Pulling SEC filings + quote and writing the call…

CURTISS WRIGHT CORP
Next earnings Aug 4, 2026 · consensus $3.71 EPS, $954M rev
Last earnings -2.5% on 2026-05-07
Elite defense/nuclear compounder with 19% ROE and rising margins, but a 60x P/E already prices in the growth.
Middling fundamentals and a rich price (~39% above fair value) leave little margin of safety — a wait-and-see.
Curtiss-Wright is a high-quality industrial compounder. Revenue has grown every year from $2.50B (FY2021) to $3.50B (FY2025), with FY2025 up 12.1% YoY, while net income climbed from $263M to $484M (+19.6% in FY2025) and diluted EPS rose 22.0% to $12.87 — helped by a 2.1% reduction in shares from $465M of buybacks (+86% YoY). Profitability is strong and improving: gross margin 37.2%, operating margin 18.1% (operating income +19.8%), net margin 13.8%, and ROE of 19.1%. Cash conversion is excellent — operating cash flow of $643M (+18.2%) exceeds reported net income against modest capex of $89.7M — funding both the heavy repurchases and a growing dividend.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.50B | $2.56B | $2.85B | $3.12B | $3.50B |
| Gross profit | $928M | $955M | $1.07B | $1.15B | $1.30B |
| Operating income | $377M | $423M | $485M | $529M | $634M |
| Net income | $263M | $294M | $355M | $405M | $484M |
| Diluted EPS | $6.47 | $7.62 | $9.20 | $10.55 | $12.87 |
| Net margin | 10.5% | 11.5% | 12.5% | 13.0% | 13.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0000026324, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 7:04:09 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Last 90 days: 0 open-market buys · 5 sales
| 2026-06-15 | Watts John C EVP & Chief Growth Officer | Sell | 200.00 @ $770.56 | $154K |
| 2026-06-12 | Bamford Lynn M Chair and CEO | Sell | 2.50K @ $758.20 | $1.90M |
| 2026-06-09 | Ogilby Gary A Senior VP & Corp Controller | Sell | 399.00 @ $721.95 | $288K |
| 2026-06-09 | Bamford Lynn M Chair and CEO | Sell | 2.50K @ $721.72 | $1.80M |
| 2026-06-01 | Wallace Peter C Director | Award | 221.00 @ $719.99 | $159K |
| 2026-05-29 | MINOR GLENDA J Director | Award | 20.00 @ $747.61 | $15.0K |
| 2026-05-27 | Watts John C EVP & Chief Growth Officer | Sell | 220.00 @ $752.91 | $166K |
| 2026-05-12 | MINOR GLENDA J Director | Award | 221.00 @ $735.34 | $163K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1043 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.