Why I Strongly Believe In Howmet Aerospace

Sep. 09, 2022 9:50 AM ETHowmet Aerospace Inc. (HWM) StockHWM3 Comments

Summary

  • Howmet Aerospace has become a tremendous success after the 2020 spin-off, allowing it to focus on high-quality aerospace and related industrial parts.
  • While long-haul demand is still weak, short-haul demand and pricing power are resulting in strong EBITDA growth and rapidly improving free cash flow.
  • The valuation is attractive, paving the way for prolonged outperformance and high total returns.

Aircrafts grounded at the Airport, sunrise

Heychli

Introduction

It's time to talk about one of my favorite stocks in the aerospace industry. Pittsburgh, Pennsylvania, based Howmet Aerospace (NYSE:HWM) is not only one of the most interesting suppliers of high-quality aerospace parts, but it is also one of

This article was written by

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Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.

As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This article serves the sole purpose of adding value to the research process. Always take care of your own risk management and asset allocation.

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