Strong Revenue Growth: Howmet Aerospace reported Q2 2025 revenue of $2.53 billion, a 9% increase year-over-year and exceeding guidance. This growth was supported by significant demand in commercial aerospace and defense sectors, indicating a solid recovery trajectory.

Healthy EBITDA and Margin Improvement: EBITDA for the quarter was $589 million, reflecting a 22% increase year-over-year, with EBITDA margins improving by 300 basis points to 28.7%. This performance demonstrates strong operational efficiency amid growth, even with the addition of approximately 400 net new employees.

Increased Guidance for Future Performance: The company raised its full-year revenue guidance by $100 million to $8.13 billion, citing higher expectations for spares and a lift in Boeing's 737 MAX production to 33 per month. Full-year EBITDA guidance was also increased by $70 million to $2.32 billion, showcasing the company's confidence in market demand.