Howmet Aerospace

“We are deploying capital into CAM of about $1.8 billion.”

Howmet agreed to acquire Consolidated Aerospace Manufacturing (CAM), an aerospace fastener and fittings business, for about $1.8 billion.

“For Airbus, the A320 assumed to be 60 a month, while the A350 is at 6 per month.”

Howmet's 2026 guidance assumes Airbus A320 builds of 60 per month and A350 at 6 per month.

“For Boeing, the 737 assumption, is 40 aircraft per month based on a rate of 42 as a daily average coming to the month without vacations.”

Howmet's 2026 guidance is built on Boeing 737 build rates of about 40 aircraft per month.

“Howmet is well positioned in this segment by the supply of turbine blades, where we are the largest manufacturer of gas turbine blades in the world, covering our key customers of GE Vernova, Siemens Power, Mitsubishi Heavy and [ Saldo, Solar and Baker Hughes ], plus parts for aero derivative engines produced by GE Aviation.”

Mitsubishi Heavy is named among Howmet's key gas turbine blade customers.

“Howmet is well positioned in this segment by the supply of turbine blades, where we are the largest manufacturer of gas turbine blades in the world, covering our key customers of GE Vernova, Siemens Power, Mitsubishi Heavy and [ Saldo, Solar and Baker Hughes ], plus parts for aero derivative engines produced by GE Aviation.”

Siemens Power (Siemens Energy) is named among Howmet's key gas turbine blade customers.

“Howmet is well positioned in this segment by the supply of turbine blades, where we are the largest manufacturer of gas turbine blades in the world, covering our key customers of GE Vernova, Siemens Power, Mitsubishi Heavy and [ Saldo, Solar and Baker Hughes ], plus parts for aero derivative engines produced by GE Aviation.”

Howmet supplies parts for aero-derivative engines produced by GE Aviation (GE Aerospace).

“Howmet is well positioned in this segment by the supply of turbine blades, where we are the largest manufacturer of gas turbine blades in the world, covering our key customers of GE Vernova, Siemens Power, Mitsubishi Heavy and [ Saldo, Solar and Baker Hughes ], plus parts for aero derivative engines produced by GE Aviation.”

Baker Hughes is named among Howmet's key gas turbine blade customers in a growing gas turbine market.

“Howmet is well positioned in this segment by the supply of turbine blades, where we are the largest manufacturer of gas turbine blades in the world, covering our key customers of GE Vernova, Siemens Power, Mitsubishi Heavy and [ Saldo, Solar and Baker Hughes ], plus parts for aero derivative engines produced by GE Aviation.”

Howmet names GE Vernova as a key gas turbine blade customer amid strong data-center-driven gas turbine demand; Howmet recently completed new contracts with several of these customers.

“Howmet's improved financial leverage and strong cash generation were reflected in S&P's Q3 rating upgrade from BBB to BBB+, which is 3 notches into investment grade.”

S&P upgraded Howmet's credit rating from BBB to BBB+, a rating-agency action on Howmet's improved balance sheet.

“not just for our customers in Japan, like Mitsubishi Heavy but also other customers like Siemens and GE and Ansaldo, et cetera.”

Mitsubishi Heavy is named as a Japanese gas-turbine customer Howmet is adding capacity to serve.

“not just for our customers in Japan, like Mitsubishi Heavy but also other customers like Siemens and GE and Ansaldo, et cetera.”

Siemens is named among Howmet's large gas-turbine customers as Howmet expands casting capacity for turbine parts.

“not just for our customers in Japan, like Mitsubishi Heavy but also other customers like Siemens and GE and Ansaldo, et cetera.”

GE is named among Howmet's large gas-turbine customers as Howmet expands casting capacity, indicating ongoing turbine-part demand from GE.