CW: Long Term Profitability And Defense Wins Will Drive Shares Higher

Analysts have raised their price target on Curtiss-Wright from 570 dollars to 660 dollars, citing expectations for stronger long term profitability despite slightly moderating revenue growth assumptions and a marginally higher discount rate.

What's in the News

• Curtiss-Wright increased its share repurchase authorization by 416 million dollars on November 20, 2025, raising the total buyback capacity to 2.066 billion dollars (company announcement).
• Between July 1 and September 30, 2025, the company repurchased 581,775 shares for 290.27 million dollars, bringing cumulative buybacks under the May 2019 program to 6,745,590 shares, or 16.78 percent of shares outstanding, for 1.225 billion dollars (company filing).
• The company issued 2025 guidance, targeting 3.42 billion to 3.455 billion dollars in sales, 617 million to 630 million dollars in operating income, net earnings of 473 million to 482 million dollars, and diluted EPS of 12.60 to 12.85 dollars (company guidance).
• Curtiss-Wright was selected by American Rheinmetall to supply its Turret Drive Stabilization System for the U.S. Army XM30 Combat Vehicle program as it enters the Engineering and Manufacturing Development phase, supporting eight prototype vehicles ahead of a 2027 down select (company announcement).
• The company won a contract from Bell Textron to provide encrypted combined cockpit voice and flight data recorders for the U.S. Army MV-75 FLRAA next generation tiltrotor program, leveraging its Fortress CVR technology compliant with the latest FAA and international standards (company announcement).

Valuation Changes

• Fair Value Estimate has risen meaningfully from 570 dollars to 660 dollars, reflecting a higher assessed long term earnings power.
• Discount Rate has increased slightly from 7.19 percent to 7.63 percent, implying a modestly higher required return for equity holders.
• Revenue Growth has eased slightly from 9.15 percent to 8.94 percent, indicating marginally more conservative top line assumptions.
• Net Profit Margin has improved from 14.66 percent to 15.67 percent, signaling expectations for stronger long term profitability.
• Future P/E multiple has edged up from 40.10 times to 40.90 times, suggesting a small increase in the valuation multiple applied to forward earnings.