Is CW a good stock to buy? We came across a bullish thesis on Curtiss-Wright Corporation on Monte Independent Investment Research’s Substack by MonteInvestments. In this article, we will summarize the bulls’ thesis on CW. Curtiss-Wright Corporation’s share was trading at $730.01 as of April 20th. CW’s trailing P/E was 56.72 according to Yahoo Finance.
SpaceKris/Shutterstock.com
Curtiss-Wright Corporation (NYSE: CW) is a critical supplier of engineered components and systems across defense, commercial aerospace, and power markets, positioning it to benefit from several long-term growth megatrends. The company operates through three core segments—aerospace & industrial, defense electronics, and naval & power—with revenues balanced between commercial and defense exposure.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
In aerospace, CW supports OEM production across both commercial and military aircraft, benefiting from rising output at Boeing and Airbus. Its defense electronics segment is deeply embedded across more than 400 platforms and 3,000 programs globally, supplying mission-critical technologies spanning communications, processing, and instrumentation, while also advancing ruggedized computing solutions incorporating next-generation GPUs for battlefield applications.
The naval & power segment provides essential propulsion systems and equipment for key U.S. Navy programs, including aircraft carriers and submarines, while also supporting the commercial nuclear industry. With U.S. nuclear capacity expected to expand significantly, CW is well positioned to capitalize on reactor buildouts and emerging Small Modular Reactor (SMR) programs through partnerships with players like Rolls-Royce and TerraPower. Growth is further supported by a disciplined M&A strategy focused on high-value adjacencies such as tactical communications and nuclear safety systems, highlighted by acquisitions like Ultra Energy.
Overall, CW’s long-term, fixed-price contracts and alignment with defense modernization, shipbuilding, and nuclear expansion underpin a durable growth outlook, with management targeting double-digit organic growth driven by sustained government investment and increasing demand for advanced, mission-critical technologies.
Previously, we covered a bullish thesis on TransDigm Group Incorporated (TDG) by Summit Stocks in May 2025, highlighting its dominant aerospace components, pricing power, and recurring aftermarket revenues. TDG’s stock price has depreciated by approximately 9.28% since our coverage after an earnings miss and lower OEM production expectations, with inventory destocking and leverage concerns weighing on investor sentiment. Monte Investments shares a similar view but emphasizes Curtiss-Wright Corporation’s diversified defense, aerospace, and nuclear exposure, driven by long-term contracts and strategic acquisitions.
