Wolfe Research Picks Five Aerospace Winners

Wolfe Research highlights five aerospace & defense stocks (Curtiss‑Wright, Howmet Aerospace, ATI, Woodward, L3Harris) poised for strong Q2 performance.
Analysts expect earnings beats and possible full‑year guidance upgrades, citing solid defense demand, aerospace market strength, and recent acquisitions.
Specific catalysts include Curtiss‑Wright’s AP1000 order in Poland, Howmet’s CAM acquisition, Woodward’s Valve Research purchase, and L3Harris’s Space Development Agency contract.
ATI reported Q4 2025 revenue of $1.2 bn and EPS $3.79, and its board approved an additional $500 mn stock repurchase program.