Howmet Aerospace (HWM) Fell as It Missed Earnings Expectations

Janus Henderson Investors, an investment management company, released its “Janus Henderson Forty Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 19.34% in the second quarter, compared to the Russell 1000 Growth Index’s 17.84% return.  Stock selection in the information technology and industrials sectors contributed to the relative performance of the fund in the quarter, while stock selection and an overweight in healthcare detracted. US equities delivered strong results in the second quarter despite early tariff worries in April. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Janus Henderson Forty Fund highlighted stocks such as Howmet Aerospace Inc. (NYSE:HWM). Howmet Aerospace Inc. (NYSE:HWM) provides advanced engineered solutions for the aerospace and transportation industries. The one-month return of Howmet Aerospace Inc. (NYSE:HWM) was -3.90%, and its shares gained 80.12% of their value over the last 52 weeks. On August 29, 2025, Howmet Aerospace Inc. (NYSE:HWM) stock closed at $174.10 per share, with a market capitalization of $70.184 billion.

Janus Henderson Forty Fund stated the following regarding Howmet Aerospace Inc. (NYSE:HWM) in its second quarter 2025 investor letter:

“Howmet Aerospace Inc. (NYSE:HWM) was also a top contributor to relative performance. The specialized aircraft components manufacturer’s Q1 2025 earnings exceeded expectations, as the business continued to benefit from cyclical aerospace recovery and aftermarket demand. Howmet has gained market share by investing through the down cycle while competitors pulled back. The company also benefits from industrial gas turbine demand supporting power generation needs for AI infrastructure.”

Howmet Aerospace Inc. (HWM) Could Do Well In H2 2025, Says Jim Cramer

Howmet Aerospace Inc. (NYSE:HWM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 57 hedge fund portfolios held Howmet Aerospace Inc. (NYSE:HWM) at the end of the second quarter, which was 56 in the previous quarter. While we acknowledge the risk and potential of Howmet Aerospace Inc. (NYSE:HWM) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Howmet Aerospace Inc. (NYSE:HWM) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Howmet Aerospace Inc. (NYSE:HWM) and shared the list of top industrial stocks to buy amid easing tariff uncertainties. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.