Howmet Aerospace

Howmet’s leadership appears experienced and aligned with shareholder interests. CEO John Plant (72) has decades of operational roles, including former CEO of TRW Automotive and co-CEO of Arconic, indicating deep industry expertise.

The board has overseen strong execution: margins have expanded and capital returns have been aggressive under this team. No recent governance or accounting issues are apparent. While not a founder-led startup, Plant’s long tenure suggests stability.

We see management quality as high (≈75) due to its track record on growth and disciplined capital return.