TickerTalks
Browse all tickers →
TickerTalks›$CW
CWCW

Curtiss-Wright Corporation

$CW·$19B·Aerospace & Defense·Industrials
$501.49+0.2%YTD-9.6%1Y-9.9%
Price updated 8h ago·X counts updated 4d ago
CWCW
$CWCurtiss-Wright Corporation
$501.49+0.20%54 posts0.9×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $CW on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

54X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $CW's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CW — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Curtiss-Wright at 8% of range with Zacks upgrade to Buy — a quality defense compounder on sale into Nov 4 earnings.

Curtiss-Wright is a specialty defense-and-aerospace-components company — reactor-controls for nuclear submarines, actuators, and specialty industrial automation. The 2026 drawdown reflects general defense-cycle concerns, now meeting specific sell-side upgrade.

  • The P&L is quietly compounding: Q2 revenue grew 13.4% YoY to $914M at a 17.6% operating margin and $3.47 EPS, with trailing EPS beats of 3% and 5.1% — modest consistent surprises on a defense-specialty compounder where Street models tend to be conservative on backlog conversion.
  • The specific capital-markets signal is substantive: Zacks Buy upgrade plus the Dividend Champions coverage — these are coordinated signals that institutional buyers are positioning around a reclaim as the defense cohort rebuilds.

At 8% of its 52-week range and 19% below the 200-day going into Nov 4 earnings, the setup is a classic defense-compounder-at-drawdown turnaround coil. Another 5%+ EPS surprise plus specific nuclear-submarine-contract backlog commentary is the trigger for a reclaim; a soft defense-booking number or any aerospace-cycle warning is the invalidation.

What to watch: Nov 4 Q3 earnings — defense-segment revenue growth, operating margin direction, backlog growth, dividend declaration, and FY27 guide. 5%+ EPS surprise plus backlog growth is the trigger; defense-booking softness is the invalidation.

On the calendar: 2026-11-04 — Q3 earnings

event ahead 30ddefense compounder

Read the AI verdict on $CW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Makes ruggedized defense electronics, actuation systems, and nuclear valves for defense, naval, and industrial customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $CW.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $CW

Partial — Makes ruggedized defense electronics, actuation systems, and nuclear valves for defense, naval, and industrial customers.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
52.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
37.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$3.72$3.61+3.0%
Q1 2026May 6, 2026$3.48$3.31+5.1%
Q4 2025Feb 11, 2026$3.79$3.69+2.7%
Q3 2025Nov 5, 2025$3.40$3.30+3.0%
Next earningsWed, Nov 4·consensus EPS $3.77

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$913.7M+13.4%36.3%17.6%$3.47$-17.5M
Q4 FY25$947.0M+14.9%37.5%19.4%$3.71$315.1M
Q3 FY25$869.2M+8.8%37.7%19.1%$3.34$175.9M
Q2 FY25$876.6M+11.7%37.2%17.8%$3.21$117.2M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.8B$3.8B – $3.8B$15.32$15.25 – $15.437
FY27$4.1B$4.1B – $4.2B$17.15$16.63 – $17.577
FY28$4.5B$4.4B – $4.5B$19.34$19.08 – $19.597
FY29$4.8B$4.7B – $4.9B$21.20$20.89 – $21.563
FY30$5.2B$5.1B – $5.2B$23.37$23.04 – $23.775

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.4%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-14.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-25.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.885-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 28Larry D WycheDirector100 sh$60KSellAug 27John C WattsEVP & Chief Growth Officer1.0K sh$641KBuyAug 10Jeffrey J. LyashDirector209 sh$149KSellJun 15John C WattsEVP & Chief Growth Officer200 sh$154KSellJun 12Lynn M BamfordCEO2.5K sh$1.9MSellJun 9Gary A OgilbySenior VP & Corp Controller399 sh$288KSellJun 9Lynn M BamfordCEO2.5K sh$1.8MSellMay 27John C WattsEVP & Chief Growth Officer220 sh$166K
+ 9 other (9 awards) in window

See when $CW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeOct 68-K — Item 5.02: Officer or director change
8-KOfficer or director changeSep 228-K — Item 5.02: Officer or director change
AI summary

Curtiss-Wright Corporation (CW) appointed Kevin M. Rayment as President and CEO and a board member, effective January 1, 2027, succeeding retiring CEO Lynn M. Bamford who will transition to Executive Chair. Rayment, who has been COO since April 2021, will receive an annual base salary of $1.1M, a 125% target bonus, and a 2027 long-term incentive award. This is an orderly, planned succession at a defense-industrial company with an experienced internal successor.

8-KAgreement terminatedMay 208-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Curtiss-Wright Corporation (CW) filed an 8-K on May 19, 2026 disclosing a material definitive agreement (Item 1.01), termination of a material definitive agreement (Item 1.02), creation of a direct financial obligation (Item 2.03), and an other-event disclosure (Item 8.01). Curtiss-Wright is a Davidson, North Carolina-based defense and industrial technology company. The simultaneous new agreement, terminated agreement, and new financial obligation suggest a refinancing transaction — replacing an existing credit facility with a new one — which is a material capital structure event.

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
AI summary

CW held its Annual Meeting of stockholders around 2026-05-08 (8-K Item 5.07). Stockholders elected 9 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

3New insider — initial holdingsMay 73
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CW on 2026-05-07, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 9 other (3 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Curtiss-Wright Installs Stage 1 Simulator at TerraPower's Natrium Site in Kemmerer, WYbusinesswire.com·2d agoCurtiss-Wright Announces CFO Transitionbusinesswire.com·10d agoCurtiss-Wright (NYSE:CW) and AerSale (NASDAQ:ASLE) Head-To-Head Analysisdefenseworld.net·12d agoDividend Champion, Contender, And Challenger Highlights: Week October 4seekingalpha.com·14d agoCurtiss-Wright (CW) Upgraded to Buy: Here's Whyzacks.com·15d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesNuclear Renaissance

More in Aerospace & Defense

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SPCX$RKLB$FLY$SIF$BA$LUNR$RDW$ACHR
Voices on X · last 7 days

No standout posts about $CW on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport