Howment Aerospace Inc. (Hwm): Taurus’s case theory

We encountered a Saudi thesis On Howme Aerospace Inc. On x.com by Qualitybargain. In this article, we will summarize the bull thesis on HWM. Howment Aerospace Inc. In the amount of $ 178.98 as of September 9. HWM’s Thurly and Forward P/E 52.33 and 41.15, respectively, according to Yahoo’s funding.

Jordan Tan / Shockrestrok

The results of the last second quarter have highlighted both the positives and the interim opposite sticks of the company, which eventually enhances the long -term growth story. On the upscale direction, spare parts revenue has grown by 40 %, now represented 20 % of the total revenue, while engine products have witnessed an O & G and IGT industrial acceleration. Engineering structures have benefited from the unification of the fingerprint, rationalizing the mixing of the product, supporting the margins, and forged wheels better than expected. The company also raised the guidelines of FY25 Capex by $ 40 million, which reflects the increase in investment in capabilities supported by expected monetary tax advantages.

Some of the pressures in the near term were clear, especially from storage in commercial aircraft that affect the revenue of engineering structures and the sequential decline in the installation margins, due to a large extent to the withdrawal of customs tariffs. While the Q2 increasing margin came by 61.3 %, less than 66.9 % model and market expectations by 69 %, revenues and beas indicate total flexibility. The guidance indicates that gradual margins in the mid -1940s for 2 hours FY25, reflecting the recovery in fasteners with the normalization of timing and tariff effects.

Looking at the future, the company’s investment in the new capacity, the operational lever is produced by the number of employees, the decisive role in the supply chain of the hot section, and early growth in IGT codes indicates a structurally margin profile. With high construction rates, pricing advantages continue, revenue growth acceleration, additional margins can reach the mid-1940s by 26-28 on high-number revenue growth, higher than consensus expectations.

For investors, this puts the arrow as a long -term opportunity in the long run, with access to approximately 30x forward by FY27, driven by both upper acceleration and margin expansion. Regardless of the short -term noise, the basic basics supports a strong and durable growth path.

Previously, we covered a Saudi thesis On Axon Enterprise, Inc. (AXON) by Radnorcapital in March 2025, which highlighted the growth of rapid revenue, reservations for strong institutions, deepening customer penetration with a net revenue retaining by 123 %. The arrow has been estimated about 46.5 % since our coverage with the thesis played. This thesis still stands with the expansion of its juice axis with drones and artificial intelligence solutions. Jundaybargain shares a contradiction, but emphasizes the investments of space capabilities, operating implementation, and margin expansion, with a highlight of long -term growth despite the opposite winds of space near the term.