• Earlier this month, American Rheinmetall announced that Curtiss-Wright was selected to supply Turret Drive Stabilization Systems for the U.S. Army's XM30 prototype program, while Bell Textron also chose Curtiss-Wright's encrypted flight data recorders for the MV-75 FLRAA tiltrotor initiative.
• These high-profile contract awards underscore Curtiss-Wright’s position as a provider of advanced defense technologies that address evolving military requirements for both ground vehicles and aircraft.
• We'll explore how Curtiss-Wright’s latest wins in U.S. Army modernization programs could influence views on its growth trajectory.

Find companies with promising cash flow potential yet trading below their fair value.

Curtiss-Wright Investment Narrative Recap

To be a Curtiss-Wright shareholder, you need confidence in its ability to secure major defense and nuclear contracts, while navigating the risks of contract timing, budget shifts, and evolving technology demands. The recent wins with American Rheinmetall and Bell Textron validate Curtiss-Wright's relevance in new military modernization efforts, but the impact on near-term catalysts remains modest since revenue diversification and winning long-cycle, high-value programs continue to be the most important drivers. The biggest risk is still the company’s dependence on large government contracts, and these awards do not eliminate the potential for contract or budget volatility.

The American Rheinmetall contract for the XM30 prototype phase stands out as especially relevant, directly tying Curtiss-Wright’s turret stabilization technology to next-generation U.S. Army priorities. This award aligns with the broader multi-year defense budget expansion catalyst, supporting the long-term outlook but leaving the timing of program transitions and down-selection as factors to monitor.

However, investors should also watch for budget-driven delays, because even with a growing order pipeline, there is always a risk that...

Curtiss-Wright's outlook anticipates $4.0 billion in revenue and $593.3 million in earnings by 2028. This scenario requires 6.8% annual revenue growth and a $141.9 million increase in earnings from the current $451.4 million.

Uncover how Curtiss-Wright's forecasts yield a $569.50 fair value, in line with its current price.

Exploring Other Perspectives

Simply Wall St Community members have set fair value estimates for Curtiss-Wright between US$378.65 and US$569.50 across two views. While some expect defense spending trends to drive multi-year demand, opinions differ widely so explore these diverse perspectives to understand the full range of potential outcomes.

Explore 2 other fair value estimates on Curtiss-Wright - why the stock might be worth 34% 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.