The U.S. Department of Energy (DOE) published the approved voluntary agreement that formally establishes the Nuclear Fuel Cycle Consortium under the Defense Production Act (DPA). While the name centers on fuel production, the framework and its broad list of participants reach across the entire nuclear value chain. The move shows that building resilient domestic fuel capacity requires coordinated action from more than just miners and enrichers. There are also component suppliers, construction and site services firms, reactor developers, and utilities — all translating this policy support into tangible revenue opportunities for nuclear players.
Key Takeaways The DOE approved the Nuclear Fuel Cycle Consortium Voluntary Agreement. The structure gives participants antitrust protections to develop Plans of Action that strengthen the nuclear fuel cycle from mining through recycling. The consortium explicitly includes committees and scope for utilities and reactors, not just upstream fuel stages. Major participants include Solstice Advanced Materials (SOLS), Mirion Technologies (MIR), and Amentum (AMTM). These names highlight how the initiative draws in specialized materials, instrumentation, and construction and operations expertise. DOE Formalizes Broad Industry Collaboration Framework On July 6, the Federal Register published the approved voluntary agreement for the Nuclear Fuel Cycle Consortium. The agreement followed a public meeting, comment period, and coordination with the Department of Justice and Federal Trade Commission. It responds to the executive orders on reinvigorating the nuclear industrial base and addressing the national energy emergency.
The consortium creates a structured way for private-sector companies to share information, coordinate planning, and develop specific Plans of Action under DOE oversight. These plans can target bottlenecks in mining and milling, conversion, enrichment, fabrication and deconversion, recycling and reprocessing, and the interfaces with utilities and reactors.
To navigate potential antitrust concerns, the project is being coordinated by the DOE. By leveraging the DPA to address a national energy security emergency, the program has secured direct antitrust immunity from the Department of Justice.
Importantly, the governance model organizes committees by stage of the fuel cycle and explicitly incorporates utilities and reactors. This structure recognizes that fuel supply only creates value when it supports operating plants and new reactor deployments.
See more: Nuclear Fuel Supply Chain Updates: Centrus Secures DOE Contract
Participants Span the Entire Nuclear Ecosystem The published list of companies that have signed the voluntary agreement includes dozens of entities active at every point in the nuclear value chain:
Fuel chain names such as Cameco (CCJ), Centrus Energy (LEU), and Lightbridge Corp (LTBR). Advanced reactor developers including Oklo Inc (OKLO), NuScale Power (SMR), and NANO Nuclear (NNE). Reactor owner/operators such as Constellation Energy (CEG), Vistra Corp (VST), and Talen Energy (TLN). Supply and manufacturing companies including BWX Technologies (BWXT). The presence of supply chain and construction firms shows the initiative reaches well beyond traditional uranium miners and enrichers. Solstice Advanced Materials (SOLS) brings specialized capabilities in the uranium conversion and advanced materials segment. Mirion Technologies (MIR) supplies reactor instrumentation and radiation monitoring systems. Amentum (AMTM) contributes deep experience in DOE site operations, construction, plutonium processing infrastructure, and waste management.
These examples illustrate how a program that began with a fuel security mandate naturally pulls in the companies that design, build, instrument, and operate the facilities that turn fuel into electricity.
NUKZX Captures Balanced Exposure Across All Segments The VettaFi Nuclear Renaissance Index (NUKZX) includes many of the consortium participants and maintains meaningful weightings across the full spectrum of the industry. The index is further balanced with companies in the component manufacturing and engineering industries, such as Curtiss-Wright (CW) and Flowserve (FLS).
This diversified composition positions NUKZX to benefit as the consortium helps coordinate timelines, reduce project risk, and accelerate concrete Plans of Action. Investors gain exposure to nearer-term opportunities in fuel infrastructure and existing fleet support as well as longer-term upside from advanced reactor deployment — without concentrating risk in any single segment of the value chain. NUKZX serves as the underlying index for the Range Nuclear Renaissance Index ETF (NUKZ).
Related Research: From Cold War Liability to Advanced Nuclear Fuel
Critical Momentum: The Nuclear Renaissance Heats Up
Nuclear Fuel Supply Chain Updates: Centrus Secures DOE Contract
Looking for nuclear insights in your inbox? Subscribe here to keep a pulse on nuclear investing through our weekly research.
For more news, information, and analysis, visit the Nuclear Energy Content Hub.
vettafi.com is owned by VettaFi LLC (“VettaFi”). VettaFi is the index provider for NUKZ, for which it receives an index licensing fee. However, NUKZ is not issued, sponsored, endorsed, or sold by VettaFi. VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of NUKZ.
Bessemer Group Inc. grew its stake in shares of Curtiss-Wright Corporation (NYSE:CW – Free Report) by 3.9% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 40,109 shares of the aerospace company’s stock after purchasing an additional 1,522 shares during the quarter. Bessemer Group Inc. owned about 0.11% of Curtiss-Wright worth $27,318,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently made changes to their positions in CW. Cary Street Partners Investment Advisory LLC bought a new position in shares of Curtiss-Wright in the fourth quarter valued at $31,000. Larson Financial Group LLC raised its position in Curtiss-Wright by 53.8% during the third quarter. Larson Financial Group LLC now owns 60 shares of the aerospace company’s stock worth $33,000 after acquiring an additional 21 shares in the last quarter. Transamerica Financial Advisors LLC raised its position in Curtiss-Wright by 25.9% during the fourth quarter. Transamerica Financial Advisors LLC now owns 73 shares of the aerospace company’s stock worth $40,000 after acquiring an additional 15 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in Curtiss-Wright in the fourth quarter valued at $42,000. Finally, Elyxium Wealth LLC bought a new position in shares of Curtiss-Wright in the 4th quarter valued at about $43,000. Institutional investors own 82.71% of the company’s stock.
Curtiss-Wright Trading Down 1.0% CW stock opened at $708.83 on Friday. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.52 and a quick ratio of 1.05. The company has a fifty day moving average price of $746.21 and a two-hundred day moving average price of $700.32. Curtiss-Wright Corporation has a one year low of $463.00 and a one year high of $808.16. The stock has a market cap of $26.18 billion, a price-to-earnings ratio of 51.93, a price-to-earnings-growth ratio of 3.24 and a beta of 0.86.
Curtiss-Wright (NYSE:CW – Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The aerospace company reported $3.48 earnings per share for the quarter, beating the consensus estimate of $3.32 by $0.16. The company had revenue of $913.69 million for the quarter, compared to analyst estimates of $863.83 million. Curtiss-Wright had a net margin of 14.17% and a return on equity of 20.00%. The company’s revenue was up 13.4% on a year-over-year basis. During the same period in the prior year, the firm earned $2.82 earnings per share. Equities analysts anticipate that Curtiss-Wright Corporation will post 15.23 EPS for the current year.
Curtiss-Wright Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Monday, July 6th. Shareholders of record on Monday, June 15th were issued a $0.24 dividend. This represents a $0.96 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, June 15th. Curtiss-Wright’s dividend payout ratio is currently 7.62%.
Analyst Ratings Changes Several research analysts have recently weighed in on the stock. Stifel Nicolaus set a $724.00 price objective on shares of Curtiss-Wright in a research note on Friday, May 8th. Citigroup raised their target price on shares of Curtiss-Wright from $775.00 to $793.00 and gave the company a “neutral” rating in a research note on Wednesday, July 1st. Weiss Ratings cut Curtiss-Wright from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, July 2nd. Morgan Stanley reissued an “overweight” rating and set a $860.00 price target on shares of Curtiss-Wright in a research report on Wednesday. Finally, Robert W. Baird set a $870.00 price objective on Curtiss-Wright in a research note on Friday, May 8th. Three investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Curtiss-Wright currently has a consensus rating of “Moderate Buy” and a consensus price target of $766.33.
Check Out Our Latest Research Report on Curtiss-Wright
Insider Buying and Selling at Curtiss-Wright In other news, CEO Lynn M. Bamford sold 2,500 shares of the stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $721.72, for a total transaction of $1,804,300.00. Following the transaction, the chief executive officer owned 48,134 shares in the company, valued at approximately $34,739,270.48. This trade represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Gary A. Ogilby sold 399 shares of Curtiss-Wright stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $721.95, for a total value of $288,058.05. Following the sale, the vice president directly owned 2,172 shares of the company’s stock, valued at approximately $1,568,075.40. The trade was a 15.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 3,119 shares of company stock valued at $2,257,998 in the last three months. 0.51% of the stock is currently owned by company insiders.
Curtiss-Wright Company Profile (Free Report)
Curtiss-Wright Corporation (NYSE: CW) is a diversified, global engineering company that designs, manufactures and services highly engineered products and integrated systems for the aerospace, defense, and industrial markets. Its offerings span a range of electromechanical, motion control and flow control technologies, including flight control and actuation systems, sensors and avionics components, pumps and valves, power conversion and heat exchangers, and platform integration solutions for marine and ground systems.
Featured Articles Five stocks we like better than Curtiss-Wright Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding CW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Curtiss-Wright Corporation (NYSE:CW – Free Report).
Receive News & Ratings for Curtiss-Wright Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Curtiss-Wright and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEAIA Group Ltd Grows Holdings in EOG Resources, Inc. $EOG
NEXT HEADLINE »Sandisk Corporation $SNDK Shares Bought by Allspring Global Investments Holdings LLC
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Curtiss-Wright (CW - Free Report) . This company, which is in the Zacks Aerospace - Defense Equipment industry, shows potential for another earnings beat.
When looking at the last two reports, this engineering firm has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 4.19%, on average, in the last two quarters.
For the last reported quarter, Curtiss-Wright came out with earnings of $3.48 per share versus the Zacks Consensus Estimate of $3.32 per share, representing a surprise of 4.82%. For the previous quarter, the company was expected to post earnings of $3.66 per share and it actually produced earnings of $3.79 per share, delivering a surprise of 3.55%.
Price and EPS Surprise
Thanks in part to this history, there has been a favorable change in earnings estimates for Curtiss-Wright lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Curtiss-Wright has an Earnings ESP of +2.26% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on August 5, 2026.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
DAVIDSON, N.C.--(BUSINESS WIRE)---- $CW--Curtiss-Wright announced $80M, multi-year investment; expand operations via internal investments, state support and maritime industrial base funding.
DAVIDSON, N.C.--(BUSINESS WIRE)--Curtiss-Wright Corporation (NYSE: CW) expects to release its second quarter 2026 financial results after the close of trading on Wednesday, August 5, 2026. A webcast conference call will be held on Thursday, August 6, 2026, at 10:00 am ET for management to discuss the Company’s second quarter 2026 financial performance. Lynn M. Bamford, Chair and Chief Executive Officer, and K. Christopher Farkas, Executive Vice President and Chief Financial Officer, will host the call.
The financial press release, access to the webcast and the financial presentation will be posted in the Investor Relations section on Curtiss-Wright’s website at www.curtisswright.com/investor-relations/.
In addition, the dial-in number for domestic callers is (800) 343-5172, while international callers can dial (203) 518-9856. The conference ID code is CWQ226. For those unable to attend the live webcast, a replay will be available within the Investor Relations section on the Company’s website beginning one hour after the call takes place.
About Curtiss-Wright Corporation
Curtiss-Wright Corporation (NYSE: CW) is a global integrated business that provides highly engineered products, solutions and services mainly to Aerospace & Defense markets, as well as critical technologies in demanding Commercial Nuclear Power, Process and Industrial markets. We leverage a workforce of approximately 9,100 highly skilled employees who develop, design and build what we believe are the best engineered solutions to the markets we serve. Building on the heritage of Glenn Curtiss and the Wright brothers, Curtiss-Wright has a long tradition of providing innovative solutions through trusted customer relationships. For more information, visit www.curtisswright.com.
Curtiss-Wright Corporation (NYSE: CW) expects to release its second quarter 2026 financial results after the close of trading on Wednesday, August 5, 2026. A we
Investors interested in Aerospace stocks should always be looking to find the best-performing companies in the group. Has Curtiss-Wright (CW - Free Report) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Aerospace peers, we might be able to answer that question.
Curtiss-Wright is one of 67 companies in the Aerospace group. The Aerospace group currently sits at #2 within the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.
The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Curtiss-Wright is currently sporting a Zacks Rank of #2 (Buy).
Over the past three months, the Zacks Consensus Estimate for CW's full-year earnings has moved 0.9% higher. This is a sign of improving analyst sentiment and a positive earnings outlook trend.
Our latest available data shows that CW has returned about 38.4% since the start of the calendar year. Meanwhile, stocks in the Aerospace group have gained about 2.9% on average. This means that Curtiss-Wright is performing better than its sector in terms of year-to-date returns.
One other Aerospace stock that has outperformed the sector so far this year is Outdoor Holding Company (POWW - Free Report) . The stock is up 36.8% year-to-date.
For Outdoor Holding Company, the consensus EPS estimate for the current year has increased 80% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).
Looking more specifically, Curtiss-Wright belongs to the Aerospace - Defense Equipment industry, a group that includes 37 individual stocks and currently sits at #60 in the Zacks Industry Rank. This group has gained an average of 10.9% so far this year, so CW is performing better in this area. Outdoor Holding Company is also part of the same industry.
Investors with an interest in Aerospace stocks should continue to track Curtiss-Wright and Outdoor Holding Company. These stocks will be looking to continue their solid performance.
Key Takeaways Curtiss-Wright benefits from aerospace, defense and nuclear energy demand supporting growth prospects.CW's 2026 EPS estimate implies 14.6% growth, while sales are projected to rise 7.9%.CW has low debt, solid liquidity and gained 67.9% over the past year versus industry growth. Curtiss-Wright’s (CW - Free Report) robust presence in the aerospace market, solid liquidity and low debt are strong positives. Given its growth prospects, CW makes for a solid investment option in the Aerospace sector.
Let’s focus on the factors that make this Zacks Rank #2 (Buy) company a strong investment pick at the moment.
Growth Projections & Surprise History of CWThe Zacks Consensus Estimate for 2026 earnings per share is pegged at $15.16, which indicates year-over-year growth of 14.6%.
The consensus estimate for 2026 sales is $3.77 billion, which indicates year-over-year growth of 7.9%.
CW’s long-term (three-to-five years) earnings growth rate is pegged at 14.2%.
It delivered an average earnings surprise of 3.81% in the last four quarters.
CW Stock’s Debt PositionCurrently, the company’s total debt-to-capital is 26.68%, better than the industry’s average of 41.35%.
CW’s times interest earned (TIE) ratio at the end of the first quarter of 2026 was 16.20. A TIE ratio of more than one indicates that the company will be able to meet its interest payment obligations in the near term without any problems.
CW’s LiquidityCW’s current ratio at the end of the first quarter of 2026 was 1.52. A current ratio of greater than one indicates the company’s ability to meet its future short-term liabilities without difficulties.
Curtiss-Wright’s Expanding Clean Energy and Defense OutlookCurtiss-Wright is set to benefit from the global shift toward cleaner energy, especially nuclear power, as countries work to cut emissions and meet rising electricity demand. The company plays a critical role in new-build nuclear reactor projects by supplying reactor coolant pumps, as well as a variety of ancillary plant products and services for the Generation III+ Westinghouse AP1000 reactors. The long-term growth opportunities for the company remain solid in this market, backed by new AP1000 orders, with the potential for 20-25 reactors to be built in Central and Eastern Europe. Both Poland and Bulgaria are expected to begin production before the end of the decade. The company is also exploring opportunities in the United States.
At the same time, strong demand in defense and aerospace is supporting the company’s long-term outlook. Higher U.S. funding for submarine programs and broader increases in global defense budgets are driving growth in its Naval & Power segment. Improving air traffic and rising production needs are also boosting demand for Curtiss-Wright’s components in the commercial aerospace market. With steady cash generation, a solid balance sheet and ongoing shareholder returns, the company remains well-positioned across its key end markets.
CW Stock’s Price PerformanceShares of CW have gained 67.9% in the past year compared with the industry’s 22.8% growth.
Image Source: Zacks Investment Research
Other Stocks to ConsiderSome other top-ranked stocks from the same industry are Heico (HEI - Free Report) , Woodward (WWD - Free Report) and Teledyne Technologies (TDY - Free Report) . HEI currently sports a Zacks Rank #1 (Strong Buy). WWD and TDY carry a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Heico delivered an average earnings surprise of 13.82% in the last four quarters. The consensus estimate for HEI’s fiscal 2026 earnings stands at $5.78 per share, which suggests year-over-year growth of 18%.
Woodward delivered an average earnings surprise of 16.97% in the last four quarters. The Zacks Consensus Estimate for WWD’s fiscal 2026 earnings is pinned at $9.34 per share, which indicates year-over-year growth of 35.6%.
Teledyne Technologies delivered an average earnings surprise of 4.69% in the last four quarters. The consensus estimate for TDY’s 2026 earnings is pegged at $24.01 per share, which implies year-over-year growth of 9.2%.
The fund outperformed the Russell Midcap Growth Index during the first quarter that ended March 31, 2026. Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space. Curtiss-Wright Corp. reported a strong quarter with solid results and steady backlog growth, and we maintained our position as we view the company as a durable compounder.
DAVIDSON, N.C.--(BUSINESS WIRE)---- $CW--Curtiss-Wright Corporation (NYSE: CW) today announced that the Board of Directors has authorized and declared an 8% increase in the quarterly dividend, from twenty-four cents ($0.24) per share to twenty-six cents ($0.26) per share, payable July 6, 2026, to stockholders of record as of June 15, 2026. This increase results in an annualized equivalent dividend rate of $1.04 per share. "This marks the 10th consecutive year that Curtiss-Wright has increased its divid.
DAVIDSON, N.C.--(BUSINESS WIRE)---- $CW--Curtiss-Wright Corporation (NYSE: CW) today announced that it has entered into a new credit agreement with a group of nine banks increasing the size of its revolving credit facility to $1 billion, while also expanding the accordion feature to $500 million. The new replacement credit facility has a five-year term set to mature in May 2031. The prior credit facility which was set to expire in May 2027 has been terminated. “We are pleased to announce the successful.
Curtiss-Wright Announces New and Expanded Revolving Credit Facility to Support Future Growth Initiatives Curtiss-Wright Corporation (NYSE: CW) today announced that it has entered into a new credit agreement with a group of nine banks increasing the size of its revolving credit facility to $1 billion, while also expanding the accordion feature to $500 million. The new replacement credit facility has a five-year term set to mature in May 2031. The prior credit facility which was set to expire in May 2027 has been terminated.
“We are pleased to announce the successful execution of our new and expanded revolving credit facility, facilitating greater financial flexibility to deliver on our disciplined capital allocation strategy that consists of pursuing strategic acquisitions as an accelerator to organic growth, optimizing our operational investments, and returning capital to our shareholders," said Lynn M. Bamford, Chair and CEO of Curtiss-Wright Corporation. “This credit facility further reinforces our already strong and healthy balance sheet, and along with our continued strong cash flow generation, it underscores our ability to continue to deliver on our Pivot to Growth strategy.”
Curtiss-Wright expects to use the credit facility for general corporate purposes, which may include the funding of possible future acquisitions or supporting internal growth initiatives. The new agreement provides for similar financial and debt covenants that are no more restrictive than those in the prior agreement.
About Curtiss-Wright Corporation
Curtiss-Wright Corporation (NYSE: CW) is a global integrated business that provides highly engineered products, solutions and services mainly to Aerospace & Defense markets, as well as critical technologies in demanding Commercial Nuclear Power, Process and Industrial markets. We leverage a workforce of approximately 9,100 highly skilled employees who develop, design and build what we believe are the best engineered solutions to the markets we serve. Building on the heritage of Glenn Curtiss and the Wright brothers, Curtiss-Wright has a long tradition of providing innovative solutions through trusted customer relationships. For more information, visit www.curtisswright.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260520664819/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
On May 20, 2026, Curtiss-Wright Corp CW shares rose 3.1% to a current price of $726.65. Over the past week, the stock has seen a decline of 3.2%, while in the last month, it has decreased by 0.5%. However, the year-to-date performance remains strong with a notable increase of 31.9%, and the stock has surged by 73.7% over the past year. The 52-week range for CW shares has been between $412.92 and $760.72.
GF Value™ verdict: The current price of $726.65 is 86.6% above the GF Value™ estimate of $389.44, indicating significant overvaluation.GF Score™: CW has a GF Score™ of 83/100, which is considered strong and suggests solid long-term potential.Notable signal: Insider activity has shown that insiders sold $4.9M in stock over the last three months with no buying activity reported. Is CW Overvalued or Undervalued? Curtiss-Wright Corp's current price of $726.65 is substantially higher than the GF Value™ of $389.44, indicating that the stock is significantly overvalued by 86.6%. This discrepancy highlights a lack of margin of safety for potential investors, as the market price greatly exceeds the intrinsic value determined by GuruFocus' methodology. The GF Valuation label describes CW as significantly overvalued, which raises concerns about the sustainability of its current price levels. If the stock price does not align with the underlying fundamentals, there is a risk of a price correction in the future.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the current valuation, potential investors may want to approach with caution, as the risk of a decline exists in an environment where the stock is trading far above its calculated fair value.
How Does CW's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 53.2x 24.9x Forward P/E 47.7x — The current P/E (TTM) of 53.2x is 114% above its 5-year median P/E of 24.9x, indicating that CW is trading above its historical valuation levels. This analysis aligns with the GF Value™ verdict of overvaluation, suggesting that the premium being paid for CW shares may not be justified based on historical earnings performance.
What Does CW's GF Score™ Tell Us? Metric Rating GF Score™ 83 Financial Strength 7/10 Profitability 9/10 Growth 9/10 Valuation 1/10 Momentum 9/10 The GF Score™ of 83/100 indicates that Curtiss-Wright has a strong overall assessment, particularly in profitability and growth, which are rated 9/10. However, the valuation score is notably low at 1/10, reflecting the significant overvaluation as per GF Value™. This disparity suggests that while the company has strong operational metrics, its current market price does not reflect these strengths appropriately.
What Are Insiders Doing with CW Stock? Over the last three months, insider activity at Curtiss-Wright has shown a significant selling trend, with insiders selling $4.9M worth of shares and no reported buying activity. This pattern may suggest that those closest to the company lack confidence in the current valuation or future price appreciation, which could be a red flag for potential investors.
The absence of insider buying, coupled with substantial selling, can indicate that insiders may believe the stock is overvalued at current prices, further corroborating the concerns raised by the GF Value™ assessment.
What This Means for Investors Based on the GF Value™ analysis, Curtiss-Wright Corp CW is deemed overvalued at its current price of $726.65. The significant gap between the market price and the GF Value™ suggests caution for potential investors, as the stock may be susceptible to price corrections in the future.
For the complete analysis, visit the Curtiss-Wright Corp CW stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is CW's GF Score™?
CW has a GF Score™ of 83/100, indicating a strong overall assessment based on key aspects of financial strength, profitability, growth, valuation, and momentum.
Is CW overvalued or undervalued?
CW is considered overvalued, with a current price of $726.65 that is 86.6% higher than the GF Value™ of $389.44.
What is CW's P/E ratio?
The P/E ratio (TTM) for CW is 53.2x, which is significantly above its 5-year median P/E of 24.9x, indicating that the stock is trading at a premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Curtiss-Wright Corporation (NYSE: CW) today announced that Lynn M. Bamford, Chair and Chief Executive Officer, and K. Christopher Farkas, Executive Vice President and Chief Financial Officer, will participate in three upcoming investor conferences and conduct meetings with members of the investment community, including:
Wolfe Research 19th Annual Global Transportation & Industrials Conference, May 21, 2026, where the Company will conduct a fireside chat discussion and simultaneous webcast at 12:30 pm ET; Stifel 2026 Cross Sector 1x1 Conference, June 2, 2026, where the Company will host 1x1s and group meetings; and William Blair 46th Annual Growth Stock Conference, June 4, 2026, where the Company will conduct a presentation, fireside chat discussion and simultaneous webcast at 8:40 am CT (9:40 am ET). The webcast of each fireside chat discussion and a copy of the latest slide presentation will be available in the Investor Relations section of Curtiss-Wright’s website at www.curtisswright.com. A replay will be available for 90 days on the company’s website shortly after the completion of the discussion.
About Curtiss-Wright Corporation
Curtiss-Wright Corporation (NYSE: CW) is a global integrated business that provides highly engineered products, solutions and services mainly to Aerospace & Defense markets, as well as critical technologies in demanding Commercial Nuclear Power, Process and Industrial markets. We leverage a workforce of approximately 9,100 highly skilled employees who develop, design and build what we believe are the best engineered solutions to the markets we serve. Building on the heritage of Glenn Curtiss and the Wright brothers, Curtiss-Wright has a long tradition of providing innovative solutions through trusted customer relationships. For more information, visit www.curtisswright.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260521742509/en/
The nuclear sector is delivering concrete progress on multiple advanced reactor programs. Recent weeks brought a positive environmental determination for an X-energy (XE) project, Nuclear Regulatory Commission (NRC) approvals for key technical documents from Oklo (OKLO) and Terrestrial Energy (IMSR), and the start of prototype manufacturing for critical reactor components. These steps show regulatory pathways functioning more efficiently while engineering teams move designs from analysis into hardware validation.
Key Takeaways X-energy and Dow (DOW) received notice from the NRC that the environmental review for the Texas reactor project indicates no significant concerns, completing the assessment in under one year. Oklo secured NRC approval for an important technical report for their Idaho reactor project on an accelerated schedule, establishing a regulatory framework that can be reused for other projects. Terrestrial Energy obtained NRC approval of its safety analysis technical report, strengthening the licensing basis for its reactor technology. Curtiss-Wright (CW) transitioned from design to prototype manufacturing of equipment for X-energy’s Xe-100 reactor. X-energy and Dow Clear Environmental Review for Texas Project On May 18, the NRC issued an environmental assessment (EA) with a finding of no significant impact (FONSI) for the construction permit application of the Long Mott Generating Station. An EA is a review conducted by the NRC to determine if a proposed project will have significant environmental effects. The FONSI was a positive outcome.
The project is a partnership between X-energy and Dow to deploy four Xe-100 high-temperature gas-cooled reactors at Dow’s Seadrift, Texas manufacturing site. The facility would supply both electricity and high-temperature industrial steam to support Dow’s operations.
The review finished ahead of typical schedules because of extensive pre-application engagement and a high-quality submittal that allowed the NRC to focus on site-specific considerations rather than fundamental design questions. This approval marks a meaningful de-risking step for what could become the first grid-scale advanced reactor serving an industrial customer in North America.
Oklo and Terrestrial Energy Secure Key Topical Report Approvals Oklo announced that the NRC approved its principal design criteria topical report for the Aurora reactor project in Idaho. The approval defines fundamental safety, reliability, and performance requirements.
Because the report is now approved, it can be referenced in future licensing submissions, reducing the need for repetitive reviews and supporting more predictable timelines. The review itself moved on an accelerated schedule, consistent with broader NRC efforts to modernize processes for advanced reactors.
Terrestrial also reported that the NRC approved its postulated initiating events topical report for their integral molten salt reactor. This analysis identifies and evaluates events that could challenge safe plant operation and forms a foundational element of the safety case.
Combined with the earlier approval of the reactor’s principal design criteria, the new approval builds out critical parts of the licensing basis and supports more efficient future reviews.
Curtiss-Wright Begins Prototype Manufacturing for Xe-100 Systems Curtiss-Wright announced it has moved from the design phase to prototype manufacturing for two important systems on X-energy’s Xe-100 reactor:
The helium circulator system moves helium through the reactor core to transfer heat from the core to the steam system. The reactivity control and shutdown systems provide independent, reliable means to regulate power and shut down the reactor. This transition from paper design to physical prototypes represents a standard but important step in reactor development. It allows testing and validation of components that will be central to Xe-100 performance and safety.
Curtiss-Wright’s work supports X-energy’s near-term projects, including the Dow collaboration in Texas and broader commercial pipeline targets.
Implications for Investors and the Nuclear Value Chain Regulatory progress on topical reports and environmental reviews shortens the path from concept to construction by allowing developers to reference prior NRC findings. More importantly, these reviews are being completed on timelines previously thought to be impossible.
At the same time, prototype manufacturing by qualified suppliers validates designs in hardware and creates current revenue streams. These parallel tracks, regulatory and execution, are exactly what will move advanced nuclear projects from planning into revenue-generating activity.
CW, OKLO, and IMSR are constituents of the VettaFi Nuclear Renaissance Index (NUKZX). The index includes equipment manufacturers, component suppliers, and service firms positioned to benefit as projects advance, including projects being developed by XE. NUKZX serves as the underlying index for the Range Nuclear Renaissance Index ETF (NUKZ).
For more on this topic, please join our webcast on Monday, June 1, at 3 p.m. ET, “Investing as Nuclear Moves from Chalkboards to Construction Sites.” Register here.
Related Research: Cameco Sees Path to 20 New US Large-Scale Reactors
Investing in X-energy Without the Pre-Revenue IPO Risk
Not All Nuclear Exposure Is Created Equally
From Silicon to Power: AI’s Next Bottleneck
Looking for nuclear insights in your inbox? Subscribe here to keep a pulse on nuclear investing through our weekly research.
For more news, information, and analysis, visit the Nuclear Energy Content Hub.
vettafi.com is owned by VettaFi LLC (“VettaFi”). VettaFi is the index provider for NUKZ, for which it receives an index licensing fee. However, NUKZ is not issued, sponsored, endorsed, or sold by VettaFi. VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of NUKZ.
For more news, information, and strategy, visit the Nuclear Energy Content Hub.
Key Takeaways Curtiss-Wright is benefiting from submarine programs and rising commercial aerospace demand.CW posted 20.7% Naval & Power sales growth and 12.3% Aerospace & Industrial growth in Q1.KTOS is expanding in unmanned systems and hypersonics through new defense contracts and orders. With geopolitical tensions and national security concerns continuing to escalate worldwide, defense spending is increasing globally, putting companies such as Kratos Defense & Security Solutions, Inc. (KTOS - Free Report) and Curtiss-Wright (CW - Free Report) in the spotlight. Both companies maintain strong exposure to the U.S. defense market and generate a substantial share of their business from government and military-related programs.
The two companies are expected to benefit from ongoing growth in U.S. and allied military expenditures, especially as defense agencies prioritize modernization initiatives and next-generation technologies.
Kratos Defense is leveraging demand for unmanned aerial systems, missile defense, and space-focused capabilities, while Curtiss-Wright continues to capitalize on its portfolio of specialized components, electronic systems, and engineered technologies used across defense and aerospace applications. Their strategically important offerings position both companies to capture long-term opportunities tied to evolving military requirements and advanced defense infrastructure.
Let's compare the stocks' fundamentals to determine which one is a better investment option at present.
Factors Acting in Favor of KTOS StockKratos is the primary unmanned aerial target drone system provider for the U.S. Air Force, Navy, Army and several allied defense agencies, which has led to multiple recent contracts and partnerships that are expanding its presence in the global UAS market. In March 2026, the company received an approximately $7 million contract for a Counter-UAS System designed to detect, track and classify threats, including low-profile unmanned aerial systems, cruise missiles and other aerial systems.
Apart from manufacturing unmanned aerial drone systems, Kratos Defense focuses on expanding its product portfolio with other products, especially in hypersonics. The company currently holds orders for multiple Erinyes and DarkFury hypersonic vehicles for upcoming and anticipated hypersonic missions.
Factors Acting in Favor of CW StockIncreased demand for submarine programs, backed by solid budget funding provided by the U.S. administration, has been benefiting Curtiss-Wright, which offers products that support nuclear propulsion systems on naval vessels. During the first quarter of 2026, sales in its Naval & Power segment increased 20.7% year over year, with higher revenues supporting next-generation submarine development serving as a key growth catalyst.
Steadily improving global air traffic over the past few quarters has proved beneficial for Curtiss-Wright, which supplies critical components and systems for both commercial and defense aerospace markets. As airlines and aircraft manufacturers ramp up production and maintenance activities, demand for Curtiss-Wright’s engineered products, such as flight control actuators, sensors and valves, is rising. Evidently, sales from its Aerospace & Industrial segment grew 12.3% year over year in the first quarter of 2026, partially driven by higher revenues from the commercial aerospace market, on account of increased demand and higher OEM sales of sensor products and surface treatment services on narrowbody and widebody jets.
How Do Zacks Estimates Compare for KTOS & CW?The Zacks Consensus Estimate for Kratos Defense’s 2026 earnings per share (EPS) indicates an increase of 32.73% year over year.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Curtiss-Wright’s 2026 EPS indicates an increase of 14.59% year over year.
Image Source: Zacks Investment Research
Valuation for KTOS & CWKTOS shares trade at a forward 12-month Price/Sales (P/S F12M) of 5.64X compared with CW’s 6.97X.
KTOS & CW’s Return on Equity (ROE)ROE measures how efficiently a company is utilizing its shareholders’ funds to generate profits. Kratos Defense’s current ROE is 4.3% compared with Curtiss-Wright’s 20%.
KTOS & CW’s Price PerformanceIn the past six months, shares of Curtiss-Wright have risen 29.9%, while those of Kratos Defense have declined 25.9%, compared to the industry’s growth of 15.9%.
Image Source: Zacks Investment Research
KTOS or CW: Which Is a Better Choice Now?Kratos Defense continues to strengthen its position in the unmanned aerial systems market through new defense contracts and partnerships with U.S. and allied military agencies. The company is also expanding beyond drone systems by growing its hypersonics portfolio, supported by increasing demand for advanced mission technologies. Curtiss-Wright is benefiting from strong demand tied to submarine modernization programs and rising naval defense investments, which continue to support growth across its defense-related operations. The company is also seeing increased momentum in commercial aerospace as higher aircraft production and maintenance activity drive demand for its specialized aerospace components and systems.
Our current preference is Curtiss-Wright, given its current price performance and strong ROE than Kratos Defense. CW has a Zacks Rank #2 (Buy) and KTOS carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
One ETF captured higher recent returns, while the other showed greater resilience in downturns. See how their portfolios and costs stack up for investors.
Investors interested in stocks from the Aerospace - Defense Equipment sector have probably already heard of Airbus SE - Unsponsored ADR (EADSY) and Curtiss-Wright (CW). But which of these two stocks presents investors with the better value opportunity right now?
A month has gone by since the last earnings report for Curtiss-Wright (CW - Free Report) . Shares have added about 2.6% in that time frame, underperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Curtiss-Wright due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.
Curtiss-Wright reported adjusted earnings per share (EPS) of $3.48, which beat the Zacks Consensus Estimate of $3.32 by 4.8%. The bottom line also came in higher than the year-ago quarter’s earnings of $2.82 per share.
The company reported GAAP earnings of $3.46 per share, up 29.1% from the prior-year period.
CW’s Operational PerformanceThe company’s net sales of $913.7 million increased 13.4% year over year. The top line beat the Zacks Consensus Estimate of $867 million by 5.4%.
The company reported an adjusted operating income of $160 million, up 19.4% year over year. Its adjusted operating margin was 17.6%, up 100 basis points (bps).
Curtiss-Wright’s total backlog at the end of the first quarter was $4.3 billion.
New orders of $1.2 billion rose 16% year over year, driven by the strong demand in the company’s naval defense, commercial nuclear and industrial end markets.
CW’s Segmental PerformanceAerospace & Industrial: Sales in this segment improved 12% year over year to $255 million.
The adjusted operating income increased 24% to $39 million. Also, the unit’s adjusted operating margin expanded 150 bps to 15.4%.
Defense Electronics: Sales in this segment improved 5% year over year to $256 million.
The unit’s adjusted operating income improved 7% to $72 million. The adjusted operating margin expanded 60 bps to 28.1%.
Naval & Power: Sales in this segment increased 21% year over year to $402 million.
The segment's adjusted operating income increased 33% to $60 million. The adjusted operating margin expanded 140 bps to 14.9%.
Financial Position of CWCW’s cash and cash equivalents as of March 31, 2026, were $343.4 million compared with $371.3 million as of Dec. 31, 2025.
The long-term debt was $757.6 million compared with $757.9 million as of Dec. 31, 2025.
The net cash outflow from operating activities amounted to $6 million during the first three months of 2026 compared with $39 million in the prior-year period.
The free cash outflow as of March 31, 2026, was $17 million compared with $55 million a year ago.
2026 Guidance of CWCW expects to generate adjusted earnings in the band of $14.90-$15.30 per share. The Zacks Consensus Estimate for earnings is pegged at $15.08 per share, which lies below the midpoint of the company’s guided range.
Curtiss-Wright expects to generate sales in the range of $3.74-$3.80 billion. The Zacks Consensus Estimate for sales is pegged at $3.75 billion, which lies below the midpoint of the company’s guidance.
The company expects to generate free cash flow in the band of $580-$600 million.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates review.
VGM ScoresAt this time, Curtiss-Wright has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. However, the stock was allocated a score of F on the value side, putting it in the lowest quintile for this investment strategy.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Curtiss-Wright has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.
Performance of an Industry PlayerCurtiss-Wright is part of the Zacks Aerospace - Defense Equipment industry. Over the past month, ATI (ATI - Free Report) , a stock from the same industry, has gained 11.3%. The company reported its results for the quarter ended March 2026 more than a month ago.
ATI reported revenues of $1.15 billion in the last reported quarter, representing a year-over-year change of +0.6%. EPS of $1.00 for the same period compares with $0.72 a year ago.
ATI is expected to post earnings of $0.99 per share for the current quarter, representing a year-over-year change of +33.8%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for ATI. Also, the stock has a VGM Score of C.
DAVIDSON, N.C.--(BUSINESS WIRE)---- $CW--Curtiss-Wright CEO, Lynn Bamford, and CFO, K. Christopher Farkas, will participate in the 2026 NYSE European Investor Conference in London.
Curtiss-Wright (CW - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.
The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.
Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.
As such, the Zacks rating upgrade for Curtiss-Wright is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Curtiss-Wright imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for Curtiss-WrightThis engineering firm is expected to earn $15.16 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for Curtiss-Wright. Over the past three months, the Zacks Consensus Estimate for the company has increased 0.9%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Curtiss-Wright to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
