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Howmet Aerospace Inc.

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LMT vs. HWM: Which Stock Is the Better Value Option?

Zacks Investment Research · Fri, 18 Sep 2026 12:40:54 -0400

Investors with an interest in Aerospace - Defense stocks have likely encountered both Lockheed Martin (LMT) and Howmet (HWM). But which of these two stocks offers value investors a better bang for their buck right now?

Howmet Aerospace: The SpaceX Threat Is Overblown (Rating Upgrade)

Seeking Alpha · Thu, 10 Sep 2026 03:13:19 -0400

Howmet Aerospace is upgraded to Buy after a recent 7.5% stock price decline, driven by overblown concerns about SpaceX's in-house turbine blade casting. HWM maintains a dominant >50% global market share in industrial gas turbine blades, with robust long-term agreements and active capacity expansions in Japan, Europe, and the U.S. SpaceX's initiative addresses its own supply bottleneck rather than competing at scale with HWM, limiting any real earnings or margin impact for HWM.

GE Aerospace's $11.75B Deal Puts Howmet Aerospace in Focus

MarketBeat · Wed, 09 Sep 2026 13:50:56 -0400

When the world's commercial jet assembly lines stall, the root cause is almost always found deep inside the foundry. For years, aviation's recovery from the pandemic has struggled against a stubborn bottleneck: the high-pressure turbine blades, vanes, and complex engine castings at the heart of every engine.

Market information is provided for research and visualization and is not investment advice.