Howmet 2025 Guidance Adjusted Amid Tariff Uncertainty

Howmet

Aerospace and Defense Market Shows Diverging Trends

Howmet 2025 guidance has been revised as the company widened its full-year revenue outlook to $7.88bn–$8.18bn. However, the lower end was reduced by $50mn due to increasing tariff-related uncertainty. The company cited potential risks to commercial aviation and freight sectors, particularly in the U.S. market, as key factors for the adjustment.

Strong Defense Aerospace Sales Offset Commercial Concerns

Despite concerns over trade barriers, Howmet 2025 guidance remains supported by robust defense sector growth. The company’s defense aerospace revenue surged by 19% year-over-year to $333mn in Q1. CEO John Plant highlighted that defense demand remains “steady and growing,” contrasting with weakness in commercial aviation driven partly by Boeing’s tensions with Chinese carriers.

Boeing Outlook and Profit Growth Provide Stability

Howmet remains optimistic about Boeing’s short-term outlook, even though Chinese airlines are no longer accepting its aircraft. Boeing is Howmet’s largest customer, making its trajectory critical to Howmet’s performance. Net income in Q1 rose 42% year-over-year to $344mn, reinforcing the company’s stability despite trade headwinds. Howmet 2025 guidance still reflects confidence in its diversified portfolio and market positioning.

The Metalnomist Commentary

Howmet’s strategic flexibility is clear in its response to global tariff volatility. The strength in defense markets may act as a cushion against commercial softness, but ongoing U.S.–China aerospace tensions warrant close monitoring.