While there is no shortage of demand from the nuclear renaissance, the rate of deploying new reactors will be determined by the capacity of the supply chain. Expanding capacity for supply chain bottlenecks, such as pump manufacturing and uranium enrichment, is not addressed overnight.
Here is how Curtiss-Wright (CW) and Ducommun (DCO) have performed compared to their sector so far this year.
Curtiss-Wright is downgraded to sell as valuation fully reflects robust fundamentals and guidance through 2028. Despite a record $4.5B backlog and raised 2026 sales, margin, and FCF guidance, CW offers no additional upside at current price levels. Q2 delivered strong 5% revenue growth, broad margin expansion, and 37% higher free cash flow, but share repurchase activity lags potential.
Curtiss-Wright NYSE: CW raised its full-year 2026 earnings, revenue and free-cash-flow outlook after reporting second-quarter results that management said exceeded expectations, supported by growth across aerospace and defense and commercial markets, expanding margins and a growing order book.
While the top- and bottom-line numbers for Curtiss-Wright (CW) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Curtiss-Wright (CW) came out with quarterly earnings of $3.72 per share, beating the Zacks Consensus Estimate of $3.62 per share. This compares to earnings of $3.23 per share a year ago.
Curtiss-Wright (CW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Curtiss-Wright (CW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Here is how Curtiss-Wright (CW) and Outdoor Holding Company (POWW) have performed compared to their sector so far this year.
Curtiss-Wright's aerospace and defense strength, low debt and nuclear energy opportunities support growth as earnings and sales estimates point higher.
Curtiss-Wright (CW) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Curtiss-Wright Corporation (CW) Presents at 46th Annual William Blair Growth Stock Conference Transcript