How Curtiss-Wright’s (CW) Strong Track Record Ahead of Earnings Will Impact Investor Expectations

• Curtiss-Wright is set to report earnings this Wednesday after market close, with analysts forecasting 8.6% year-on-year revenue growth for the quarter following a prior period that exceeded revenue estimates.
• An interesting aspect is that Curtiss-Wright has consistently outperformed revenue projections every quarter for the past two years, generating heightened anticipation for this upcoming report.
• With analysts and investors focused on the company's history of beating estimates, we'll assess how this track record influences Curtiss-Wright's current investment narrative.

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Curtiss-Wright Investment Narrative Recap

Shareholders in Curtiss-Wright are often drawn to its exposure to rising global defense budgets, the nuclear power buildout, and a consistent ability to deliver on growth and profitability targets. While the company’s track record of surpassing revenue projections supports the near-term catalyst of continued defense contract momentum, this earnings release alone does not materially lessen the significant risk from project timing, renewal, and budget-driven volatility in its largest markets. A recent announcement that stands out is Curtiss-Wright’s October award to provide Turret Drive Stabilization Systems for the U.S. Army’s XM30 Combat Vehicle prototype. This contract highlights the company’s ongoing relevance in next-generation defense programs, aligning with investor attention on defense tailwinds, yet also underscores that future performance will remain tightly linked to major program awards and U.S. defense spending cycles. Yet, if government budget pressures return sooner than expected, investors should be aware that...

Read the full narrative on Curtiss-Wright (it's free!)

Curtiss-Wright's narrative projects $4.0 billion revenue and $593.3 million earnings by 2028. This requires 6.8% yearly revenue growth and a $141.9 million earnings increase from $451.4 million.

Uncover how Curtiss-Wright's forecasts yield a $569.50 fair value, a 5% downside to its current price.

Exploring Other Perspectives

Fair value estimates from the Simply Wall St Community range widely from US$378.91 to US$569.50, reflecting just two differing outlooks. Considering Curtiss-Wright’s dependence on large, cyclical defense contracts, market participants may see future revenue predictability and project timing risks quite differently.

Explore 2 other fair value estimates on Curtiss-Wright - why the stock might be worth as much as $569.50!

Build Your Own Curtiss-Wright Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Curtiss-Wright research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Curtiss-Wright research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Curtiss-Wright's overall financial health at a glance.

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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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