Reasons to Include Curtiss-Wright Stock in Your Portfolio Right Away

Zacks Investment Research highlights Curtiss-Wright (CW) as a strong investment in the Aerospace Defense Equipment industry, citing a Zacks Rank #2 (Buy) rating. The consensus EPS estimate for 2025 has increased 3.2% to $12.55 over the past 30 days, with revenue expected to grow 8.3% to $3.38 billion; the company's commercial nuclear aftermarket sales are also a key growth driver, further bolstered by the acquisition of Ultra Energy. CW's stock has rallied 35.7% in the past three months, significantly outperforming the industry's 7.9% growth.

Analysis

Curtiss-Wright Corp. (CW) exhibits strong investment appeal within the Aerospace Defense Equipment industry, supported by a Zacks Rank #2 (Buy) and positive financial indicators. The consensus earnings per share (EPS) estimate for 2025 has increased by 3.2% to $12.55 over the past 30 days, with anticipated 2025 revenues of $3.38 billion, marking an 8.3% growth. The company's long-term earnings growth rate is projected at 12%, and it has a consistent history of exceeding expectations, delivering an average earnings surprise of 13.34% over the last four reported quarters. Financially, CW maintains a robust profile with a total debt-to-capital ratio of 27.25%, substantially lower than the industry average of 52.52%, and a times interest earned ratio of 13.3 as of Q1 2025, indicating a strong capacity to service its debt. Furthermore, its return on equity (ROE) of 18.02% surpasses the industry average of 11.19%, and its Q1 2025 current ratio of 1.89 exceeds the industry's 1.79, signaling efficient capital utilization and solid liquidity. Growth is notably driven by its commercial nuclear aftermarket sales, which saw a significant increase in Q1 2025 due to demand for advanced small modular reactors, a segment further strengthened by the December 2024 acquisition of Ultra Energy. Shareholder value is enhanced through initiatives like the recent 14.3% dividend increase to 24 cents per share. Reflecting these strengths, CW's stock has rallied 35.7% in the past three months, significantly outperforming the industry's 7.9% growth.

Key Decisions for Investors

• Investors should consider Curtiss-Wright's compelling growth prospects, underpinned by positive analyst revisions, strong performance in its commercial nuclear segment, and a consistent record of earnings beats.
• The company's sound financial health, characterized by a low debt-to-capital ratio, superior return on equity, and increasing dividends, warrants attention for those seeking quality and shareholder returns in the aerospace and defense sector.
• Given the significant 35.7% stock price appreciation in the last three months, investors should monitor the successful integration of Ultra Energy and sustained momentum in the nuclear business to validate continued outperformance.