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CWCW

Curtiss-Wright Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 13% YoY at strong marginsRecent insider buyingQuiet on X (21 mentions/wk)
$CW·$26B·Aerospace & Defense·Industrials
$576.66-1.0%YTD+36.6%1Y+20.8%
Mentions · last 7 days
2026-08-22: 6 posts2026-08-23: 0 posts2026-08-24: 4 posts21+50%
Price updated 8m ago·X counts updated 8d ago
CWCW
$CWCurtiss-Wright Corporation
$576.66-1.01%21 posts+50%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 numbersWinding up for a moveAI verdict · as of 2026-08-20

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Defense-and-nuclear equipment maker with an accelerating Navy pipeline — the $100M buyback expansion is the near-term signal.

Curtiss-Wright is a mid-cap defense-industrial supplier — naval propulsion and control systems (a monopoly-level position on US Navy nuclear submarines and aircraft carriers), aerospace embedded computing, and commercial nuclear-power components. The story is a demand cycle turning on multiple engines: Navy shipbuilding, commercial-nuclear restart, and industrial-power capex.

  • Revenue growth is genuinely reaccelerating: Q1 revenue grew 13.4% year-on-year to $914M after 9-15% the prior three — this is the Navy-and-nuclear cycle showing up in the reported numbers, driven by Virginia-class submarine funding and small-modular-reactor development revenue.
  • The $100M buyback expansion is the capital-return commitment: CW added $100M to its 2026 buyback program via a 10b5-1 plan on Aug 10 — reasonable percentage of the $25.5B market cap and a clean signal that management sees the multiple as fair.
  • The insider buying anchors the setup: Director Jeffrey Lyash bought 209 shares at $712 on Aug 10 — small in absolute terms ($149K) but a real P-Purchase (open-market buy) from a director with utility-industry background is the cleanest insider signal at these levels.

Trajectory is coiling at 61% of the 52-week range below the 50-day; the Nov 4 Q3 print needs continued Navy-and-nuclear revenue mix growth plus reaffirmed FY26 guide to justify the 53x multiple — a soft Navy-order disclosure or a commercial-nuclear delay breaks the setup and takes the multiple back toward 35x.

What to watch: Nov 4 Q3 earnings — continued Navy-and-nuclear revenue mix growth plus reaffirmed FY26 guide justifies the 53x trailing multiple; a soft Navy-order disclosure or a commercial-nuclear timing delay breaks the setup and takes the multiple back toward 35x.

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

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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

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $CW

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+15.0%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 $3.79

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$15.23$15.16 – $15.346
FY27$4.1B$4.0B – $4.2B$17.09$16.47 – $17.556
FY28$4.4B$4.4B – $4.5B$19.30$18.98 – $19.576
FY29$4.7B$4.7B – $4.8B$21.16$20.80 – $21.455
FY30$5.1B$5.0B – $5.1B$23.11$22.71 – $23.433

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.2.0×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.34%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.-18.5%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.-13.8%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 today1.8% 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.β0.885-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$166KSellMar 18Gary A OgilbySenior VP & Corp Controller252 sh$174KSellMar 18Farkas K ChristopherCFO1.3K sh$872K
1–10 of 17
+ 23 other (16 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.

+ 12 other (2 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

Curtiss-Wright Awarded $40 Million in Contracts by Leidos to Supply Electromechanical Actuation and Mission Computing for U.S. Army Indirect Fire Protection Capability Programbusinesswire.com·1d agoNuclear Energy Scaling Up Through New Federal Projectsetftrends.com·1d agoWhat to Know About Curtiss-Wright EVP Disposing of $641,000 in Stockfool.com·5d agoCurtiss-Wright (CW) Loses 17.3% in 4 Weeks, Here's Why a Trend Reversal May be Around the Cornerzacks.com·7d ago971 Shares in Curtiss-Wright Corporation $CW Acquired by Callan Family Office LLCdefenseworld.net·7d ago

In themes

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

Defense & DronesNuclear Renaissance

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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.

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