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Price · 1Y
$750.19
Thesis
Curtiss-Wright supplies niche, highly-engineered components across naval nuclear, defense electronics, and aerospace actuation. Its sole-source position on US carrier and submarine reactor plants is among the most durable franchises in the defense supply chain.
The defense electronics and embedded-computing business adds growth exposure to modernization programs without taking prime-contractor risk.
Catalysts
- Columbia-class and Virginia-class submarine production ramps
- Carrier reactor refueling and overhaul cycle
- Embedded computing content on next-gen platforms
- Small modular reactor commercial nuclear adjacency
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.