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Howmet

Organization

Heard in 4 episodes across 4 shows since Aug 2026

A U.S. aerospace manufacturer supplying engineered components and advanced materials, including turbine blades and other aircraft-engine parts.

Episodes

4
across 4 shows

First heard

Aug 2026

Expert statements

3
3 positive

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20262
Sep 20262
Oct 20260

What experts have said about Howmet

3 statements · 3 positive

  1. Qiao MaPositiveAug 7, 2026· The Rules of Investing

    Howmet is uniquely capable of making the best turbine blades.

    “there's only one person in the entire world that can make the best blades, and that's Helmut.”

    Listen at 46:03

    Open the episode · Two attributes to make you a better investor
  2. Qiao MaPositiveAug 7, 2026· The Rules of Investing

    Howmet benefits from three simultaneous long-term structural demand drivers.

    “This is a business that used to be an old school industrial. All of a sudden, 3 very long-term structural demand drivers hitting them all at the same time.”

    Listen at 47:49

    Open the episode · Two attributes to make you a better investor
  3. Qiao MaPositiveAug 7, 2026· The Rules of Investing

    Howmet has delivered quarterly earnings upgrades since Munro bought it.

    “since we owned it probably 2.5 years ago, every single quarter it was just a classic earnings upgrade.”

    Listen at 48:42

    Open the episode · Two attributes to make you a better investor
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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

4 episodes featuring Howmet, newest first

Howmet · PodLume