Howmet Aerospace Defense Revenues Jump 20% in Q4 on F-35 Spares Demand
Howmet Aerospace’s defense aerospace revenues jumped 20% year over year in Q4 2025, accounting for 17% of total sales. The surge was driven by strong demand for F-35 engine spares and increased orders for new builds and legacy fighter jet parts.
1. Robust Q4 Defense Revenue Growth
In the fourth quarter of 2025, Howmet Aerospace’s defense aerospace segment recorded a 20% increase in revenues compared to Q4 2024, reflecting a significant upswing in military-related business.
2. F-35 Spares Drive Surge
The jump was primarily fueled by elevated orders for engine spares tied to the F-35 program, alongside renewed contracts for both new-build fighter jets and legacy aircraft parts.
3. Defense Now 17% of Total Sales
Defense aerospace contributions rose to 17% of Howmet’s overall sales in the quarter, highlighting the segment’s growing importance within the company’s broader revenue mix.