Howmet Aerospace (HWM) CFO says commercial transportation revenue in 2025 was down 5% including pass through of higher aluminium costs and tariffs

• CEO says commercial truck wheel segment should begin to show signs of growth in H2 2026.
• Expects gas turbines business to double in revenue to USD 2bln over the next three-to-five years.
• Expects 2026 build rate of fourth aircraft per month for Boeing (BA) 737, seven 787 a month; for Airbus (AIR FP) 60 A320 aircraft per month and six A350.

Howmet Aerospace’s current revenue challenges, particularly in the commercial transportation sector, highlight pressures from rising aluminium costs and tariffs. This oversight may suggest margin compression issues, yet their long-term outlook remains optimistic, expecting significant growth in gas turbines and a solid demand forecast for aircraft which could stabilize and enhance revenue growth in later periods. Traders should monitor how these projections influence market sentiment, particularly within equities tied to transportation and commodities.