Will Upcoming Results Reveal a Shift in Curtiss-Wright's (CW) Long-Term Growth Trajectory?

• Curtiss-Wright announced it will release its third quarter 2025 financial results after market close on November 5, 2025, with a webcast conference call scheduled for the following day featuring senior management.
• This development comes amid ongoing concerns over the sustainability of the company's strong recent financial performance, with analysts anticipating a slowdown in revenue growth despite previous gains.
• We'll explore how expectations of moderating revenue growth shape Curtiss-Wright's long-term investment narrative and outlook.

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Curtiss-Wright Investment Narrative Recap

To invest in Curtiss-Wright, you need to believe in the company's ability to convert global defense spending and nuclear energy momentum into sustained earnings growth, while managing risks tied to government contracts and technology shifts. The recent Q3 earnings announcement may provide short-term clarity on revenue trends but does not materially alter the most important catalyst, defense-sector demand, or the biggest risk, which remains exposure to contract timing and defense budget cycles.

Among recent developments, Curtiss-Wright's expanded partnership with Rolls-Royce on Small Modular Reactor safety systems closely aligns with a growing nuclear power market, a key catalyst highlighted by management as a source of long-term growth beyond core defense. This further establishes Curtiss-Wright's positioning in markets expected to benefit from decarbonization and energy security trends, which could offset cyclical pressures elsewhere.

Yet, in contrast to high expectations, investors should be aware of possible revenue volatility if large defense contracts are delayed or reallocated...

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

Curtiss-Wright is projected to reach $4.0 billion in revenue and $593.3 million in earnings by 2028. This forecast assumes a 6.8% annual revenue growth rate and reflects a $141.9 million increase in earnings from the current $451.4 million.

Uncover how Curtiss-Wright's forecasts yield a $520.33 fair value, a 4% downside to its current price.

Exploring Other Perspectives

Fair value estimates from the Simply Wall St Community range from US$308.11 to US$520.33 across three individual opinions. While investors' views are mixed, ongoing analyst concerns about slower revenue growth call attention to different outcomes for Curtiss-Wright’s future returns.

Explore 3 other fair value estimates on Curtiss-Wright - why the stock might be worth as much as $520.33!

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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