Howmet Aerospace: An Insight Into The Defense Sector Growth, F-35 Contributions, IGT Market Expansion & Critical Growth Levers! 

Howmet Aerospace’s second quarter of 2025 showcased a combination of strength and areas for improvement, based on their earnings presentation and executive comments. Revenue grew by 9% year-over-year to reach $2.53 billion, surpassing prior guidance. This is indicative of robust demand across several key markets. Revenue growth was driven primarily by the commercial and defense aerospace segments, continuing the trends seen in the previous quarters. The defense segment alone experienced a 21% increase, a sign of strong government contract flows, especially related to engine spares and new builds like the F-35 structures. While upbeat, the commercial transportation segment registered a decline of 4% due to higher aluminum costs, highlighting a challenge in raw material cost management.