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Howmet Aerospace Stock Falls After SpaceX Blade News

September 6, 2026

1 min read

Key Takeaways

Howmet Aerospace stock fell after SpaceX announced in-house blade production.
Q2 2026 revenue reached $2.55 billion, with adjusted EPS at $1.33.
Full-year revenue guidance increased to $10.0-10.1 billion.
Adjusted EPS guidance rose to $5.23-5.31.

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Strategic Implications

This development may indicate a shift in the aerospace supply chain, with SpaceX's decision to produce blades in-house potentially impacting Howmet Aerospace's future demand. The company's strong revenue growth and increased guidance suggest a resilient business, but the market reaction could signal concerns about competitive pressure.

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What Happened

Aerospace Supplier Faces Competitive Pressure Amid Strong Revenue Growth

Howmet Aerospace’s stock price has been affected by SpaceX’s announcement to produce gas-turbine blades and vanes in-house, a move that could impact the aerospace supplier’s future demand. Despite this, Howmet Aerospace reported strong Q2 2026 revenue of $2.55 billion and adjusted EPS of $1.33, with full-year revenue guidance increased to $10.0-10.1 billion. The company’s valuation remains high, with a market capitalization of over $100 billion. This news was first reported by Unknown Source.

Source | Originally Published: September 6, 2026

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