Curtiss-Wright (CW) investor relations material

Growth strategy and market positioning

• Pivot-to-growth strategy focuses on organic growth, operational excellence, and strong free cash flow, compounding earnings at a mid-teens rate over time.

• Aerospace and defense make up two-thirds of the portfolio, with commercial aerospace showing the highest growth rate at 13%-15%.

• Strong positions on major Airbus and Boeing platforms, with new mandates for 25-hour flight data recorders driving additional growth.

• Defense business is well-aligned with NATO spending increases and U.S. naval shipbuilding priorities.

• Partnership with Rheinmetall for turret drive stabilization equipment positions well for NATO ground vehicle investments.

Defense electronics and innovation

• Defense electronics is a $1 billion, high-margin business, leveraging commercial go-to-market strategies and compliance with open standards like MOSA/SOSA CMOSS.

• Over 20 new products aligned with open standards are being introduced this year, broadening applications and market reach.

• Embedded Blackwell processor partnership with NVIDIA and Azure validation for small form factor products expand technological differentiation.

• Tactical communications and electromechanical actuation products are integral to emerging U.S. defense systems like Golden Dome.

• Well-entrenched in networking capabilities for national defense, with early-stage opportunities in classified projects.

International and NATO opportunities

• Direct sales to NATO and allied countries span aerospace, naval, and ground defense markets, including embedded computing and arresting systems.

• Strong relationship with Rheinmetall supports growth in turret drive stabilization systems, with recent orders for German and Hungarian vehicles.

• NATO's push to increase defense spending from 2% to 5% of GDP is expected to accelerate growth.

• Ground defense revenues have grown at a mid-teens pace, exceeding 20% growth this year and representing 10% of total business.