Howmet Aerospace raises guidance as Q2 revenue jumps 24%, driven by aerospace and turbine demand.

Howmet Aerospace reported a 24% increase in Q2 2026 revenue and raised its guidance across all key metrics, reflecting strong earnings momentum. The company's commercial aerospace and spares segments benefit from robust aircraft backlogs and aging fleets, supporting multi-year growth. Additionally, industrial gas turbines are becoming a significant growth driver, with Howmet holding over 50% of the global market share in turbine blades. Despite a premium valuation, the strong demand visibility and earnings growth justify a buy rating for the stock.