CW

Curtiss-Wright is well-positioned in defense modernization, leveraging component sales and engineering to drive consistent earnings growth. I maintain a Buy rating, contingent on CW generating positive earnings momentum and operational execution during the next production cycle, without assuming multiple expansions. Key growth drivers include modular mission computing wins, naval production expansion, and disciplined factory execution to improve throughput and margins.

Curtiss-Wright (CW) reported earnings 30 days ago. What's next for the stock?

Two of the most significant government-led nuclear energy programs are illustrating how quickly the advanced nuclear field is expanding. The Nuclear Energy Launch Pad added 13 reactor and fuel cycle technology projects to its development pipeline.

Sold 1,035 shares for a total transaction value of ~$641,000 on Aug. 27, 2026. The transaction involved shares equal to 27% of the equity stake held before the filing.

Curtiss-Wright (CW) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Since the announcement of Microsoft (MSFT) working with Constellation Energy (CEG) to restart a reactor at the Three Mile Island plant, publicly traded companies in the nuclear sector have seen significant stock price changes.

The U.S. Department of Energy (DOE) has given X-Energy (XE) up to $1 billion in additional public funding support for its high-temperature gas-cooled reactor project in Texas. The funding marks another significant federal commitment to advancing next-generation nuclear power generation to meet growing electricity demands.

DAVIDSON, N.C.--(BUSINESS WIRE)---- $CW--Curtiss-Wright today announced a $100 million expansion of its 2026 share repurchase program, which is now expected to yield annual share repurchases of $260 million in 2026. “We are pleased to announce another $100 million expansion of our 2026 repurchase program, which underscores our disciplined approach to long-term value creation for our shareholders,” said Lynn M. Bamford, Chair and CEO of Curtiss-Wright Corporation. “In addition, it reflects our Board of.

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.