Equity Profile

CW

Curtiss-Wright Corporation

IndustrialsAerospace & Defense$27.1B

May6Wed

Post-Earnings Recap

ReportedQ1-2026After Close4:33 PM EDT

Curtiss-Wright Corporation Beats on EPS, Stock Up 1.91%

Metric	Actual	Expected	Surprise
EPS	$3.48	$3.30	+4.69%
Revenue	N/A	$864M	N/A

management commentary, guidance changes, and full analysis available with Pro.

Curtiss-Wright Corporation Beats on EPS, Stock Up 1.91%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$3.48	$3.30	+4.69%
Revenue	N/A	$864M	N/A

Management Commentary

Tone: Unknown

No transcript is on record for the earnings call, so the analysis is based solely on numerical results.

What It Means

Curtiss-Wright's earnings report shows a positive surprise in EPS, which likely contributed to the stock's 1.91% increase. However, the lack of revenue data and guidance leaves some uncertainty about future performance. Investors may be encouraged by the EPS beat but will be looking for more information in future updates.

Company Snapshot

Curtiss-Wright Corporation (CW) operates in the aerospace and defense sector, providing critical components and systems for military and commercial applications. With a market cap of $27 billion, the company plays a vital role in supporting defense initiatives and aerospace innovations, which are increasingly important in today's geopolitical climate.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and financial health, reflecting how much profit is attributed to each share outstanding.

$3.30

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products and services.

$864M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+9.02%

Avg Stock Reaction

-0.44%

Last Quarter Recap

In Q4-2025, Curtiss-Wright reported an EPS of $3.79, exceeding estimates by 3.5%. Despite the positive earnings surprise, the stock declined by 1.74% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Curtiss-Wright to continue its trend of strong earnings, with a consensus EPS of $3.30 and revenue of $864 million for Q1-2026. The company has a history of beating earnings expectations, which could influence market sentiment.

Bull Case

If Curtiss-Wright exceeds the EPS and revenue estimates, it could reinforce investor confidence and lead to a positive stock reaction, especially given its track record of earnings surprises.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about demand in the aerospace and defense sectors, leading to a negative stock reaction.

Key Metrics to Watch

EPS

$3.30

Earnings per share is a key indicator of profitability and financial health, reflecting how much profit is attributed to each share outstanding.

Revenue

$864M

Revenue figures provide insight into the company's sales performance and market demand for its products and services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed $3.30, and by how much?

Given the company's history of beating EPS estimates, this will be a key indicator of ongoing operational strength and market demand.

What are the revenue figures compared to the $864 million consensus?

Revenue performance will provide insights into the health of the aerospace and defense sectors, which are critical for CW's growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate CW's ability to capitalize on defense spending increases, particularly given recent geopolitical tensions that could drive demand higher than expected.

Supporting Evidence

CW has consistently beaten EPS estimates in the past, suggesting potential for another surprise.

The options market is pricing in a larger move than historical averages, indicating expectations of significant volatility.

Recent trends in defense budgets suggest increased spending that may not be fully reflected in current estimates.

Key Risk

If CW's revenue exceeds $875 million, it could invalidate bearish sentiment and signal stronger demand.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will reflect the company's ability to navigate challenges in the aerospace and defense industries.

Bull Confirmed If

An EPS of $3.40 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $3.20 would raise concerns about market conditions and demand.

Pre-Earnings Positioning

Options Market

Implied Move

±6.71%

Historical Avg

±0.9%

Pricing rich

The options market is pricing in a significant move of about 6.71%, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±6.4% while CW has averaged ±0.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

38.9%

Calls (34K)P/C Ratio: 0.03Puts (100)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CW beats expectations, history suggests the stock could see a modest positive reaction, confirming the company's strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may remain stable, but cautious commentary could lead to a slight decline.

Miss

A miss on earnings could lead to a more significant drop, as history shows that the stock tends to react negatively to disappointing results.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on defense contracts or government spending that could impact revenue.
2Insights into supply chain challenges and how they are being managed.
3Details on new product developments or innovations in the aerospace sector.
4Management's outlook on future demand in the aerospace and defense markets.
5Any commentary on operational efficiencies or cost management strategies.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and financial health, reflecting how much profit is attributed to each share outstanding.

$3.30

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products and services.

$864M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+9.02%

Avg Stock Reaction

-0.44%

Last Quarter Recap

In Q4-2025, Curtiss-Wright reported an EPS of $3.79, exceeding estimates by 3.5%. Despite the positive earnings surprise, the stock declined by 1.74% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Curtiss-Wright exceeds the EPS and revenue estimates, it could reinforce investor confidence and lead to a positive stock reaction, especially given its track record of earnings surprises.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about demand in the aerospace and defense sectors, leading to a negative stock reaction.

Key Metrics to Watch

EPS

$3.30

Earnings per share is a key indicator of profitability and financial health, reflecting how much profit is attributed to each share outstanding.

Revenue

$864M

Revenue figures provide insight into the company's sales performance and market demand for its products and services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed $3.30, and by how much?

Given the company's history of beating EPS estimates, this will be a key indicator of ongoing operational strength and market demand.

What are the revenue figures compared to the $864 million consensus?

Revenue performance will provide insights into the health of the aerospace and defense sectors, which are critical for CW's growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate CW's ability to capitalize on defense spending increases, particularly given recent geopolitical tensions that could drive demand higher than expected.

Supporting Evidence

CW has consistently beaten EPS estimates in the past, suggesting potential for another surprise.

The options market is pricing in a larger move than historical averages, indicating expectations of significant volatility.

Recent trends in defense budgets suggest increased spending that may not be fully reflected in current estimates.

Key Risk

If CW's revenue exceeds $875 million, it could invalidate bearish sentiment and signal stronger demand.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will reflect the company's ability to navigate challenges in the aerospace and defense industries.

Bull Confirmed If

An EPS of $3.40 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $3.20 would raise concerns about market conditions and demand.

Pre-Earnings Positioning

Options Market

Implied Move

±6.71%

Historical Avg

±0.9%

Pricing rich

The options market is pricing in a significant move of about 6.71%, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±6.4% while CW has averaged ±0.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

38.9%

Calls (34K)P/C Ratio: 0.03Puts (100)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CW beats expectations, history suggests the stock could see a modest positive reaction, confirming the company's strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may remain stable, but cautious commentary could lead to a slight decline.

Miss

A miss on earnings could lead to a more significant drop, as history shows that the stock tends to react negatively to disappointing results.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on defense contracts or government spending that could impact revenue.
2Insights into supply chain challenges and how they are being managed.
3Details on new product developments or innovations in the aerospace sector.
4Management's outlook on future demand in the aerospace and defense markets.
5Any commentary on operational efficiencies or cost management strategies.