other material
confidence medium
sentiment positive
materiality 0.60
Howmet Investor Day Targets $2B+ Gas Turbine Revenue, Sees Aero Growth
Howmet Aerospace Inc.
- Gas turbines revenue expected to double from ~$1B in 2025 to >$2B in next 3-5 years.
- Defense revenue totaled $1.5B in FY25, up 21% YoY; F-35 accounted for 45% of defense aero.
- Commercial aero deliveries forecast to grow double digits through 2027; fleet up 27% by 2030.
- Fastening Systems posted $1.75B revenue in 2025; 30% from patented products; pursuing CAM/Brunner acquisition.
- Engine Products scaling capacity for large DS blades and multi-wall cooling for gas turbines and aero.