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Howmet Aerospace Stock Falls on GE Deal and SpaceX Plans

September 9, 2026

1 min read

Key Takeaways

Howmet Aerospace stock falls 6.5-7.5% on GE Aerospace deal and SpaceX plans.
GE Aerospace acquires CPP for nearly $12 billion.
SpaceX plans to produce turbine blades internally, affecting demand.

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Strategic Implications

This development may indicate a shift towards vertical integration in aerospace, which could reduce demand for independent suppliers like Howmet Aerospace. The company's strong order backlog and blade capacity expansion may mitigate these concerns, but the competitive landscape suggests a challenging environment for Howmet.

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What Happened

Aerospace Supplier Faces Competitive Pressure and Valuation Concerns

Howmet Aerospace stock is under pressure due to GE Aerospace’s acquisition of CPP and concerns over SpaceX’s plans to produce turbine blades internally. Despite this, the company maintains a strong order backlog and plans to expand its blade production capacity. According to reports from CNBC and Investing.com, the stock has fallen sharply, but analyst house Bernstein remains confident in the company’s long-term earnings power, as reported by Investing.com.

Source | Originally Published: September 8, 2026

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