AI-related GrowthHWM could benefit from AI-related growth as data center demand increases, potentially doubling its IGT business revenues.
Global Transition To Next-Generation EnginesHowmet Aerospace is expected to benefit from the global transition to next-generation engines, leading to continued strong demand for its products.
Market Share GainsMarket share gains at Wheels and Defense OEM and spare growth at Defense Aerospace represent further multi-year growth catalysts, aiding margins and FCF growth.