Curtiss-Wright (CW): Assessing Valuation After Key U.S. Army Contract Wins in Defense Tech

Curtiss-Wright, fresh off new contract wins with American Rheinmetall and Bell Textron, will supply advanced turret stabilization and encrypted flight data recorders to two key Army modernization programs. These deals highlight the company’s role in the evolution of U.S. military technology.

See our latest analysis for Curtiss-Wright.

Curtiss-Wright’s recent wins with two flagship Army programs have put fresh momentum behind the stock, reflected in a striking 57.45% total shareholder return for the past year. The company’s long-term track record is just as impressive, with a 231.65% total return over three years. This highlights compounding optimism around its leading defense technologies and growth potential.

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The rally has been remarkable. However, with shares hovering near analyst targets, investors have to ask whether there is still untapped value left or if Curtiss-Wright’s future growth has already been fully priced in.

Most Popular Narrative: 4.2% Overvalued

With Curtiss-Wright trading at $553.08 versus a most-followed narrative fair value of $530.83, the narrative leans toward the stock being somewhat expensive right now. This sets the stage for deeper questions about whether current optimism is capturing all future prospects or overshooting them.

The global nuclear resurgence, driven by decarbonization, energy security, and supportive regulatory moves (such as the U.S. plan to quadruple domestic nuclear output by 2050), underpins significant optionality for Curtiss-Wright's nuclear segment. The CEO has outlined opportunities to quadruple commercial nuclear revenues to $1.5 billion by the middle of the next decade, setting up a long-cycle growth engine for both the top line and improved margins from high-value content.

Read the complete narrative.

Curious about the projections powering this fair value? The narrative hinges on bold profit expansion, future-driven margin gains, and ambitious revenue blueprints. Find out which financial leaps are built into the numbers by reading the full narrative.

Result: Fair Value of $530.83 (OVERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, shifts in defense budgets or delays in nuclear project rollouts could pose real challenges to Curtiss-Wright's future growth assumptions.

Find out about the key risks to this Curtiss-Wright narrative.

Build Your Own Curtiss-Wright Narrative

If you want to put your own perspective to the test, you can dive into the numbers and build your personal narrative in just a few minutes. Do it your way

A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Curtiss-Wright.

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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.

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