Is Curtiss-Wright’s (CW) Expanded Buyback a Signal of Confidence or Conservative Capital Allocation?

• Curtiss-Wright Corporation recently declared a quarterly dividend of US$0.24 per share payable on December 12, 2025, and increased its share buyback authorization by US$416 million, raising the total authorization to US$2.07 billion.
• These capital management decisions highlight both confidence in the company’s outlook and a continued commitment to returning value to shareholders.
• We’ll explore how Curtiss-Wright’s expanded US$2.07 billion buyback program strengthens its investment narrative around disciplined capital allocation.

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Curtiss-Wright Investment Narrative Recap

To be a shareholder of Curtiss-Wright, you need to believe in the company’s ability to convert strong defense and nuclear demand, and its disciplined capital management, into sustainable value creation, while managing the underlying risks tied to large contracts and evolving industry technologies. The recently increased buyback authorization and recurring dividend reinforce capital allocation discipline, but do not materially change the most pressing short-term catalyst of defense contract wins or the greatest risk of revenue volatility from exposure to government and nuclear sector contracts.

Of the updates, Curtiss-Wright’s November 20th announcement to boost the share buyback plan authority by US$416 million, bringing it to US$2.07 billion, is directly aligned with its focus on capital return. This move is especially relevant amidst expectations for multi-year growth in core segments, providing ongoing support to the investment thesis centered on operational strength and prudent financial management.

In contrast, investors should also be aware that heavy dependence on large defense and nuclear contracts can expose future revenue and profits to...

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

Curtiss-Wright's outlook forecasts $4.0 billion in revenue and $593.3 million in earnings by 2028. This is based on an assumed annual revenue growth rate of 6.8% and a $141.9 million increase in earnings from the current $451.4 million.

Uncover how Curtiss-Wright's forecasts yield a $608.17 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members estimate Curtiss-Wright's fair value between US$443 and US$608, based on two individual valuations. While many expect contract-driven earnings growth, your outlook should also consider possible fluctuations in government and customer budgets.

Explore 2 other fair value estimates on Curtiss-Wright - why the stock might be worth 21% 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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