- A Look At Curtiss-Wright (CW) Valuation After Q1 Beat And Raised Full-Year Guidance
May 14, 2026
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Curtiss-Wright (CW) just delivered a first quarter that topped analyst expectations on revenue and adjusted profit, raised full-year guidance, and highlighted firm demand in defense and commercial nuclear markets.
See our latest analysis for Curtiss-Wright.
At a share price of $751.00, Curtiss-Wright has seen firm momentum, with an 11.91% 90 day share price return and a very large 5 year total shareholder return. This suggests investors have steadily repriced the stock as recent earnings, buybacks and advanced nuclear contracts have come through.
If strong defense and nuclear themes have your attention, it could be worth broadening your watchlist to see 87 nuclear energy infrastructure stocks
With the stock near its US$756 analyst price target and trading above US$700 after very strong multi year total returns, the key question is whether Curtiss-Wright still offers value or if the market is already pricing in future growth.
Most Popular Narrative: 5.6% Overvalued
At a last close of $751.00 versus a narrative fair value of about $711.43, Curtiss-Wright screens as modestly expensive based on this widely followed valuation.
Record backlog growth (+12% YTD to $3.8b), strong book-to-bill ratios (1.2x in A&D), and a healthy order pipeline in both defense and nuclear align with management's confidence in posting 9 to 10% sales growth, 16 to 19% EPS growth, and over 100 bps of margin expansion in 2025, signaling undervaluation if current pricing underappreciates this forward visibility and operational leverage.
Read the complete narrative.
Curious how that backlog, projected earnings climb, profit margin shift, and higher future earnings multiple all feed into a fair value above $700? The full narrative lays out the revenue path, margin assumptions, buyback impact, and discount rate that underpin this view, and shows how they interact with defense and nuclear demand expectations.
Result: Fair Value of $711.43 (OVERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, heavy reliance on large defense and nuclear contracts, along with potential shifts toward more software focused defense budgets, could quickly challenge this fair value narrative.
Find out about the key risks to this Curtiss-Wright narrative.
Next Steps
After all this, are you leaning bullish or cautious on Curtiss-Wright, and how quickly do you want to firm up your view? Take a closer look at the company's 2 key rewards
Story Continues
Ready for more investment ideas?
Do not stop with one stock. Use the Simply Wall Street Screener to quickly surface fresh ideas or you could miss opportunities that fit your style.
Target resilient compounding potential by focusing on companies that screen as 68 resilient stocks with low risk scores. Hunt for quality at a price that works for you by checking out the screener containing 23 high quality undiscovered gems. Strengthen your income stream by scouting stocks in the 14 dividend fortresses.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CW.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
View Comments
- Curtiss-Wright Announces 10th Consecutive Year of Dividend Increase; Raises Quarterly Dividend by 8% to $0.26 Per Share
May 14, 2026
DAVIDSON, N.C., May 14, 2026--(BUSINESS WIRE)--Curtiss-Wright Corporation (NYSE: CW) today announced that the Board of Directors has authorized and declared an 8% increase in the quarterly dividend, from twenty-four cents ($0.24) per share to twenty-six cents ($0.26) per share, payable July 6, 2026, to stockholders of record as of June 15, 2026. This increase results in an annualized equivalent dividend rate of $1.04 per share.
"This marks the 10th consecutive year that Curtiss-Wright has increased its dividend," said Lynn M. Bamford, Chair and CEO of Curtiss-Wright Corporation. "We believe in providing consistent returns to our shareholders through ongoing share repurchases and are committed to steadily increasing our dividend in alignment with our long-term sales growth. In addition, under our disciplined capital allocation strategy, we remain dedicated to pursuing strategic acquisitions as an accelerator to organic growth, while also targeting operational investments with the highest returns, to drive long-term shareholder value."
About Curtiss-Wright Corporation
Curtiss-Wright Corporation (NYSE: CW) is a global integrated business that provides highly engineered products, solutions and services mainly to Aerospace & Defense markets, as well as critical technologies in demanding Commercial Nuclear Power, Process and Industrial markets. We leverage a workforce of approximately 9,100 highly skilled employees who develop, design and build what we believe are the best engineered solutions to the markets we serve. Building on the heritage of Glenn Curtiss and the Wright brothers, Curtiss-Wright has a long tradition of providing innovative solutions through trusted customer relationships. For more information, visit www.curtisswright.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260514894231/en/
Contacts
Jim Ryan
(704) 869-4621
jim.ryan@curtisswright.com
View Comments
- BWX Technologies Rises 19.7% YTD: Time to Buy, Sell or Hold the Stock?
May 13, 2026
BWX Technologies BWXT shares have gained 19.7% in the year-to-date period, outperforming the 7.9% growth of the Zacks Aerospace-Defense Equipment industry. It also beat the Zacks Aerospace sector’s growth of 0.2% and the S&P 500’s gain of 9%.Zacks Investment Research
Image Source: Zacks Investment Research
Other aerospace-defense equipment stocks, such as AAR Corporation AIR and Curtiss-Wright CW, have also outperformed the industry in the year-to-date period. Shares of AIR have gained 43.5%, while shares of CW surged 32.5%.
While BWXT’s recent performance may prompt some investors to quickly consider adding the stock to their portfolio, it is important to look closely at the factors driving this growth. The key question is whether the company can sustain this momentum or if certain risks may affect its future performance. Evaluating these aspects can help investors make a more informed decision.
Tailwinds for BWXT
BWX Technologies is benefiting from growing global demand for nuclear power and increased military spending, which is driving strong business growth. At the same time, governments are investing heavily in defense modernization programs, including nuclear-powered submarines and naval reactors, where BWXT is a major supplier. These trends helped the company deliver strong financial performance in early 2026 and build an $8.7 billion backlog, providing strong revenue visibility for the years ahead.
BWXT’s growth prospects are supported by strong financial performance and steady contract wins. In May 2026, BWXT released its first-quarter 2026 results, reporting net revenues of $860.2 million, which reflected a 26.1% year-over-year increase. Adjusted earnings per share rose 23.1% to $1.12. The strong quarterly performance highlights healthy demand across its business segments and efficient execution of ongoing programs.
The company also continues to strengthen its position in the defense market through major contract awards. In May 2026, BWXT secured U.S. Naval Nuclear Propulsion Program contracts worth more than $1.4 billion. These include a $1.29 billion contract for long-lead material procurement through fiscal 2026, along with a $165 million contract related to reactor system components and manufacturing work for the Ford-class aircraft carrier program. Such contract wins are expected to support revenue visibility and long-term growth.
BWXT’s Near-Term Estimates
The Zacks Consensus Estimate for BWXT’s 2026 revenues indicates a solid improvement of 17.8% from the prior-year level. The estimate for its 2026 earnings also indicates an improvement of 16.5% from the prior-year level.
The Zacks Consensus Estimate for BWXT’s 2027 revenues and earnings also indicates a similar improvement.
Story Continues
Zacks Investment Research
Image Source: Zacks Investment Research
Further, the upward revision in its 2026 and 2027 earnings estimates over the past 60 days suggests investors’ increasing confidence in this stock’s earnings generation capabilities.Zacks Investment Research
Image Source: Zacks Investment Research
BWXT Shares Trading at a Discount
BWXT shares are trading at a discount, with its forward 12-month Price/Sales (P/S F12M) being 4.87X compared with its industry’s average of 12.09X.Zacks Investment Research
Image Source: Zacks Investment Research
AAR is trading at a P/S F12M of 1.32X, while Curtiss-Wright is trading at a P/S F12M of 7.01X.
BWXT’s ROE
Return on Equity (ROE) measures how effectively a company uses shareholders’ equity to generate profits. BWXT currently has an ROE of 31.33%, which is above the industry average of 12.99%. This indicates that, compared with its industry, the company is generating higher returns on its equity.
Liquidity Position of BWXT
BWXT has a current ratio of 2.40. The ratio, being more than one, indicates that BWXT possesses sufficient capital to pay off its short-term debt obligations.
Its industry peers, AAR and Curtiss-Wright, also maintain current ratios above one. AIR has a current ratio of 2.70, while CW holds 1.52.
Conclusion
BWX Technologies remains well-positioned for long-term growth, supported by steady demand for its defense products, improving operational performance and healthy profitability. The company continues to benefit from rising revenue and earnings expectations, along with positive earnings estimate revisions that reflect confidence in its future growth prospects.
Existing investors may consider retaining their positions given BWXT’s solid fundamentals and strong return on equity. However, investors interested in the stock may prefer to wait for a more attractive entry point before building exposure to the aerospace and defense equipment sector.
BWXT currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
AAR Corp. (AIR) : Free Stock Analysis Report
Curtiss-Wright Corporation (CW) : Free Stock Analysis Report
BWX Technologies, Inc. (BWXT) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
View Comments
- Kratos Defense Stock Slips 24.9% YTD: Should You Buy the Dip?
May 12, 2026
Kratos Defense & Security Solutions, Inc. KTOS shares have lost 24.9% year to date against the Zacks Aerospace-Defense Equipment industry’s growth of 6.6%. However, contract wins and growing demand for unmanned, autonomous tactical systems are driving strong interest in Kratos Defense’s drone and defense technologies. Zacks Investment Research
Image Source: Zacks Investment Research
Other defense equipment stocks like Curtiss-Wright CW and Teledyne Technologies TDY have risen 32.2% and 23.8%, respectively, year to date. Curtiss-Wright is poised to gain from continued strength in the naval defense market, supported by consistent government defense spending. Teledyne Technologies is experiencing solid defense-sector demand, especially in Europe, amid increasing regional military expenditures.
Considering Kratos Defense’s underperformance relative to its industry, investors may be wondering what is the next move. Let’s examine the factors and assess the stock’s investment prospects to make an informed decision.
Tailwinds for KTOS Stock
Kratos Defense is one of the leading providers of unmanned aerial target drones for U.S. and allied militaries, with its strong reputation and proven technology driving consistent contract wins, strategic partnerships, global expansion and long-term competitiveness.
On May 6, 2026, the company reported first-quarter results. Unmanned Systems reported revenues of $82.6 million, reflecting 30.9% organic growth over first-quarter 2025 revenues of $63.1 million. Kratos Government Solutions reported revenues of $288.4 million, reflecting 11.8% organic growth over first-quarter 2025 revenues of $239.5 million. KTOS posted a consolidated book-to-bill ratio of 1.6 to 1, with bookings worth $605.2 million.
In April 2026, Kratos Defense was awarded an Other Transaction Agreement with a total potential value of $446.8 million, contingent on the exercise of all options. Under the agreement, Kratos Defense will lead the development and integration of the ground infrastructure needed to operate resilient missile-warning and missile-tracking satellites in medium Earth orbit, including systems designed to detect advanced threats, such as hypersonic missiles. It strengthens the company’s position as a prime contractor in the rapidly expanding space-based missile defense market.
In March 2026, Kratos Defense was selected by the Naval Surface Warfare Center, Port Hueneme Division for production and delivery of up to 36 Oriole solid rocket motors and three Thrust Vector Control nozzle kits. This $49 million contract is expected to strengthen its revenue visibility and strategic positioning in high-growth defense segments.
Kratos Defense’s collaboration with Airbus to prepare two XQ-58A Valkyrie drones for their first flight with a European mission system marks a significant step toward expanding its unmanned combat technology into international markets. This initiative positions the company not only as a drone manufacturer but also as a key enabler of next-generation autonomous air combat systems globally.
Story Continues
Headwinds for KTOS
Although Kratos Defense shows notable growth prospects, it continues to face certain obstacles. One such obstacle is supply-chain disruption stemming from raw material shortages, which continue to affect the broader defense sector and could adversely impact the company’s operations.
Higher costs for key inputs, such as materials, parts, supplies, and external services (including consultants, subcontractors, and vendors), have materially increased the company’s cost base, potentially weighing on operations, margins and financial forecasts.
Estimates for KTOS Stock
The Zacks Consensus Estimate for 2026 and 2027 earnings per share (EPS) indicates an increase of 40% and 37.48%, respectively, year over year. Zacks Investment Research
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Curtiss-Wright’s 2026 and 2027 EPS indicates an increase of 13.98% and 10.97%, respectively, year over year. The consensus estimate for Teledyne Technologies' 2026 and 2027 EPS implies an increase of 9.19% and 8.09%, respectively, year over year.
KTOS’ Earnings Surprise History
The company beat on earnings in each of the trailing four quarters, delivering an average surprise of 22.64%.Zacks Investment Research
Image Source: Zacks Investment Research
KTOS’ Return on Equity Lower Than Industry
The company’s trailing 12-month return on equity of 4.3% is lower than the industry average of 12.99%. Return on equity, a profitability measure, reflects how effectively a company utilizes its shareholders’ funds to generate income.Zacks Investment Research
Image Source: Zacks Investment Research
KTOS Stock Trades at a Discount
In terms of valuation, KTOS’ forward 12-month price/sales (P/S) is 5.86X, a discount to the industry’s average of 11.98X.Zacks Investment Research
Image Source: Zacks Investment Research
What Should an Investor Do Now?
Kratos Defense continues to strengthen its position in unmanned systems, missile defense, and space infrastructure through strong operational growth, major defense contract wins, and expanding international partnerships. Its recent awards and collaborations reinforce the company’s long-term growth outlook by increasing revenue visibility, enhancing its role in advanced military technologies, and expanding its presence in next-generation autonomous and hypersonic defense programs.
Given its poor ROE and price underperformance, new investors may wait for a better entry point. Investors who already own this Zacks Rank #3 (Hold) stock may consider retaining their position, supported by the company’s strong earnings growth outlook. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Teledyne Technologies Incorporated (TDY) : Free Stock Analysis Report
Curtiss-Wright Corporation (CW) : Free Stock Analysis Report
Kratos Defense & Security Solutions, Inc. (KTOS) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
View Comments
- Rocket Lab Stock Advances 74% in 3 Months: Time to Take Profits?
May 12, 2026
Shares of Rocket Lab Corporation RKLB have surged 74% over the past three months, outperforming the Zacks Aerospace-Defense Equipment industry’s rise of 0.5%. However, the company remains exposed to Neutron development delays, supply-chain constraints and uncertainties tied to U.S. government programs, which could affect backlog conversion, revenue timing, margins and overall financial performance.Zacks Investment Research
Image Source: Zacks Investment Research
In contrast, some stocks from the same industry, such as Curtiss-Wright Corporation CW and Leonardo DRS, Inc. DRS, have also outperformed the industry during the same period. Shares of CW and DRS have risen 6.5% and 8.8%, respectively.
With RKLB shares rallying over the past three months, investors may hold varied perspectives. Let's examine the factors and assess the stock's investment prospects to make an informed decision.
Key Risks for RKLB
Rocket Lab reiterated that Neutron remains on track for its first launch later in 2026, though the timeline remains demanding due to ongoing engine testing, qualification work and recovery system development. Initial launches are also expected to generate lower margins as the vehicle and related systems mature. Any development or testing delays could postpone revenue growth and keep losses and cash usage elevated, which may weigh on the company’s financial performance.
Rocket Lab continues to face supply-chain and component availability challenges across its large space systems business, particularly related to optical terminals and other critical mechanisms. While acquisitions such as Motiv and Mynaric are expected to expand in-house capabilities, integrating and scaling these operations may take time. Delays in component availability or production ramp-ups could slow backlog conversion and shift revenues and cash inflows across quarters, potentially increasing volatility.
A large portion of the backlog is linked to U.S. government programs, exposing the company to budget uncertainties, procurement delays and policy changes. Regulatory approvals may add further execution risks, while any delays in program timelines could affect revenue recognition and increase dependence on external government decisions.
What’s Working in RKLB’s Favor?
Rising national security demand continues to expand Rocket Lab’s role across hypersonics, missile defense and responsive launch programs. In first-quarter 2026, the company signed 31 new Electron and HASTE launch contracts and secured five dedicated Neutron launches, taking its total contracted launch manifest to more than 70 missions.
Story Continues
Rocket Lab also won a $30 million contract for three dedicated HASTE missions for Anduril, with the first launch expected within 12 months, while recent Golden Dome-related work further strengthened its defense exposure. The steady flow of launch contracts is expected to support recurring revenues, improve mission cadence and strengthen long-term growth visibility.
Earnings Estimates for RKLB Stock
The Zacks Consensus Estimate for RKLB’s 2026 earnings per share (EPS) indicates a decline of 11.11% over the past 60 days.Zacks Investment Research
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Curtiss-Wright’s 2026 EPS calls for a rise of 0.33% in the past 60 days. The estimate for Leonardo DRS’ 2026 EPS indicates an increase of 0.79% over the same period.
RKLB Stock’s Poor ROIC
The image below shows that RKLB stock’s trailing 12-month return on invested capital (ROIC) not only lags the peer group’s average return but also reflects a negative figure. This suggests that the company's investments are not yielding sufficient returns to cover its expenses.Zacks Investment Research
Image Source: Zacks Investment Research
Liquidity Position of RKLB
RKLB has a current ratio of 4.48 compared with its industry’s average of 2.17. The ratio, being more than one, indicates that RKLB possesses sufficient capital to pay off its short-term debt obligations.Zacks Investment Research
Image Source: Zacks Investment Research
Its industry peers, Curtiss-Wright and Leonardo DRS, also maintain current ratios above one. CW has a current ratio of 1.52, while DRS holds 1.86.
RKLB Stock Trades at a Premium
Rocket Lab is currently trading at 68.28X, a premium compared to its industry’s 12.09X on a forward 12-month Price/Sales basis.Zacks Investment Research
Image Source: Zacks Investment Research
What Should an Investor Do?
Despite Rocket Lab’s expanding role in national security and launch programs, its near-term outlook remains uncertain due to Neutron development risks, supply-chain challenges and dependence on government contracts. The stock has significantly outperformed the industry in recent months and is currently trading at a steep premium valuation relative to peers. With earnings estimates trending lower and ROIC remaining negative, investors may consider avoiding the stock at current levels.
RKLB currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Curtiss-Wright Corporation (CW) : Free Stock Analysis Report
Rocket Lab Corporation (RKLB) : Free Stock Analysis Report
Leonardo DRS, Inc. (DRS) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
View Comments
- Allspring Mid Cap Growth Fund Q1 2026 Performance And Attribution
May 11, 2026 · seekingalpha.com
The fund outperformed the Russell Midcap Growth Index during the first quarter that ended March 31, 2026. Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space. Curtiss-Wright Corp. reported a strong quarter with solid results and steady backlog growth, and we maintained our position as we view the company as a durable compounder.
- Partnerships, Positive Sentiment Boost U.S. Nuclear
May 11, 2026 · etftrends.com
The nuclear industry has seen a recent flurry of announcements, headlined by two major industry partnerships to rapidly deploy new reactors. These exciting developments come against the backdrop of a new national poll showing increased positive sentiment towards nuclear energy.
- Curtiss-Wright Q1 Earnings Call Highlights
May 9, 2026 · marketbeat.com
Curtiss-Wright NYSE: CW raised its full-year 2026 outlook after reporting first-quarter results that management said exceeded expectations, supported by revenue growth across all three business segments and stronger order activity in defense, commercial nuclear and industrial markets.
- Is Curtiss-Wright’s Earnings Beat, Higher Guidance and Nuclear Push Altering The Investment Case For CW?
May 8, 2026
Curtiss-Wright recently reported first-quarter 2026 results, with revenue rising to US$913.69 million and net income reaching US$128.19 million, alongside higher full-year guidance and continued share repurchases that brought total buybacks under its 2019 program to 7.02 million shares for US$1.38 billion. At the same time, the company advanced its role in next-generation nuclear technology by moving into prototype manufacturing of key systems for X-energy’s Xe-100 high-temperature gas-cooled reactor, underscoring its exposure to emerging clean power applications and energy-intensive data center demand. We’ll now examine how Curtiss-Wright’s earnings beat and upgraded guidance may reshape its investment narrative built around defense and nuclear growth.
We've uncovered the 12 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.
Curtiss-Wright Investment Narrative Recap
To own Curtiss-Wright, you really need to believe its defense and nuclear businesses can keep converting a growing backlog into higher earnings while managing contract and technology risk. The Q1 2026 beat, higher guidance, and record order book support the near term growth story, while the biggest near term risk still looks tied to execution and timing on large defense and nuclear programs rather than any single quarter. The latest results do not fundamentally change that balance.
The most relevant update here is Curtiss-Wright’s move into prototype manufacturing for X-energy’s Xe-100 reactor systems. This shifts its nuclear role from design work toward hardware that could benefit if advanced reactors and energy intensive data centers see greater adoption. For investors focused on catalysts, it reinforces nuclear as a second earnings engine alongside defense, but it also highlights exposure to policy, regulatory, and project timing risks around the global nuclear buildout.
Yet even with this strong quarter, investors should be aware that budget delays and program timing in defense electronics could still...
Read the full narrative on Curtiss-Wright (it's free!)
Curtiss-Wright's narrative projects $4.0 billion revenue and $593.3 million earnings by 2028. This requires 6.8% yearly revenue growth and about a $141.9 million earnings increase from $451.4 million today.
Uncover how Curtiss-Wright's forecasts yield a $711.43 fair value, in line with its current price.
Exploring Other PerspectivesCW 1-Year Stock Price Chart
Some of the lowest ranked analysts were already cautious, assuming revenue would rise to about US$4.4 billion and earnings to around US$748 million by 2029, and worrying that naval timing and Defense Electronics disruptions could squeeze margins. Compared with the more upbeat consensus, that is a much more pessimistic story, and Q1’s upside surprise and upgraded guidance may challenge those assumptions and prompt you to weigh how different these views really are.
Story Continues
Explore 4 other fair value estimates on Curtiss-Wright - why the stock might be worth as much as 8% more than the current price!
The Verdict Is Yours
Don't just follow the ticker - dig into the data and build a conviction that's truly your own.
A great starting point for your Curtiss-Wright research is our analysis highlighting 2 key rewards that could impact your investment decision. Our free Curtiss-Wright research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Curtiss-Wright's overall financial health at a glance.
No Opportunity In Curtiss-Wright?
Our daily scans reveal stocks with breakout potential. Don't miss this chance:
This technology could replace computers: discover 27 stocks that are working to make quantum computing a reality. Invest in the nuclear renaissance through our list of 91 elite nuclear energy infrastructure plays powering the global AI revolution. Capitalize on the AI infrastructure supercycle with our selection of the 40 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CW.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
View Comments
- Curtiss-Wright Corporation Beat Revenue Forecasts By 5.8%: Here's What Analysts Are Forecasting Next
May 8, 2026
Curtiss-Wright Corporation (NYSE:CW) investors will be delighted, with the company turning in some strong numbers with its latest results. Results were good overall, with revenues beating analyst predictions by 5.8% to hit US$914m. Statutory earnings per share (EPS) came in at US$3.46, some 4.1% above whatthe analysts had expected. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Curtiss-Wright after the latest results.
Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit.NYSE:CW Earnings and Revenue Growth May 8th 2026
Taking into account the latest results, the consensus forecast from Curtiss-Wright's eight analysts is for revenues of US$3.76b in 2026. This reflects a satisfactory 4.2% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to rise 8.4% to US$15.02. In the lead-up to this report, the analysts had been modelling revenues of US$3.75b and earnings per share (EPS) of US$14.99 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
See our latest analysis for Curtiss-Wright
There were no changes to revenue or earnings estimates or the price target of US$756, suggesting that the company has met expectations in its recent result. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Curtiss-Wright analyst has a price target of US$870 per share, while the most pessimistic values it at US$614. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. It's pretty clear that there is an expectation that Curtiss-Wright's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 5.6% growth on an annualised basis. This is compared to a historical growth rate of 8.5% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 8.8% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Curtiss-Wright.
Story Continues
The Bottom Line
The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at US$756, with the latest estimates not enough to have an impact on their price targets.
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Curtiss-Wright going out to 2028, and you can see them free on our platform here.
You can also view our analysis of Curtiss-Wright's balance sheet, and whether we think Curtiss-Wright is carrying too much debt, for free on our platform here.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
View Comments
