Howmet Aerospace (HWM) Q2 FY25 earnings call

Howmet Aerospace delivered a "crazy good" second quarter, achieving record revenue and profitability, primarily driven by robust demand in commercial aerospace, defense, and industrial markets. The company successfully navigated destocking in certain aerospace segments and continued softness in commercial transportation, leveraging strong spares growth and operational efficiencies. Management raised its full-year guidance, reflecting confidence in sustained demand and the benefits of strategic capacity investments, particularly in the Engines segment.