Curtiss Wright (CW) Has More Than $225 Million In New Navy Contracts

• Curtiss-Wright (NYSE:CW) secured more than US$225 million in contracts to supply propulsion and control technologies for U.S. Navy platforms.
• The awards from Bechtel Plant Machinery, Inc. cover Virginia-class and Columbia-class submarines as well as Ford-class aircraft carriers.
• Project work tied to these U.S. Navy programs is scheduled to continue across multiple facilities through 2030.
• The new propulsion and control contracts for major Navy vessels are significant, but they represent only one part of the CW story. Take a look at 3 other big wins we have identified for Curtiss-Wright.

For a wider view on defense-linked infrastructure and grid modernization themes, it is worth scanning related opportunities across 41 power grid technology and infrastructure stocks.

Curtiss-Wright, a US-based aerospace and defense supplier with a market value of about $18.4b, builds engineered systems that plug directly into mission-critical areas such as propulsion, control and power for military and industrial customers worldwide. This focus puts these Navy awards squarely in its core wheelhouse.

Does the team leading Curtiss-Wright have what it takes? See our full breakdown of the management team's track record and compensation.

How material are these U.S. Navy awards for Curtiss-Wright’s existing business mix?

The more than US$225 million of propulsion and control work stretches through 2030, which links into Curtiss-Wright’s long-cycle naval programs rather than a one off spike. Investors can compare that contract value to the firm’s Q3 2026 revenue of US$952.59 million to gauge scale and timing against current sales.

Does this change the Curtiss-Wright Narrative investors have been using?

The new Navy awards sit directly on top of the Narrative’s core catalyst of defense and nuclear demand feeding into a US$4.3b backlog and higher naval related expectations. They reinforce the idea that execution on defense electronics and Naval & Power capacity, not new markets, is the main swing factor for earnings and cash conversion.

See how these catalysts shape Curtiss-Wright's path to a $681 fair value.

What is the key sign to watch next to see if this thesis holds up?

The clearest test is how these Navy contracts show up in reported backlog and segment results through 2027, particularly order conversion and margins in the Defense Electronics and Naval & Power segments. Consistent contract milestones and stable profitability on this work would either validate or challenge the current execution focused story.

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