Jim Cramer Highlights Howmet Aerospace as a Strategic Play in Aerospace and Defense

Jim Cramer highlighted Howmet Aerospace (HWM) during a recent segment, labeling the company as 'just in the sweet spot' due to its strategic role in high-growth segments of the aerospace and defense industries. Cramer emphasized HWM’s integration into critical programs, including the Boeing 737 MAX and Lockheed Martin’s F-35 Lightning II, which are central to both commercial aviation recovery and U.S. defense spending. The company’s focus on advanced materials and components for jet engines and airframes aligns with long-term trends in aircraft modernization and fuel efficiency. Howmet Aerospace reported fiscal 2025 revenue of $2.4 billion, a 7% increase year-over-year, driven by higher production rates at major OEMs. The company’s adjusted EBITDA margin reached 22.3%, reflecting strong operational leverage. These metrics underscore HWM’s ability to maintain profitability amid supply chain fluctuations and rising input costs. The firm also maintains a diversified customer base, with over 40% of revenue tied to defense programs and 60% to commercial aerospace—a balanced mix that reduces exposure to single-market downturns. The stock’s performance has mirrored this resilience, with HWM trading at $225.40 as of March 7, 2026, up 14% year-to-date. Analysts tracking the stock include Boeing (BA) and RTX (Raytheon Technologies), both of which have signaled sustained demand for aftermarket and new-build components. Cramer’s comments are likely to boost investor attention, particularly among retail traders seeking exposure to defense infrastructure and aerospace recovery themes.