Will Strong Q3 Results and Capital Returns Shift Curtiss-Wright's (CW) Long-Term Investment Narrative?

• Curtiss-Wright Corporation recently announced strong third quarter earnings and raised its full-year 2025 guidance, reporting revenue of US$869.17 million and net income of US$124.83 million for the past quarter.
• Alongside these results, the company continued its share repurchase program, completing a tranche that has reduced outstanding shares by 16.78% since 2019, which reflects a sustained focus on capital returns.
• We'll explore how the combination of robust earnings and a positive outlook reinforces Curtiss-Wright's long-term investment thesis.

Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.

Curtiss-Wright Investment Narrative Recap

To be a shareholder in Curtiss-Wright, you need to believe in the company's ability to capitalize on long-term growth driven by defense and nuclear demand, while managing the risk of government contract exposure and industrial market softness. The recent strong earnings, upward-revised guidance, and steady buybacks provide support for confidence in near-term operational momentum, but do not eliminate the risk of contract timing volatility or budget-driven revenue swings, which remains the biggest near-term challenge.

Among recent announcements, Curtiss-Wright’s completion of its multi-year share repurchase program, reducing outstanding shares by 16.78%, stands out. This signals commitment to capital returns, partially offsetting concerns around earnings volatility and reinforcing the company’s approach to compounding shareholder value alongside its robust guidance and backlog pipeline.

In contrast, investors should not overlook how heavy exposure to defense and nuclear contracts could quickly shift earnings outlook if major awards are postponed or canceled...

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, in line with its current price.

Exploring Other Perspectives

Community members at Simply Wall St have estimated Curtiss-Wright’s fair value between US$440 and US$569.5 across 2 analyses. While most see growth drivers as compelling, exposure to government contract risk adds another layer for anyone considering the company’s future prospects.

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.

Curious About Other Options?

Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:

• Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 37 best rare earth metal stocks of the very few that mine this essential strategic resource.
• The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.
• Explore 27 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com