• Curtiss-Wright and Green Hills Software recently announced a new high-performance COTS platform that pairs Curtiss-Wright’s SOSA-aligned V3-1222 3U VPX module, featuring a 13th Gen Intel Core i7 and Iris Xe graphics, with Green Hills’ FACE-certified INTEGRITY-178 tuMP real-time operating system for safety-certifiable aerospace computing.
• This alliance extends safety-certifiable multicore computing into demanding defense, commercial aviation, and emerging air mobility uses by combining open standards, DAL A-focused certification support, and built-in security and diagnostics features on a single-slot module.
• We’ll now assess how this safety-certifiable multicore aerospace platform could influence Curtiss-Wright’s investment narrative built around advanced defense technologies.

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Curtiss-Wright Investment Narrative Recap

Curtiss-Wright’s appeal rests on belief in sustained demand for high value defense and aerospace electronics and disciplined capital deployment. The new safety certifiable multicore platform reinforces that thesis but does not meaningfully change the near term focus on executing large defense and nuclear contracts, or the key risk that hardware centric budgets could gradually tilt toward software driven solutions.

Among recent announcements, the company’s Q3 2025 results, with revenue of US$869.17 million and year to date sales of US$2,551.39 million, matter most in framing this news. The Green Hills alliance fits into the broader push toward advanced embedded computing that underpins those results, while also sitting against a backdrop of a share price that already reflects strong multi year execution.

Yet investors should be aware that if defense customers accelerate their shift toward pure software and AI solutions, Curtiss-Wright’s hardware centric portfolio could...

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 4% downside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community fair value estimates for Curtiss-Wright span roughly US$438.54 to US$608.17, underscoring how far apart independent views can be. Set against this range, the risk that defense budgets keep drifting toward software and away from Curtiss-Wright’s hardware focused offerings could have important implications for how those valuations play out over time, so it is worth weighing several perspectives before forming your own view.

Explore 3 other fair value estimates on Curtiss-Wright - why the stock might be worth 31% 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.