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Barometer Capital Management: Howmet Aerospace (HWM) benefits from strong aftermarket, stock up 26.28% year-to-date.
In its Q2 2026 investor letter, Barometer Capital Management highlighted Howmet Aerospace (HWM) as a key contributor to the industrial sector, benefiting from a robust commercial aerospace cycle and strong aftermarket demand for engine parts. The company's stock price has risen by 26.28% over the past year, and its current market capitalization stands at $92.76 billion.
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