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    Does Strong 2026 Guidance, C-17 Win and Buybacks Change The Bull Case For Curtiss-Wright (CW)?

    Simply Wall St·02/17/2026 03:18:10
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    • Curtiss-Wright recently reported past fourth-quarter 2025 revenue of US$946.98 million and net income of US$137 million, issued 2026 guidance calling for higher sales and earnings, confirmed its quarterly US$0.24 dividend, and completed a multi-year buyback program that retired 17.46% of its shares.
    • The company also announced that Boeing selected it to supply mission computer technology for the C-17 modernization program under a contract valued at more than US$400 million over its life, reinforcing the depth of Curtiss-Wright’s roles on long-duration defense platforms.
    • We’ll now examine how Curtiss-Wright’s upbeat 2026 guidance and strong C-17 contract win could reshape its existing investment narrative.

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    Curtiss-Wright Investment Narrative Recap

    To own Curtiss-Wright, you need to be comfortable with a company tied closely to defense, nuclear and industrial spending, where contract timing and budget shifts can meaningfully sway results. The key near term catalyst is management’s 2026 outlook for higher sales and earnings; the latest guidance supports that story but does not eliminate the central risk that large defense and nuclear programs could be delayed or resized, which would still weigh on revenue visibility.

    The C-17 mission computer award from Boeing, valued at more than US$400 million over its life, looks particularly relevant. It reinforces Curtiss-Wright’s embedded role on long-lived defense platforms at the same time the company is guiding to higher 2026 sales and operating income. For investors focused on contract concentration risk and hardware exposure, this win highlights both the appeal of deep platform content and the dependence on continued defense modernization budgets.

    Yet behind the strong guidance and C-17 win, investors should also be aware that...

    Read the full narrative on Curtiss-Wright (it's free!)

    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 11% downside to its current price.

    Exploring Other Perspectives

    CW 1-Year Stock Price Chart
    CW 1-Year Stock Price Chart

    Some of the most pessimistic analysts were only assuming about US$3.9 billion of revenue and US$565.9 million of earnings by 2028, so if you worry about naval timing and Defense Electronics disruptions, this new contract and guidance could either ease those concerns or prompt you to test whether that more cautious view still holds up.

    Explore 4 other fair value estimates on Curtiss-Wright - why the stock might be worth as much as 13% more 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.

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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.