Curtiss-Wright (CW): Assessing Valuation After Raised 2025 Outlook and Strong Defense, Nuclear Results

Recent commentary from TimesSquare Capital Management spotlighted Curtiss-Wright (CW) after the company reported results exceeding expectations in all major areas and raised its 2025 guidance. The commentary especially noted gains in the Defense Electronic and Nuclear segments.

See our latest analysis for Curtiss-Wright.

Following the robust results and raised outlook, Curtiss-Wright’s share price has climbed into yearly-high territory, reflecting optimism around its margin improvements and growing strength in core segments. The stock’s 1-year total shareholder return of nearly 60% underscores the momentum that’s been building recently against a backdrop of firm guidance and operational advances.

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But with Curtiss-Wright now sitting at record highs and optimism running strong, the key question for investors is whether there is more upside left or if future growth is already reflected in today’s price.

Most Popular Narrative: 3.2% Overvalued

The narrative assigns Curtiss-Wright a fair value just shy of its last close, suggesting little upside for new buyers even after strong results. Here is one of the drivers powering this view:

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 potentially 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.

Want the real story behind this ambitious valuation? The narrative leans on blockbuster growth from nuclear and a margin leap more often seen in tech. Ready to find out what the forecast assumptions really imply for Curtiss-Wright’s next chapter? Dive in for the hidden numbers fueling that price target.

Result: Fair Value of $520.33 (OVERVALUED)

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

However, heavy reliance on major defense and nuclear contracts, as well as possible shifts in customer technology preferences, could challenge Curtiss-Wright’s growth assumptions ahead.

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

Build Your Own Curtiss-Wright Narrative

If you have your own perspective on Curtiss-Wright or want to see the numbers for yourself, it's easy to build a custom 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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