strategy. Future investments may or may not be profitable. C ountry We ig ht ( %) Indus try Communicat ion Serv ices 8.1 Alphabet Inc. United States 7.1 Interactive Media & Services Comcast Corp. United States 0.9 Diversified Telecommunication Services Versant Media Group, Inc. United States 0.1 Media Consumer Discret ionary 2.7 SharkNinja, Inc. United States 2.7 Household Durables Consumer St aples 0.8 Estee Lauder Companies Inc. United States 0.8 Personal Care Products Energy 1.9 Cameco Corporation Canada 1.9 Oil, Gas & Consumable Fuels Financials 9.7 Charles Schwab Corp United States 3.0 Capital Markets Marsh & McLennan Cos. Inc. United States 3.0 Insurance Mastercard Inc. United States 3.8 Financial Services H ealt h Care 17.9 AstraZeneca plc United Kingdom 3.5 Pharmaceuticals Becton, Dickinson & Co. United States 1.4 Health Care Equipment & Supplies Edwards Lifesciences Corp. United States 2.8 Health Care Equipment & Supplies Illumina, Inc. United States 2.0 Life Sciences Tools & Services IQVIA Holdings Inc. United States 1.9 Life Sciences Tools & Services Medtronic plc United States 1.7 Health Care Equipment & Supplies UnitedHealth Group Inc. United States 1.0 Health Care Providers & Services Vertex Pharmaceuticals Inc. United States 3.2 Biotechnology Waters Corporation United States 0.5 Life Sciences Tools & Services I ndust rials 23.4 Automatic Data Processing, Inc. United States 1.5 Professional Services Curtiss-Wright Corporation United States 5.9 Aerospace & Defense Howmet Aerospace, Inc. United States 7.0 Aerospace & Defense”
Howmet Aerospace - June 2025
“Howmet Aerospace Inc. is a supplier of critical engine and airframe components to the commercial and military aerospace complex.”
Howmet Aerospace
Also mentioned · 2
These funds discuss Howmet Aerospace — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedThe Ithaka GroupDecember 2025
“These stealth ROI’s are appearing across companies and sectors. Dara Khosrowshahi, CEO of Uber, has pointed to agentic AI workflows that optimized driver routing and consumer pricing in real time, with the latest generation of AI models translating into hundreds of millions of dollars of benefit for the company. John Plant, CEO of Howmet Aerospace, has highlighted AI as a dual-force for his company, both a technological tool to improve manufacturing efficiency and as a massive market driver for their industrial products.”
Howmet Aerospace - MentionedLVS Advisory Curtiss WrightJune 2025
Named in a table in LVS Advisory Curtiss Wright’s letter.
Howmet Aerospace
Fund coverage · 3 theses
- Bristolgate U.S. Equity StrategyJune 2026
Howmet Aerospace supplies engineered components with R&D-based advantages, limited competition, and strong capital-allocation execution.
Read the full thesis - Polen Capital Global GrowthJune 2026
Howmet Aerospace is a mission-critical aerospace components supplier with scarce competitive positioning and upside from production and aftermarket demand.
Read the full thesis - Aristotle Large Cap GrowthDecember 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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