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Curtiss-Wright (CW) investor relations material
Curtiss-Wright Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Defense market outlook and growth
Defense business has consistently outpaced U.S. DOD budget growth, with strong positions in shipbuilding and defense electronics, supported by significant R&D investment.
Well-aligned with FY 2026 defense budget priorities, including shipbuilding cadence and long-lead funding for major programs.
Positioned on 400 platforms and 3,000 programs globally, with growing aftermarket and foreign military sales, expecting 20% FMS growth in 2025.
Embedded computing and tactical communications are key international growth drivers, with NATO's increased spending representing a $400 billion opportunity over the next decade.
Defense electronics margins are near 27%, with ongoing operational improvements and a focus on maintaining state-of-the-art technology.
Commercial aerospace and nuclear power opportunities
FAA's 25-hour cockpit recorder mandate is driving growth, with retrofits and new builds ramping up, and key certifications with Boeing and Airbus expected by 2026.
Commercial nuclear aftermarket is strong, with executive orders accelerating plant life extensions and new build activity in the U.S. and Europe.
First AP1000 order expected in 2026, with Poland and Bulgaria as leading opportunities; site-specific engineering is the final milestone before major contracts.
Small modular reactors (SMRs) present a significant long-term growth area, with partnerships like Rolls-Royce and X Energy, and prototyping work beginning in 2026-2027.
Subsea pumps represent a new market, leveraging core technology, with $250 million in orders expected by decade's end.
Strategic initiatives and capital deployment
Pivot to growth strategy launched four and a half years ago is yielding results, with multiple new product cycles just beginning.
M&A remains the top strategic use of capital, focusing on differentiated IP and durable revenue streams, with both bolt-on and transformative deals considered.
Strong cash flow supports record share buybacks ($450 million in 2024) and a growing dividend, with a disciplined approach to capital allocation.
Capacity planning and supply chain readiness are priorities to support anticipated nuclear build-out, with flexibility to expand as demand grows.
Regulatory streamlining and executive orders are making new nuclear capacity more feasible and affordable, supporting long-term industry growth.
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