Curtiss-Wright Corp.

Curtiss-Wright Corp.

CW

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Market Cap$27.62B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Curtiss-Wright Corp.Curtiss-Wright Corp.540.13%19%7.60.7

Earnings Call Q1 2026

May 7, 2026 - AI Summary

Strong Q1 results; profitability expanding faster than sales - Sales $914M, +13% YoY. - Operating income outpaced sales, driving +100 bps operating margin expansion; Q1 operating margin 17.6%. - Diluted EPS +23% YoY, slightly ahead of expectations, driven primarily by strong Aerospace & Industrial performance. - New orders +15% with book-to-bill 1.3x (mid-teens growth in each of the 3 segments) → supports rising backlog visibility (record ~$4.3B).
Upsized 2026 full-year guidance (investors point: margin growth and cash flow were raised) - Outlook raised across key metrics: - Sales +7% to +8% (growth improved from better defense and commercial nuclear outlook plus stronger order book). - Operating margin now targeting record 19.0% to 19.2% (+40 to +60 bps). - Diluted EPS +13% to +16% → $14.90 to $15.30. - Free cash flow guide raised to $580M–$600M (about +5% to +8% YoY), still targeting strong conversion (~105%). - Management reiterated that they expect operating income to outpace sales for margin expansion.
Segment outlook: growth concentrated in A&I and Naval/Power; some timing conservatism in ground defense - Aerospace & Industrial (A&I): sales +6% to +8%; operating income +13% to +15%; margin 18.4%–18.6%. - Defense Electronics: sales +4% to +6%; operating margin expected to be 27.3%–27.5% (record), but some revenue timing sensitivity remains. - Notably, management continues a conservative approach in tactical communications due to FY’26 budget/timing delays. - Naval & Power: sales +9% to +11%; operating income +13% to +15%; margin +40 to +60 bps, reflecting stronger-than-expected submarine ramp and commercial nuclear aftermarket.

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$745.83

Target Price by Analysts

1.6% upsideCurtiss-Wright Target Price DetailsTarget Price
$317.87

Current Fair Value

56.7% downside

Overvalued by 56.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$27.62 Billion
Enterprise Value$28.99 Billion
Dividend Yield$0.96 (0.13%)
Earnings per Share$12.94
Beta0.87
Outstanding Shares36,897,000

Return

Return on Equity19.42%ROE
Return on Assets9.70%
Return on Invested Capital14.42%

Valuation & Multiples

P/E Ratio53.97P/E Ratio
PEG203.71PEG
Price to Sales7.57Price to Sales
Price to Book Ratio10.34Price to Book Ratio
Enterprise Value to Revenue8.04
Enterprise Value to EBIT51.41
Enterprise Value to Net Income56
Total Debt to Enterprise0.06
Debt to Equity0.65Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$3.31
Average shareholder expectation
Revenue Estimate
$863.83 M
Average shareholder expectation

Next Earnings Call

Expected Date
August 5, 2026
EPS Estimate
$3.56
Average shareholder expectation
Revenue Estimate
$925.56 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0403▲ 25.91%
Total Calls119,000▲ 115.19%
Total Puts123,800▲ 186.57%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %82.18%▲ 0.26%
Total Invested$20.89B▲ 23.54%
Investors Holding914▲ 66.00%

ESG Score

No data

About Curtiss-Wright Corp.

CEO: David Adams

Relevant Senate Committees

Joint Committee on Taxation

This committee provides critical analysis and revenue estimates for all tax legislation, directly influencing corporate tax structures and capital investment credits that affect Curtiss-Wright's financial health and strategic planning.

Finance

This powerful committee controls taxation and trade policy, directly impacting Curtiss-Wright's corporate profitability, investment decisions, and supply chain costs through tax rates and tariffs.

Appropriations

This committee directly allocates discretionary federal spending for defense programs, scientific research, and infrastructure projects, determining precise cash flows and order books for Curtiss-Wright's government-dependent segments.

Armed Services

Curtiss-Wright is a significant defense contractor, providing components for military applications. This committee directly oversees the Department of Defense and authorizes the annual NDAA, which determines their revenue streams.

Environment and Public Works

Curtiss-Wright provides products for nuclear power plants, which are directly regulated by the Nuclear Regulatory Commission (NRC), an agency overseen by this committee. Infrastructure spending also benefits their industrial valve segment.