What smart money is saying about Curtiss-Wright
2 funds in our archive have pitched Curtiss-Wright, most recently LVS Advisory in June 2025.
Curtiss-Wright Corporation, together with its subsidiaries, provides engineered products, solutions, and services to the aerospace, defense, general industrial, and power generation markets worldwide. worldwide. It operates through three segments: Aerospace & Industrial, Defense Electronics, and Naval & Power. The Aerospace & Industrial segment offers industrial vehicle products, such as electronic throttle control devices, joysticks, and transmission shifters; sensors, controls and electro-mechanical actuation components used in commercial and military aircraft; and surface technology services, including shot peening, laser peening, and coatings. The Defense Electronics segment provides commercial off-the-shelf embedded computing board-level modules, data acquisition and flight test instrumentation equipment, integrated subsystems, instrumentation and control systems, turret aiming and stabilization products, and weapons handling systems; avionics and electronics; flight test equipment; and aircraft data management solutions. The Naval & Power segment offers hardware, pumps, pump seals, control rod drive mechanisms, valves, fastening systems, specialized containment doors, airlock hatches, spent fuel management products, and fluid sealing products for nuclear power plants and nuclear equipment manufacturers; and naval propulsion and auxiliary equipment, including coolant pumps, power-dense compact motors, generators, steam turbines, valves, and secondary propulsion systems, as well as ship repair and maintenance services primarily to the U.S. navy. Curtiss-Wright Corporation was founded in 1929 and is headquartered in Davidson, North Carolina.
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Position history
Between Q4 2024 and Q3 2026, 12 fund letters reported a position in Curtiss-Wright, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 6 | 0 | 1 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 2 | 0 | 0 | 2 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 12 positions · 1 move
- September 2026
“Detractors included Curtiss-Wright Corp., Advanced Energy Industries, Inc., and Vertiv Holdings.”
Curtiss-Wright - September 2026
“Detractors included Vertiv Holdings, Curtiss-Wright Corp., and Howmet Aerospace Inc. In one way or another, all suffered from some luster coming off the AI trade. Vertiv Holdings is directly tied into data center construction while Curtiss-Wright and Howmet are more derivative plays on power”
Curtiss-Wright - September 2026
“We took meaningful profits in names like Si-Time Corporation (SITM), Curtiss-Wright Corporation (CW), Lattice Semiconductor Corporation (LSCC), BWX Technologies, Inc. (BWXT), and others earlier in the year”
Curtiss-Wright - September 2026
“Curtiss-Wright Corporation Return: −28% · Average Weight: 2% · Active Contribution: −66 bps CW provides highly engineered products for the aerospace, defense, and industrial markets. The company's results exceeded expectations, with orders up 8% year-over-year and defense electronics orders reaching record levels, but shares came under pressure alongside a broader de-rating of higher-multiple industrial and growth names during the quarter.”
Curtiss-Wright - September 2026
“Curtiss-Wright Corporation Return: -28% · Avg. Weight: 4% · Total Effect: -91 bps”
Curtiss-Wright - September 2026
“Curtiss-Wright Corporation Return: -28% · Avg. Weight: 2% · Total Effect: -44 bps CW provides highly engineered products for the aerospace, defense, and industrial markets. The company's results exceeded expectations, with orders up 8% year-over-year and defense electronics orders reaching record levels, but shares came under pressure alongside a broader de-rating of higher-multiple industrial and growth names during the quarter.”
Curtiss-Wright - March 2026
“Portfolio Commentary In the first quarter of 2026 the Large Cap Equity composite eked out a gain of 0.57% net of fees compared to a loss of 4.33% for the S&P 500. What became clear is that companies with strong backlogs of customer business were rewarded and those with more economically sensitive customers underperformed. The best contributors were led by Vertiv Holdings Co., Advanced Energy Industries, Inc., and Curtiss- Wright Corporation.”
Curtiss-Wright - March 2026
“Portfolio Commentary In the first quarter of 2026 the Select Equity composite eked out a gain of 1.17% net of fees compared to a loss of 4.33% for the S&P 500. What became clear is that companies with strong backlogs of customer business were rewarded and those with more economically sensitive customers underperformed. The best contributors were led by Vertiv Holdings Co., Advanced Energy Industries, Inc., and Curtiss- Wright Corporation.”
Curtiss-Wright - September 2025
“Curtis-Wright Corp., a provider of engineered products, solutions, and services to the aerospace and defense markets advanced by 11%.”
Curtiss-Wright - HoldsRS Global StrategyJune 2025
“Positive contributors to relative performance included engineered products and solutions provider Curtiss-Wright Corporation and industrial infrastructure company Vertiv Holdings Co., both based in the United States.”
Curtiss-Wright - June 2025
“ Curtiss-Wright Corp. (CW) posted first quarter results ahead of consensus and raised its guidance for the full year.”
Curtiss-Wright - December 2024
Listed in Munro Global Growth Small and Mid Cap Fund’s reported holdings.
Curtiss-Wright
Also mentioned · 2
These funds discuss Curtiss-Wright as a competitor, benchmark or comparable, without disclosing a position in it.
- March 2026
“Rising 24% was Curtis Wright Corp., a provider of engineered products, solutions, and services to aerospace, defense, commercial nuclear power, and industrial markets.”
Curtiss-Wright - MentionedLVS Advisory Curtiss WrightJune 2025
“LVS Advisory | luis@lvsadvisory.com Recommendation: Long Curtiss-Wright Corp. (NYSE:CW) Date: 5/9/2025 Prepared by: Luis V.”
Curtiss-Wright
Fund coverage · 2 theses
- LVS AdvisoryJune 2025
Curtiss-Wright is a non-cyclical compounder with strong growth potential driven by its positions in aerospace, defense, and nuclear power markets, offering limited downside risk and expected earnings doubling in five years.
Read the full thesis Curtiss-Wright is a diversified industrial company that specializes in advanced engineering solutions for the aerospace, defense, and commercial nuclear markets, with a recent "Pivot to Growth" strategy leading to accelerated earnings growth.
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