Mar. 11 at 8:59 AM
$HWM The "Technology and Markets Day" highlights are a game changer. Howmet isn't just riding the aerospace wave—they are the wave.
Why the bulls are winning:
✅ 748% 5-year return proves the business model works.
✅ Assertive 2026 financial targets set a high bar for the sector.
✅ Exclusive patents in high-temp engine components create a massive moat.
✅ Defense spending tailwinds + commercial aviation recovery = perfect storm.
While others worry about valuation,
$HWM is busy delivering record efficiency. The engine of the defense sector is just getting started. 💸🚀 #Aerospace #Bullish #Dividends #Growth