Lockheed Martin and Howmet Aerospace are capitalizing on heightened global tensions and increased defense spending. While Lockheed offers stability and dividends, Howmet provides high-growth potential in specialized aerospace components.
- LMT 2025 revenue reached $75 billion with a $194 billion backlog
- HWM 2025 revenue rose 11% to $8.3 billion with 32% EPS growth
- LMT offers a 2.2% dividend yield vs HWM's 0.18%
- HWM trades at a high forward P/E of 54+ compared to LMT's 20.6
- Proposed 2027 U.S. defense budget target is $1.5 trillion
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