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CWCW

Curtiss-Wright Corporation

$CW·$28B·Aerospace & Defense·Industrials
$707.84-1.1%YTD+27.6%1Y+46.2%
Mentions · last 7 days
2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 2 posts2026-07-14: 8 posts2026-07-15: 11 posts2026-07-16: 16 posts2026-07-17: 4 posts43+85%
Price updated 3h ago·X counts updated 3h ago
CWCW
$CWCurtiss-Wright Corporation
$707.84-1.09%43 posts+85%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CW, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-17

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

Curtiss-Wright is the specific naval-and-nuclear-defense-electronics compounder — 73% of range with 12.7% ROIC.

Curtiss-Wright is the specific US aerospace-and-defense electronics specialist — the specific supplier for naval, nuclear-power and specialty-defense applications. The stock is at 73% of its 52-week range going into Aug 5 earnings.

Why the setup reads clean:

  • Fundamentals are best-in-class defense-electronics: 18% operating margin, 12.7% return on invested capital, and 37% gross margin at 53x TTM P/E — the specific numbers that let Curtiss-Wright earn a durable premium multiple.
  • The tape confirms institutional positioning: sitting 3.9% below the 50-day but 9% above the 200-day at 73% of the 52-week range with volume 23% above average — the specific pattern of a stock repositioning into an earnings window.
  • The specific naval-and-nuclear positioning is durable: US Navy and specialty-nuclear demand is the specific multi-year backdrop that supports the compounder framing.
  • The check is the multiple: 53x TTM P/E leaves specific room for compression if defense-mix specifically decels — meaning the print has to specifically confirm.

Aug 5 earnings is the trigger. A number confirming continued naval-and-nuclear revenue plus specific commentary on defense backlog extends the leg; a soft naval print or specific backlog decel is the specific setup that would compress the multiple.

What to watch: The Aug 5 print — naval-and-nuclear revenue trajectory, defense-backlog commentary, and any FY guide change. Above-consensus revenue extends the leg; a soft naval print activates compression risk.

On the calendar: 2026-08-05 — Q2 earnings

Read the AI verdict + X sentiment for $CW

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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 — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $CW

Partial — Makes ruggedized defense electronics, actuation systems, and nuclear valves for defense, naval, and industrial customers; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+17.8%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
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%
Q2 2025Aug 6, 2025$3.23$3.12+3.5%
Next earningsWed, Aug 5·consensus EPS $3.62

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 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.8B$3.8B – $3.8B$15.24$15.07 – $15.364
FY27$4.1B$4.0B – $4.2B$17.09$16.55 – $17.606
FY28$4.4B$4.4B – $4.4B$19.38$19.15 – $19.666
FY29$4.7B$4.7B – $4.8B$21.18$20.83 – $21.465
FY30$5.1B$5.0B – $5.1B$22.55$22.18 – $22.863

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.1.2×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.73%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.-3.9%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.+9.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.865-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

SellJun 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$166KSellMar 18Gary A OgilbySenior VP & Corp Controller252 sh$174KSellMar 18Farkas K ChristopherCFO1.3K sh$872KSellMar 17John C WattsEVP & Chief Growth Officer220 sh$149KSellMar 17Robert F FredaSenior VP & Treasurer140 sh$95KSellMar 17Kevin RaymentCOO907 sh$614K
1–10 of 22
+ 31 other (24 awards · 7 exempts) 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
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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-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.

+ 10 other (2 earnings 8-Ks · 2 13Gs · 2 proxys · 1 SD) in window

Recent news

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

Will Curtiss-Wright (CW) Beat Estimates Again in Its Next Earnings Report?zacks.com·4d agoSpaceX Is Losing Money and Borrowing Billions. These 4 Profitable Aerospace Stocks Might Be Better Buys Right Nowfool.com·10d agoCurtiss-Wright Announces $80 Million Multi-Year Investment to Expand Its Operations in Cheswick, Pennsylvaniabusinesswire.com·11d agoCurtiss-Wright to Announce Second Quarter 2026 Financial Resultsgurufocus.com·17d agoCurtiss-Wright to Announce Second Quarter 2026 Financial Resultsbusinesswire.com·17d ago

In themes

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

Defense & DronesNuclear Renaissance

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