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Is Curtiss-Wright’s Upgraded Outlook And Larger Buyback Authorization Altering The Investment Case For CW?

Simply Wall St · 4d ago
  • Curtiss-Wright recently reported an 8.8% year-over-year revenue increase and an adjusted operating income beat, and raised its full-year guidance for sales, operating income, and diluted EPS despite ongoing supply-chain constraints.
  • The company also boosted its share repurchase authorization to US$550.00 million in November 2025, underlining balance sheet flexibility and management’s willingness to return cash to shareholders alongside operational progress.
  • We’ll now examine how Curtiss-Wright’s upgraded guidance and expanded buyback authorization influence the existing investment narrative around its future growth.

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Curtiss-Wright Investment Narrative Recap

Curtiss-Wright appeals to investors who believe in long-term defense and nuclear demand, supported by disciplined capital allocation and consistent earnings expansion. The latest quarter’s revenue growth, guidance raise, and operating beat support that thesis, while near term the key catalyst remains execution on the record defense and nuclear backlog. Supply chain constraints and exposure to large, timing sensitive contracts still look like the biggest risks, and this update does not materially change that risk balance.

The expanded US$550.00 million share repurchase authorization is the most relevant recent announcement here, reinforcing management’s willingness to return excess cash alongside organic growth. For investors, this sits on top of guidance for higher sales, operating income, and EPS, and interacts directly with the main catalyst of sustained defense and nuclear demand by amplifying per share outcomes if Curtiss-Wright continues to execute.

However, investors should also be aware that heavy reliance on large defense and nuclear contracts could...

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 about a $141.9 million earnings increase from $451.4 million today.

Uncover how Curtiss-Wright's forecasts yield a $608.17 fair value, a 6% upside to its current price.

Exploring Other Perspectives

CW 1-Year Stock Price Chart
CW 1-Year Stock Price Chart

Simply Wall St Community members currently see Curtiss-Wright’s fair value between about US$434.55 and US$608.17, based on 2 independent views. You can weigh these differing opinions against the company’s upgraded guidance and buyback capacity to judge how supply chain and contract timing risks might influence future performance.

Explore 2 other fair value estimates on Curtiss-Wright - why the stock might be worth 24% 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.