Backed by the robust quarterly performance, Howmet raised its full-year 2026 revenue outlook to between $10.00 billion and $10.10 billion, up from its prior guidance of $9.575 billion to $9.725 billion. Adjusted EBITDA guidance was also lifted to a range of $3.21 billion to $3.25 billion, compared to the previous projection of $3.025 billion to $3.095 billion, while adjusted earnings per share guidance increased to $5.23-$5.31 from $4.88-$5.00. Defense aerospace provided another layer of growth, with revenues from that segment rising 11% year over year in the second quarter and representing 15% of total revenues, supported by robust orders for F-35 engine spares and other legacy fighter programs.