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On Thursday, Stifel analysts maintained their Hold rating on Curtiss-Wright (NYSE:CW) shares, while the company’s first-quarter earnings and updated guidance surpassed expectations. According to InvestingPro data, the company, currently valued at $14.12 billion, is trading at a relatively high P/E ratio of 35.08, suggesting premium pricing relative to earnings. InvestingPro analysis indicates the stock may be overvalued at current levels, though it maintains a "GREAT" financial health score. Curtiss-Wright reported a significant increase in revenue to $805.6 million, outperforming Stifel’s projection of $759.9 million and the consensus estimate of $767.2 million. This continues the company’s impressive revenue growth trajectory, with InvestingPro showing a 9.69% year-over-year increase in the last twelve months. Adjusted earnings per share (EPS) for the quarter also exceeded forecasts, coming in at $2.82 compared to Stifel’s expectation of $2.37 and the Street’s $2.38. The company has demonstrated consistent shareholder returns, maintaining dividend payments for 52 consecutive years.
The company has revised its 2025 revenue guidance upwards to a range of $3.37-$3.42 billion, from the previous range of $3.34-$3.39 billion. This updated forecast is higher than both Stifel’s estimate of $3.29 billion and the Street’s $3.36 billion. Adjusted EPS guidance for 2025 was also increased to $12.45-$12.80, up from the prior $12.10-$12.40 range, which is notably above Stifel’s anticipated $11.68 and the Street’s $12.24.
Curtiss-Wright’s free cash flow (FCF) projections for 2025 were also raised to $495-$515 million, from the earlier $485-$505 million. This guidance surpasses Stifel’s $507.8 million estimate and the Street’s $494.5 million prediction.
Stifel’s commentary on the results highlighted the company’s strong performance in the first quarter of 2025 and its improved guidance, even in the face of current macroeconomic challenges. The firm noted the resilience of Curtiss-Wright’s defense and nuclear sectors within its portfolio. This resilience is reflected in the company’s robust financial metrics, with InvestingPro data showing a healthy current ratio of 1.69 and moderate debt levels. While there was no specific disclosure on the expected impact of tariffs, the press release did acknowledge that the guidance includes anticipated tariff impacts and the company’s efforts to mitigate them. Investors seeking deeper insights can access 14 additional ProTips and comprehensive analysis through InvestingPro’s detailed research report.
In other recent news, Curtiss-Wright Corporation has reported several significant developments. The company has secured a contract with the U.S. Navy valued at approximately $50 million to provide high-speed data acquisition systems, extending through January 2030. This contract builds on a longstanding relationship with the Naval Air Systems Command and underscores the reliability of Curtiss-Wright’s technology. Additionally, Curtiss-Wright has obtained multiple contracts with Rheinmetall (ETR:RHMG) for turret drive stabilization systems for military vehicles used by the German and Hungarian armies, with deliveries scheduled through 2029 and 2027, respectively.
On the financial analysis front, Stifel analysts have revised their price target for Curtiss-Wright to $309 from a previous $331, maintaining a Hold rating. This adjustment reflects anticipated industrial challenges, including potential supply chain disruptions. Meanwhile, Truist Securities also maintained a Hold rating with a $357 price target, highlighting Curtiss-Wright’s consistent execution and potential growth in the Aerospace and Defense markets. Truist noted possible growth in the commercial nuclear sector, although this is seen as a longer-term opportunity.
These recent developments indicate Curtiss-Wright’s ongoing strategic contracts in the defense sector and the cautious optimism from financial analysts regarding its future performance.
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