Curtiss-Wright (CW) AI Stock Analysis

Company Guidance

For full year 2026, Curtiss-Wright projects total sales to increase 8% to 10%, total operating income to grow 12% to 14%, operating margin expansion of 60 to 80 basis points to a record range of 19.2% to 19.4%, and adjusted diluted EPS of $15.40 to $15.50, up 16% to 18%; Aerospace Defense sales growth is expected at 14% to 16%, total aerospace and defense sales at 8% to 10%, naval defense sales at 9% to 11%, Power and Process sales at 13% to 15%, general industrial sales at 3% to 5%, and total commercial markets sales at 8% to 10%. By segment, Aerospace and Industrial revenue is projected to grow 10% to 11%, operating income 17% to 19%, and operating margin expansion of 110 to 130 basis ranging from 18.5% to 18.7%; Defense Electronics sales are expected to grow 4% to 6%, operating income 5% to 7%, and operating margin expansion of 20 to 40 basis reflecting a range of 27.5% to 27.7%; and Naval and Power sales are expected to grow 11% to 12%, operating income 16% to 18%, and operating margin expansion of 70 to 90 basis points. Free cash flow guidance was raised by $10 million to a new range of $595 million to $615 million, with free cash flow conversion in excess of 105%, and the company is on pace to complete a near record $460 million in share buyback.