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CW Stock Analysis - CURTISS WRIGHT CORP AI Rating

CW NYSE Misc Industrial & Commercial Machinery & Equipment DE CIK: 0000026324
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
AI Rating
STRONG BUY
92% Confidence

📊 CW Key Takeaways

Revenue: $3.5B
Net Margin: 13.8%
Free Cash Flow: $553.7M
Current Ratio: 1.44x
Debt/Equity: 0.38x
EPS: $12.87
AI Rating: STRONG BUY with 92% confidence

Investment Thesis

Curtiss Wright demonstrates exceptional operational excellence with strong double-digit revenue growth (12.1% YoY) and accelerating profitability, with net income growing 19.6% YoY. The company exhibits fortress-like financial health with a robust interest coverage ratio of 20.3x, conservative debt-to-equity of 0.38x, and excellent free cash flow generation of $553.7M representing 15.8% of revenue. Superior returns on equity (19.1%) and assets (9.3%) combined with expanding operating margins (18.1%) indicate sustainable competitive advantages and effective capital allocation.

CW Strengths

  • + Strong revenue growth of 12.1% YoY with net income outpacing revenue growth at 19.6%, indicating operating leverage and margin expansion
  • + Exceptional liquidity position with $371.3M cash, 1.44x current ratio, and 20.3x interest coverage demonstrating financial flexibility
  • + Outstanding free cash flow generation of $553.7M with 15.8% FCF margin, providing substantial capital for dividends, buybacks, or debt reduction
  • + Healthy balance sheet with conservative 0.38x debt-to-equity ratio and strong profitability ratios (gross margin 37.2%, operating margin 18.1%, net margin 13.8%)
  • + High insider trading activity with 36 Form 4 filings in last 90 days, suggesting positive sentiment from company insiders

CW Risks

  • ! Moderate leverage with $957.9M long-term debt, though manageable given strong cash generation and coverage ratios
  • ! Quick ratio of 1.00x indicates potential working capital constraints if liquidity needs accelerate
  • ! Revenue growth of 12.1% may not be sustainable long-term depending on market cyclicality in industrial equipment sector

Key Metrics to Watch

CW Financial Metrics

Revenue
$3.5B
Net Income
$484.2M
EPS (Diluted)
$12.87
Free Cash Flow
$553.7M
Total Assets
$5.2B
Cash Position
$371.3M

💡 AI Analyst Insight

CURTISS WRIGHT CORP presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

CW Profitability Ratios

Gross Margin 37.2%
Operating Margin 18.1%
Net Margin 13.8%
ROE 19.1%
ROA 9.3%
FCF Margin 15.8%

CW vs Industrial Sector

How CURTISS WRIGHT CORP compares to Industrial sector averages

Net Margin
CW 13.8%
vs
Sector Avg 10.0%
CW Sector
ROE
CW 19.1%
vs
Sector Avg 15.0%
CW Sector
Current Ratio
CW 1.4x
vs
Sector Avg 1.8x
CW Sector
Debt/Equity
CW 0.4x
vs
Sector Avg 0.7x
CW Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

CW Balance Sheet & Liquidity

Current Ratio
1.44x
Quick Ratio
1.00x
Debt/Equity
0.38x
Debt/Assets
51.5%
Interest Coverage
20.34x
Long-term Debt
$957.9M

CW 5-Year Financial Trend

CW 5-year financial data: Year 2023: Revenue $2.8B, Net Income $262.8M, EPS $6.47. Year 2024: Revenue $3.1B, Net Income $294.3M, EPS $7.62. Year 2025: Revenue $3.5B, Net Income $354.5M, EPS $9.20.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: CURTISS WRIGHT CORP's revenue has grown significantly by 23% over the 5-year period, indicating strong business expansion. The most recent EPS of $9.20 reflects profitable operations.

CW Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
15.8%
Free cash flow / Revenue

CW Quarterly Performance

Quarterly financial performance data for CURTISS WRIGHT CORP including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $798.9M $111.2M $2.89
Q2 2025 $784.8M $99.5M $2.58
Q1 2025 $713.2M $76.5M $1.99
Q3 2024 $724.3M $96.8M $2.51
Q2 2024 $704.4M $81.0M $2.10
Q1 2024 $630.9M $56.8M $1.48
Q3 2023 $630.5M $73.8M $1.91
Q2 2023 $609.4M $70.9M $1.83

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

CW Capital Allocation

Operating Cash Flow
$643.4M
Cash generated from operations
Stock Buybacks
$465.0M
Shares repurchased (TTM)
Capital Expenditures
$89.7M
Investment in assets
Dividends Paid
$34.7M
Returned to shareholders

CW SEC Filings

Access official SEC EDGAR filings for CURTISS WRIGHT CORP (CIK: 0000026324)

📋 Recent SEC Filings

Date Form Document Action
Mar 19, 2026 4 xslF345X06/wk-form4_1773950528.xml View →
Mar 19, 2026 4 xslF345X06/wk-form4_1773950503.xml View →
Mar 18, 2026 4 xslF345X06/wk-form4_1773864405.xml View →
Mar 18, 2026 4 xslF345X06/wk-form4_1773864366.xml View →
Mar 18, 2026 4 xslF345X06/wk-form4_1773864304.xml View →

Frequently Asked Questions about CW

What is the AI rating for CW?

CURTISS WRIGHT CORP (CW) has an AI rating of STRONG BUY with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CW's key strengths?

Strong revenue growth of 12.1% YoY with net income outpacing revenue growth at 19.6%, indicating operating leverage and margin expansion. Exceptional liquidity position with $371.3M cash, 1.44x current ratio, and 20.3x interest coverage demonstrating financial flexibility.

What are the risks of investing in CW?

Moderate leverage with $957.9M long-term debt, though manageable given strong cash generation and coverage ratios. Quick ratio of 1.00x indicates potential working capital constraints if liquidity needs accelerate.

What is CW's revenue and growth?

CURTISS WRIGHT CORP reported revenue of $3.5B.

Does CW pay dividends?

CURTISS WRIGHT CORP pays dividends, with $34.7M distributed to shareholders in the trailing twelve months.

Where can I find CW SEC filings?

Official SEC filings for CURTISS WRIGHT CORP (CIK: 0000026324) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CW's EPS?

CURTISS WRIGHT CORP has a diluted EPS of $12.87.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI