H
Howmet
Organization
A U.S. aerospace manufacturer supplying engineered components and advanced materials, including turbine blades and other aircraft-engine parts.
What experts have said about Howmet
3 statements · 3 positive
Howmet is uniquely capable of making the best turbine blades.
“there's only one person in the entire world that can make the best blades, and that's Helmut.”
Open the episode · Two attributes to make you a better investorListen at 46:03
Howmet benefits from three simultaneous long-term structural demand drivers.
“This is a business that used to be an old school industrial. All of a sudden, 3 very long-term structural demand drivers hitting them all at the same time.”
Open the episode · Two attributes to make you a better investorListen at 47:49
Howmet has delivered quarterly earnings upgrades since Munro bought it.
“since we owned it probably 2.5 years ago, every single quarter it was just a classic earnings upgrade.”
Open the episode · Two attributes to make you a better investorListen at 48:42
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
