Curtiss-Wright Corporation — Cyborg Score 8/10

Strong
Aerospace & Defense

Strategic Profile

Curtiss-Wright is differentiated by strength in a combined portfolio benefitting from long-term stability in defense businesses and agility in commercial businesses, executing a Pivot to Growth strategy centered on top line acceleration through organic and inorganic sales growth. The company achieved 8.8% compounded annual growth rate over the last five years, slightly above average industrials companies, demonstrating customer resonance with its offerings.

Cyborg Score Rationale

Annualized revenue growth of 10.9% over the last two years is above its five-year trend, suggesting accelerating demand. The company demonstrates strong profitability with 18.3% operating margin and 13.78% net margin, manages operations efficiently, and exhibits financial strength with 1.75 current ratio and 0.45 debt-to-equity ratio.

Top Insights

  • Most recent acquisition was Ultra Energy (Electronic Equipment and Instruments) completed December 31, 2024, expanding defense electronics capabilities.
  • With ~$23.4B market capitalization, Curtiss-Wright demonstrates 9.7% three-year revenue growth rate as significant Aerospace & Defense player in Industrials sector.
  • Q4 2025 revenue of $947M exceeded Wall Street estimates by 6.4% with 14.9% year-on-year growth, demonstrating execution strength.
  • Since 2021, company focused on collaboration and innovation while managing global supply chain challenges, strengthening market positions and driving operational efficiency.

Named Competitors

  • Moog — Aerospace & defense motion control systems
  • Woodward — Aerospace & industrial control solutions
  • Mercury Systems — Defense electronics and embedded computing
  • Leonardo DRS — Defense electronics and sensor systems

Recent Developments

  • (February 2026) Selected by Boeing to supply mission computers for U.S. Air Force C-17 Fleet Modernization
  • (December 2024) Completed acquisition of Ultra Energy to strengthen Defense Electronics segment
  • (February 2026) Issued strong 2026 guidance with $3.74B revenue and $14.93 adjusted EPS, both exceeding consensus estimates

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