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Defense

Curtiss-Wright Corporation

CWNYSEpicks-and-shovels
Market cap$20B
Conviction4/ 5
HQDavidson, NC
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For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 1Y

$545.15

+23.0%

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.

  • Sep 22
    LeadershipSEC

    8-K filing (items 5.02, 9.01) discloses officer or director change.

  • Sep 14
    OtherSEC

    Curtiss-Wright files 8-K covering items 8.01 (other events) and 9.01.

  • Aug 11
    OtherSEC

    Curtiss-Wright files 8-K covering items 8.01 (other events) and 9.01 (exhibits).

  • Aug 6
    Financial resultsSEC

    Curtiss-Wright files 8-K (items 2.02, 9.01) disclosing results of operations and financial condition.

  • May 20
    OtherSEC

    8-K filing with items 1.01,1.02,2.03,8.01,9.01 on material agreements and obligations.

  • May 7
    Financial resultsSEC

    Curtiss-Wright Corporation files 8-K (items 2.02, 9.01) disclosing financial results.

Not financial advice — research and opinion only. Disclosures