$CW

Curtiss-Wright reported Q2 2026 sales of $924M, adjusted EPS of $3.72, and adjusted operating margin of 19.4%, all above expectations. The company raised full-year guidance to 8-9% sales growth and 14-16% EPS growth, with free cash flow outlook at $585M-$605M. New orders increased 8% YoY to $1.1B, and backlog reached $4.5B, up 10% from year-end 2025.

AerSale (ASLE) reported a 33.9% revenue decline, missing estimates, and its stock fell 12.9%. Curtiss-Wright (CW) saw a 5.4% revenue increase, meeting expectations, but its stock dropped 23.2%. ATI (ATI) reported a 10.6% revenue growth, beating estimates, and its stock remained flat. The article also discusses broader market risks.

Curtiss-Wright plans an $80M expansion of its Cheswick, Pennsylvania facility, focusing on naval and nuclear markets. The investment includes new buildings and aims to create 150 jobs over three years, while retaining 860 existing positions.

Curtiss-Wright won a deal with Northrop Grumman to supply threat-detection processors for U.S. Army Apache and future MV-75 aircraft. The processors will detect, classify, and respond to threats in real time, with modular architecture for future upgrades. The system will integrate with Northrop Grumman’s ATHENA sensor for 360-degree situational awareness. Curtiss-Wright claims its processor excels in high-demand environments, supporting latency-critical protection systems.

Curtiss-Wright secured $40M contracts from Leidos to supply electromechanical actuators and rugged computers for the U.S. Army's Indirect Fire Protection Capability Increment 2 (IFPC Inc 2) system, which defends against cruise missiles, rockets, and drones. The company's DuraCOR 8044 mission computer and adapted roller screw technologies will support the mobile defense platforms. The system is part of the Army's broader strategy to enhance air defense in regions like the Indo-Pacific.

The U.S. Army's Project Janus selected five companies, including BWX Technologies (BWXT) and Westinghouse (partly owned by Cameco Corp. (CCJ)), to deploy microreactors at military bases. The Nuclear Energy Launch Pad added 13 new projects, including Lightbridge (LTBR) and Oklo (OKLO). The U.S. Army will invest up to $2.2 billion through 2031, with reactors operational by 2028. These initiatives highlight the expansion of advanced nuclear energy programs.

Curtiss-Wright has secured $40 million in contracts from Leidos for the U.S. Army's Indirect Fire Protection Capability program, providing electromechanical actuation and mission computing solutions. The company made forward-looking statements about the program's success and future opportunities, acknowledging potential risks and uncertainties.

Curtiss-Wright (CW) EVP John C. Watts sold 1,035 shares via an exchange fund at $619.46 per share on Aug. 27, 2026. Post-transaction, he holds 2,736 shares worth $1.66M. CW has a $22.9B market cap, $3.7B TTM revenue, and expects 8.5% revenue growth in 2026.

Curtiss-Wright Corp (CW) EVP John Watts sold 1,035 shares on 2026-08-27, reducing his stake to 2,736 shares. The stock traded at $619.46, giving the company a $22.36B market cap. Over the past year, Watts sold 3,015 shares and bought none, mirroring broader insider selling trends. CW's P/E ratio of 41.67 is above industry and historical averages, suggesting elevated valuation.

Watts John C (EVP & Chief Growth Officer) sold 1,035 shares of CURTISS WRIGHT CORP (CW) at $619.46 ($0.64M total) on 2026-08-27.