Did Earnings Guidance Raise Just Shift Howmet Aerospace (HWM) Investment Narrative?
Published . Updated .
This report is about aerospace.
Directly affected
- HWM Howmet Aerospace-13.3% 30d
Named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d
iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “aerospace” (aerospace) in this story.
- GE GE Aerospace-5.4% 30d
GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story.
- TDG TransDigm Group+3.4% 30d
TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story.
- BA The Boeing-14.7% 30d
The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story.
- DAL Delta Air Lines-2.9% 30d
Delta flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “aerospace” in this story
- UAL United Airlines Holdings+1.0% 16d
United flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “aerospace” in this story
- RTX Rtx+2.3% 11d
Rtx (aircraft engines and engine parts): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| HWM | -2.50% | -2.02% | base | after close | after close | after close | after close |
| ITANo price data for this ticker | — | — | — | — | — | — | — |
| GE | -4.44% | -0.15% | base | after close | after close | after close | after close |
| TDG | -1.53% | -0.79% | base | after close | after close | after close | after close |
| BANo price data for this ticker | — | — | — | — | — | — | — |
| DAL | -1.19% | +0.26% | base | after close | after close | after close | after close |
| UAL | -3.41% | -0.75% | base | after close | after close | after close | after close |
| RTX | -1.19% | -1.88% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Did Earnings Guidance Raise Just Shift Howmet Aerospace (HWM) Investment Narrative? Yahoo Finance
Source: Yahoo Finance
The price since 31 Oct 2026: IShares U.S. Aerospace & Defense ETF (ITA) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| DAL | three days earlier | +0.26% | final price |
| DAL | five days earlier | -1.19% | final price |
| General Electric (GE) | three days earlier | -0.15% | final price |
| General Electric (GE) | five days earlier | -4.44% | final price |
| Howmet Aerospace (HWM) | three days earlier | -2.02% | final price |
| Howmet Aerospace (HWM) | five days earlier | -2.50% | final price |
| RTX | three days earlier | -1.88% | final price |
| RTX | five days earlier | -1.19% | final price |
| TransDigm Group (TDG) | three days earlier | -0.79% | final price |
| TransDigm Group (TDG) | five days earlier | -1.53% | final price |
| UAL | three days earlier | -0.75% | final price |
| UAL | five days earlier | -3.41% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Byron Donalds sold Howmet Aerospace (HWM), worth $1,001 - $15,000 on 11 Aug 2026. That is 81 days before publication. Filed 15 Sep 2026. View the filing.
- Rep. Byron Donalds sold Howmet Aerospace (HWM) (held by a spouse), worth $1,001 - $15,000 on 11 Aug 2026. That is 81 days before publication. Filed 15 Sep 2026. View the filing.
- Rep. Maria Elvira Salazar sold General Electric (GE), worth $1,001 - $15,000 on 24 Sep 2026. That is 37 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold General Electric (GE), worth $1,001 - $15,000 on 24 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold TransDigm Group (TDG), worth $15,001 - $50,000 on 28 Aug 2026. That is 64 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. April McClain Delaney sold TransDigm Group (TDG) (held by a dependent child), worth $100,001 - $250,000 on 25 Aug 2026. That is 67 days before publication. Filed 9 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought TransDigm Group (TDG), worth $1,001 - $15,000 on 24 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Boeing (BA), worth $1,001 - $15,000 on 24 Sep 2026. That is 37 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Boeing (BA), worth $1,001 - $15,000 on 24 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Boeing (BA), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 71 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold United Airlines Holdings (UAL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 57 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought United Airlines Holdings (UAL) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 89 days before publication. Filed 4 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)
Companies tied to this story
- ITA IShares U.S. Aerospace & Defense ETF
IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Did Earnings Guidance Raise Just Shift Howmet Aerospace (HWM) Investment Narrative?.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “aerospace” (aerospace) in this story
- HWM Howmet Aerospace
Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Did Earnings Guidance Raise Just Shift Howmet Aerospace (HWM) Investment Narrative?.” Reason on file: Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
- BA Boeing
For “Did Earnings Guidance Raise Just Shift Howmet Aerospace (HWM) Investment Narrative?,” Boeing (BA) is linked, with no stored direction, medium confidence. Reason on file: The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
- GE General Electric
In “Did Earnings Guidance Raise Just Shift Howmet Aerospace (HWM) Investment Narrative?,” General Electric (GE) is linked, with no stored direction, medium confidence. Reason on file: GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
- TDG TransDigm Group
In “Did Earnings Guidance Raise Just Shift Howmet Aerospace (HWM) Investment Narrative?,” TransDigm Group (TDG) is linked, with no stored direction, medium confidence. Reason on file: TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
IShares U.S. Aerospace & Defense ETF (ITA)
IShares U.S. Aerospace & Defense ETF (ITA) is the company in “Did Earnings Guidance Raise Just Shift Howmet Aerospace (HWM) Investment Narrative?,” the 31 Oct 2026 this story story.
For IShares U.S. Aerospace & Defense ETF (ITA), the reason on file says iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “aerospace” (aerospace) in this story
Also listed, Howmet Aerospace (HWM): Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
Dates in the story, and the IShares U.S. Aerospace & Defense ETF (ITA) price range
BA traded between 165.01 and 195.02 across 20 sessions. The latest close on file is 171.56. HWM traded between 183.52 and 232.72 across 20 sessions. The latest close on file is 199.30. ITA traded between 197.59 and 215.76 across 20 sessions. The latest close on file is 209.72.
A simple score for IShares U.S. Aerospace & Defense ETF (ITA)
40 out of 100
“Did Earnings Guidance Raise Just Shift Howmet Aerospace (HWM) Investment Narrative?” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.