Howmet's Growth Shows No Signs of Stopping -- Market Talk

Dow Jones
Feb 12

1041 ET - Howmet Aerospace's stock lifts off after the company posts higher-than-expected 4Q results. The company doesn't expect demand to come back to Earth anytime soon. CEO John Plant says the vast majority of the company's end markets are expected to grow in 2026. Howmet, which provides aerospace engine parts and fastener systems, says its commercial aerospace segment is benefiting from rising passenger demand and accelerating aircraft builds, which resulted in a record backlog in the recent quarter that extends through the coming decade. "Defense markets are also very healthy, while engine spares continue to grow to support the expanding aircraft fleet," Plant says. "The gas turbines business is entering its largest growth phase in years, with extremely high demand for electricity generation, especially from natural gas for data centers." Shares gain 10%. (connor.hart@wsj.com)

 

(END) Dow Jones Newswires

February 12, 2026 10:41 ET (15:41 GMT)

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