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    Curtiss-Wright (CW) Valuation Check After Strong Results Guidance And New Boeing Avionics Contract

    Simply Wall St·02/18/2026 13:17:36
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    Earnings, guidance, contract win and cash returns put Curtiss-Wright (CW) in focus

    Curtiss-Wright (CW) is back on investors radar after publishing fourth quarter and full year 2025 results, issuing 2026 earnings guidance, detailing share repurchases, affirming its dividend, and securing a multi year avionics contract with Boeing.

    See our latest analysis for Curtiss-Wright.

    The recent earnings release, fresh 2026 guidance, Boeing avionics contract and ongoing buybacks have come alongside firm momentum, with a 90 day share price return of 25.56% and a 1 year total shareholder return of 111.76% pointing to strong longer term gains.

    If this kind of defense and aerospace strength has your attention, it could be a good moment to widen your watchlist and check out 24 power grid technology and infrastructure stocks as a fresh set of infrastructure ideas to research next.

    With Curtiss-Wright shares up 25.56% in 90 days and 111.76% over 1 year, plus buybacks and a Boeing contract in play, is there still value on the table, or is the market already pricing in future growth?

    Most Popular Narrative: 13.1% Overvalued

    At a last close of $688 against a narrative fair value of $608.17, Curtiss-Wright is framed as priced above that narrative, which leans on long term defense and nuclear demand assumptions.

    Record backlog growth (+12% YTD to $3.8B), strong book-to-bill ratios (1.2x in A&D), and a healthy order pipeline in both defense and nuclear align with management's confidence in posting 9 to 10% sales growth, 16 to 19% EPS growth, and over 100 bps of margin expansion in 2025, signaling undervaluation if current pricing underappreciates this forward visibility and operational leverage.

    Read the complete narrative.

    Want to see what is sitting behind that growth path and premium earnings multiple? The narrative leans on tightly specified revenue, margin and valuation assumptions that could change how you look at $608.17.

    Result: Fair Value of $608.17 (OVERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, heavy reliance on large defense and nuclear contracts, as well as any slowdown in industrial demand, could disrupt the growth path that currently supports that premium valuation.

    Find out about the key risks to this Curtiss-Wright narrative.

    Next Steps

    If this mix of potential upside and uncertainty leaves you on the fence, take a closer look at the details now. Weigh both sides for yourself, starting with 2 key rewards and 1 important warning sign.

    Looking for more investment ideas?

    If Curtiss-Wright has sharpened your focus, do not stop here. Broaden your research now so you do not miss other opportunities setting up under the radar.

    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.