Aerospace Parts Stocks Surge 7% Ahead of Earnings, Market Cap Increases by Over $8 Billion in a Day

Howmet Aerospace Inc. (NYSE: HWM) closed at $223.16 on February 6, up 6.58%, on the New York Stock Exchange. Trading volume reached 1.47 million shares, and its market capitalization swelled to about $89.7 billion (roughly ₩121 trillion), adding approximately $6.3 billion (around ₩8.5 trillion) in a single day.

Market participants view this surge as driven by anticipation ahead of the company’s fourth-quarter 2025 earnings release, scheduled for February 12. Wall Street consensus forecasts earnings per share of $0.96 and revenue near $2.1 billion. The key question is whether Howmet will reaffirm its guidance of achieving roughly $9 billion in annual revenue by 2026. ()

Howmet Aerospace, created from Alcoa’s spin-off, manufactures precision components for the aerospace and defense industries. It supplies jet-engine parts, structural materials and fasteners to Boeing, Airbus and major defense contractors. Driven by demand for more fuel-efficient aircraft and increased global defense spending, the company has delivered double-digit revenue growth and margin improvements in recent years, cementing its status as a structural growth stock. ()