The 5 Most Interesting Analyst Questions From Curtiss-Wright’s Q4 Earnings Call

The 5 Most Interesting Analyst Questions From Curtiss-Wright’s Q4 Earnings Call

Kayode Omotosho

Wed, February 18, 2026 at 2:39 PM GMT+9 4 min read

In this article:

•                                       StockStory Top Pick 
  

  CW

  +0.55%

Curtiss-Wright’s Q4 results drew a positive market response, reflecting robust sales momentum in both aerospace and defense, as well as commercial nuclear markets. Management attributed the outperformance to organic growth in defense segments, accelerated international and NATO-related demand, and successful integration of recent acquisitions. CEO Lynn Bamford noted, “Our performance reflects the critical positioning of our technologies across our A&D and commercial markets, our ongoing pursuit of operational and commercial excellence, and our commitment to delivering exceptional results for our shareholders.” Investments in research and development and operational efficiency initiatives were also key contributors.

Is now the time to buy CW? Find out in our full research report (it’s free).

Curtiss-Wright (CW) Q4 CY2025 Highlights:

**Revenue:** $947 million vs analyst estimates of $890.4 million (14.9% year-on-year growth, 6.4% beat)

**Adjusted EPS:** $3.79 vs analyst estimates of $3.69 (2.8% beat)

**Adjusted EBITDA:** $218.1 million vs analyst estimates of $208.2 million (23% margin, 4.8% beat)

**Adjusted EPS guidance for the upcoming financial year 2026** is $14.93 at the midpoint, beating analyst estimates by 2.1%

**Operating Margin:** 19.2%, in line with the same quarter last year

**Market Capitalization:** $25.37 billion

While we enjoy listening to the management’s commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Curtiss-Wright’s Q4 Earnings Call

**Kristine Liwag (Morgan Stanley)** asked about Curtiss-Wright’s exposure to missile programs and how demand in this area could impact growth. CEO Lynn Bamford explained the company’s direct missile content is limited but emphasized broad positioning in defense technologies such as networking and sensors.

**Alexandra Eleni Mandery (Bank of America)** pressed for details on the expected AP1000 reactor order and its financial implications. CEO Bamford clarified that the order could come from either Europe or the U.S., would be through Westinghouse, and that size and timing remain uncertain but are not included in current guidance.

**Greg Galberg (Wolfe Research)** questioned how Curtiss-Wright maintains strong free cash flow despite rising capital expenditures. CFO K. Christopher Farkas detailed improved contract negotiations, working capital management, and new systems for cash flow tracking.

**Bradley Oyster (Citi)** inquired about margin headwinds in the power and process segment, distinguishing between structural and seasonal factors. Farkas noted the impact of the transition to SMR prototyping and growing aftermarket content, which should support future margin improvement as production ramps up.

**Nathan Hardie Jones (Stifel)** sought clarification on the contribution of operational excellence initiatives to recent margin expansion. CEO Bamford and CFO Farkas explained ongoing benefits from supply chain improvements, pricing, and restructuring, with $12 million in savings realized in 2025 and more targeted for 2026.

 






Story Continues  

Catalysts in Upcoming Quarters

Looking forward, the StockStory team will be monitoring (1) the timing and scale of AP1000 reactor orders and SMR program transitions, (2) the pace of recovery in ground defense bookings as government funding normalizes, and (3) sustained execution of operational excellence initiatives to support margin expansion. Additional focus will be placed on new product partnerships and advancements in embedded computing technologies.

Curtiss-Wright currently trades at $691.26, up from $634.25 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it’s free for active Edge members).

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