Description

Curtiss-Wright: How Defense, Nuclear, and Aerospace Are Converging Into a Durable Earnings Story!

Curtiss-Wright delivered a strong set of results for the fourth quarter and full year 2025, reflecting broad-based demand across aerospace, defense, and commercial markets, alongside disciplined operational execution. Revenue growth accelerated meaningfully in the quarter, supported by double-digit organic growth and contributions from recent acquisitions, while operating income and earnings expanded at a pace broadly in line with sales. Margin performance remained robust despite elevated research and development spending, indicating effective absorption and cost control. Free cash flow generation was a notable strength, aided by high conversion rates and continued progress in working capital efficiency, even as capital expenditures increased sharply to support growth initiatives. Across its end markets, Aerospace and Defense continued to provide a stable foundation. Defense demand was driven by naval propulsion programs, embedded computing, and international military sales, reflecting alignment with U.S. and allied defense priorities.