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Howmet Aerospace Inc

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I don’t see anyone discussing Howmet Aerospace (HWM)…they manufacture Industrial Gas Turbines (IGTs) for power generation, including components like airfoils, disks, seamless rings, and complex forgings. These advanced parts, which include specialized coatings and hot isostatic pressing, are crucial for making next-generation IGTs more efficient and cleaner, supporting the increased demand for electricity from sources like AI data centers. Howmet is 1 of 2 companies in the world that make these components and they’re already backlogged on multiple-million dollar orders for these specific parts due to the (current and accelerating) gigantic demand in the energy industry.
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