| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 21 | 38.4x | 17.8x | Bottom tier | |
Growth | 69 | 10.5% | 7.1% | Top tier | |
Quality | 77 | 13.4% | 4.5% | Top tier | |
Safety | 81 | 1.1x | 2.6x | Top tier | |
Capital Return | 34 | 0.18% | 2.12% | Bottom tier | |
Momentum | 38 | 43.6% | 2.9% | Bottom tier | |
Sentiment | 74 | 6 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Curtiss-Wright Corporation operates as a Tier 2 and Tier 3 technology supplier across three segments: Aerospace & Industrial, Defense Electronics, and Naval & Power. It generates revenue from electromechanical actuation equipment, sensors, embedded computing, tactical communications, and vehicle turret stabilization systems, alongside naval program equipment, valves, measurement solutions, and nuclear power components; it thereby serves the aerospace, defense, industrial vehicle, nuclear power, and process markets.
In fiscal Q2 2026, revenue reached $924.0 million, up 5% year over year, and gross profit was $364.1 million, equivalent to a gross margin of approximately 39.4%. Net income was $151.2 million, equivalent to a net margin of approximately 16.4% and earnings per share of $4.07, while adjusted operating margin reached 19.4% and expanded 110 basis points year over year. Free cash flow increased 37% to $160 million, with a cash conversion rate of 115%.
Segment growth was mixed in fiscal Q2 2026: Aerospace & Industrial sales increased 12%, driven by aerospace and defense equipment, electromechanical actuation, and commercial aerospace, while Naval & Power sales grew 7%, supported by submarine programs, aftermarket services, and nuclear power programs. By contrast, Defense Electronics sales declined 3% due to the timing of tactical communications revenue, despite the segment margin reaching 28% and increasing 120 basis points year over year.
The analyst consensus is “Buy,” with an average target of $824.75 and a range of $768 to $870; the average is approximately 2.1% above the 52-week range high of $808.16, while the highest target is approximately 7.7% above it. This optimism should be balanced against the wide target range and the fiscal 2026 outlook’s dependence on strong acceleration in the final quarter, while the data does not include a valid price-to-earnings multiple that could be used as an additional valuation anchor.
Figures in the text are as of 2026-08-28; the live price is shown at the top of the page.
Management raised its fiscal 2026 revenue growth forecast to 8%–9%, with expected operating income growth of 11%–13% and diluted earnings-per-share growth of 14%–16%. The drivers include expected growth of 12%–14% in Aerospace Defense, 10%–12% in Commercial Aerospace, and 13%–15% in Power and Process. Orders also increased 12% year to date in fiscal 2026, and the book-to-bill ratio exceeded 1.2 times, providing clear support for future growth.
Defense Electronics sales declined 3% in fiscal Q2 2026 due to the timing of revenue from tactical communications equipment associated with prior orders. By contrast, segment orders jumped approximately 47% year over year in the same quarter and included turret stabilization systems, tactical communications, aircraft modernization, and initial orders for the Golden Dome program. Management expects sales to be flat or weaker sequentially in Q3, followed by strong acceleration in fiscal Q4 2026 as delayed orders convert into revenue.
Curtiss-Wright’s technologies support the reactor lifecycle from new construction to aftermarket services, and its portfolio includes content in every operating reactor in North America and South Korea, according to the August 6, 2026 call. The company expects commercial nuclear sales growth ranging from the mid-teens to the high-teens during fiscal 2026, with activity in small modular reactors and U.S. Department of Energy projects. Management also expects the first AP1000-related order during fiscal 2026, alongside a conditional loan commitment of $17.5 billion that could support up to ten reactors.
Automated analysis for informational purposes only — not investment advice.
Revenue was $924.0 million and gross profit was $364.1 million in fiscal Q2 2026, equivalent to a gross margin of approximately 39.4%. Net income was $151.2 million and earnings per share were $4.07, while adjusted operating margin reached 19.4% and expanded 110 basis points year over year. Free cash flow was $160 million, up 37% year over year, with a cash conversion rate of 115%.
Management expects fiscal Q4 2026 to be particularly strong, with record revenue and an operating margin exceeding 20%, following modest Q3 sales growth and a sequentially flat margin. This requires converting delayed Defense Electronics orders into revenue despite the timing of tactical communications programs and higher research and development spending. Supply pressures affecting chips, electronics, and certain rare-earth materials also increased during the first half, although management said 2026 revenue requirements were largely secured.
In July 2026, Curtiss-Wright announced a multiyear investment of $80 million to expand its Chesapeake facility in Virginia within the Naval & Power segment. The project aims to meet rising demand in naval operations and prepare for potential commercial nuclear contracts, and implementation began in 2025. Naval industrial base funding awarded to the company reached approximately $95 million by the August 6, 2026 call, up from $70 million at the end of March 2026.
