Curtiss-Wright (CW) Investor presentation summary

Business overview and market positioning

• Leading provider of engineered, mission-critical technologies in aerospace, defense, commercial nuclear, and industrial markets, with a broad and integrated portfolio.

• 2026 estimated revenue exceeds $3.7B, with 70% from aerospace and defense and 30% from commercial markets.

• Global footprint with 76% of sales in North America, 15% in Europe, and 9% in Asia/Other.

• Strong domain expertise, long-standing customer relationships, and a culture focused on innovation and operational excellence.

Strategic growth drivers and investments

• "Pivot to Growth" strategy leverages a $4.3B backlog and targets high-growth vectors through R&D, talent, and systems investments.

• Focused investments in innovation, digital transformation, and capacity expansion to accelerate organic growth.

• Portfolio management emphasizes R&D intensity, velocity, and efficiency, increasing unique opportunities in the pipeline.

• Proactive alignment with secular trends in naval shipbuilding, battlefield technology, commercial aerospace, and commercial nuclear markets.

Market segment performance and opportunities

• Defense markets benefit from strong positions on key platforms (e.g., Ford-class carriers, F-35), with growth driven by U.S. DoD priorities and technological trends like MOSA and cybersecurity.

• Commercial aerospace sees growth from OEM production ramp-ups, innovation, and green initiatives, with a 90% OEM/10% aftermarket sales split.

• Power & process segment supports global nuclear projects and next-gen reactors, with strong aftermarket presence and demand for critical valve technologies.

• General industrial market advances efficiency, safety, and emissions reduction, with a focus on electrification and automation.