How Investors May Respond To Curtiss-Wright (CW) Expanding Share Buybacks and Boosting Dividends

• Curtiss-Wright Corporation recently announced a significant $416 million increase to its share repurchase program, raising the total authorization to $2.07 billion, and declared a quarterly dividend of $0.24 per share payable December 12, 2025, to shareholders on record as of November 28.
• This expanded buyback authority highlights Curtiss-Wright’s ongoing commitment to capital returns and suggests management holds confidence in the company’s financial outlook.
• With Curtiss-Wright increasing its share repurchase program, we'll examine how enhanced capital allocation priorities alter the company’s investment narrative.

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Curtiss-Wright Investment Narrative Recap

Owning shares in Curtiss-Wright means believing in the company’s long-term exposure to defense and nuclear power tailwinds, plus management’s disciplined capital deployment. The recent $416 million buyback increase and maintained dividend are clear signals about capital allocation, but this news is not likely to impact the primary catalysts, defense demand and a strong order pipeline, or shift the headline risk, which remains tied to the timing and renewal of large contracts that drive revenue and earnings visibility.

The buyback expansion pairs well with Curtiss-Wright’s upbeat 2025 sales and EPS guidance issued earlier this month, underscoring management’s confidence even as valuations remain relatively high. The reaffirmed dividend is a complement to these moves, supporting an ongoing focus on shareholder returns as the company balances investment in growth areas with capital returns.

However, for investors, it’s important to consider that, despite the capital return focus, exposure to shifting government budgets and potential delays in contract renewal could...

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 today.

Uncover how Curtiss-Wright's forecasts yield a $608.17 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members currently estimate Curtiss-Wright’s fair value from US$443.42 up to US$608.17 across two perspectives. This diversity in opinion stands in contrast to analyst consensus, which remains focused on defense contract timing as a key risk for future company performance, reminding you to explore several viewpoints when evaluating such businesses.

Explore 2 other fair value estimates on Curtiss-Wright - why the stock might be worth 17% less than the current price!

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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