Curtiss-Wright(NYSE) CW

Curtiss-Wright makes specialized parts for airplanes, power plants, and military vehicles. These products help keep travel safe and power systems running reliably. The company serves big groups like the U.S. government and large plane makers.

What They Build

• Naval and Power: Pumps, valves, and systems for nuclear submarines and aircraft carriers; accounts for 37% of 2025 net sales.
• Defense Electronics: Rugged computing boards and data recorders for fighter jets and battlefield networks; accounts for 40% of 2025 net sales.
• Aerospace and Industrial: Sensors and flight controls for commercial planes plus vehicle shifters; accounts for 23% of 2025 net sales.

Where the Company Is Heading

• The company follows a Pivot to Growth strategy to increase sales through new technology and buying other firms.
• A central One Curtiss-Wright vision aims to combine resources across different business units for better efficiency.
• Business is shifting toward new Small Modular Reactors (SMRs), which are compact nuclear power plants for electricity and data centers.

What Makes Them Different

The company has a deep history in flight and nuclear power, holding parts on more than 400 defense platforms. Most of its products are mission-critical, meaning they are designed to never fail in dangerous environments.

The Recent Financial Scorecard

• Net sales reached $1.65 billion for U.S. government work in 2025, up 10% from 2024.
• Operating income hit $183.5 million in Q4 2025, an 18.5% increase over the same period in 2024.
• Free cash flow grew to $315.1 million in Q4 2025, up 13.3% from the prior year.
• Net income for Q4 2025 was $137 million, representing a 16.2% rise year-over-year.

Bottom Line

Curtiss-Wright has moved from a traditional manufacturer to a high-tech provider of electronic and nuclear systems. This shift has created a stable business tied to long-term government defense and energy projects.