Key Takeaways Kratos Defense is expanding hypersonic and Alabama facilities to boost manufacturing capacity.KTOS expects strong 2026 EPS growth, trades at a higher P/S multiple, and currently carries no debt.CW is expanding its avionics and tactical edge computing through certifiable COTS and cloud validation.As rising global security threats are driving higher defense spending, major defense companies like Kratos Defense & Security Solutions, Inc. (KTOS) and Curtiss-Wright (CW) are drawing investor focus. ...

ASHBURN, Va. & SANTA BARBARA, Calif.--(BUSINESS WIRE)--Curtiss-Wright and Green Hills Software today announced the availability of a new high-performance commercial off-the-shelf (COTS) solution that brings safety-certifiable computing to a broader range of aerospace applications. The integrated platform combines Curtiss-Wright's SOSA® aligned V3-1222 3U VPX processing module with Green Hills Software's FACE® certified INTEGRITY®-178 tuMP™ real-time operating system (RTOS). The combined solution delivers an ...

此外，新的一年伊始，种种迹象表明，今年全球局势似乎将由地缘政治因素主导。今年，美国已在委内 瑞拉发动了一次军事行动，而白宫方面表示特朗普不排除动用武力获取格陵兰岛。"地缘政治是2026年 迄今无法回避的主题，"盛宝市场(Saxo Markets)英国投资策略师尼尔·威尔逊(Neil Wilson)表示。 周四，美股军工股盘前集体大涨，诺斯罗普格鲁曼(NOC.US)涨近8%，洛克希德马丁(LMT.US)涨超 6%，雷神技术(RTX.US)涨超3%，波音(BA.US)、寇蒂斯莱特(CW.US)涨超2%。消息面上，美国总统特 朗普1月7日提出，2027财年美国军费应从1万亿美元提升至1.5万亿美元。特朗普当天在社交媒体写 道，"为了美国的利益，尤其在当前动荡危险的时期"，2027财年美国军事预算不应设定为1万亿美元， 而应提高至1.5万亿美元。特朗普称，此举将帮助美国打造"梦想军队"。 来源：智通财经网 ...

Core Insights - The AI-driven bull run of 2023 and 2024 has continued into 2025, with significant interest in old economy stocks from sectors such as industrials, finance, auto, materials, and construction [1][2] Company Summaries Wells Fargo & Co. (WFC) - Wells Fargo has consistently surpassed earnings estimates in the last four quarters, benefiting from the Federal Reserve's removal of a $1.95 trillion asset cap, which allows for growth in deposits, loans, and fee-based services [6][7] - The bank's expected revenue and earnings growth rates for the current year are 5.4% and 11.7%, respectively, with a 0.7% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [8] MasTec Inc. (MTZ) - MasTec is positioned to benefit from a surge in infrastructure spending related to AI data centers and electrification trends, with an expected revenue growth rate of 8.4% and earnings growth rate of 28.3% for the current year [11][13] - The company operates in four segments: Communications, Power Delivery, Pipeline Infrastructure, and Clean Energy and Infrastructure, all of which are experiencing growth due to increased infrastructure spending [12][13] Curtiss-Wright Corp. (CW) - Curtiss-Wright is benefiting from the global shift towards alternative energy, particularly in nuclear power, and has an expected revenue growth rate of 6.9% and earnings growth rate of 11.6% for the current year [14][16] - The company plays a significant role in the construction of new nuclear power plants, which is expected to drive long-term growth in commercial nuclear energy [15] Leidos Holdings Inc. (LDOS) - Leidos Holdings has a solid backlog of $47.66 billion, driven by increased orders from the Pentagon and other U.S. allies, which enhances its revenue-generation prospects [17] - The expected revenue and earnings growth rates for the current year are 3.4% and 4.8%, respectively, with a slight improvement in the Zacks Consensus Estimate for earnings over the last 30 days [19] Parker-Hannifin Corp. (PH) - Parker-Hannifin is experiencing steady demand in both commercial and military markets, with its Aerospace Systems segment revenues increasing approximately 13.3% year over year in the first quarter of fiscal 2026 [20][21] - The expected revenue and earnings growth rates for the current year are 6.1% and 10.6%, respectively, with a minor improvement in the Zacks Consensus Estimate for earnings over the last 30 days [23]

Company Overview - Curtiss-Wright Corporation is an engineering company with historical ties to the Wright Brothers, currently focusing on complex components and systems primarily for the aerospace and defense sectors [1]. Market Position - The company has a current market presence that reflects its specialization in the aerospace and defense industry, indicating a strong foothold in these critical sectors [1].

Core Viewpoint - The Zacks Aerospace-Defense Equipment industry is expected to benefit from strategic mergers and acquisitions, which enhance operational scale and market presence, despite ongoing supply-chain challenges that may impact production and profitability [1] Industry Overview - The Zacks Aerospace-Defense Equipment industry includes companies that manufacture essential components for aerospace and defense, such as aerostructures, propulsion systems, aircraft engines, and defense electronics, while also providing aftermarket support and services [2] Trends Shaping the Industry - Mergers and Acquisitions: Large companies are leveraging M&As to expand product offerings and capabilities, exemplified by AAR's acquisition of HAECO Americas for $78 million and TransDigm's acquisition of Simmonds Precision Products for nearly $765 million, which enhance their market presence and operational scale [3] - Air Traffic Growth: Global air passenger traffic increased by 5.3% year over year as of October 2025, indicating strong demand for air travel, which boosts the need for replacement parts and maintenance services [4] - Supply-Chain Disruptions: Ongoing supply-chain issues are causing delays in aircraft and parts deliveries, leading to an unprecedented backlog of over 17,000 aircraft, which constrains fleet expansion and keeps aircraft utilization high [5] Industry Performance - The Aerospace-Defense Equipment industry has outperformed the Zacks S&P 500 composite with a 30.6% increase over the past year, while the Aerospace sector rose by 32.9% [9] - The industry is currently trading at an EV/Sales ratio of 12.51X, significantly higher than the S&P 500's 5.74X and the sector's 3.53X, indicating a premium valuation compared to broader markets [12] Notable Companies - **Astronics**: Reported a 3.8% increase in total sales to $211.4 million, driven by an 8.5% growth in its Aerospace segment, with a backlog of $646.7 million [15] - **Innovative Solutions and Support**: Achieved a 78.6% increase in fiscal 2025 sales to $84.3 million, with a backlog of $77.4 million expected to convert into revenue over the next 12 to 24 months [18] - **CurtissWright**: Announced an additional $416 million for share repurchases, reflecting financial strength, with a consensus estimate indicating a 6.9% sales growth for 2026 [21]

Curtiss-Wright Corporation (NYSE:CW) is among the 7 Best Defense Dividend Stocks to Buy. On December 16, Stifel cut its price target on the stock to $584 from $587, while maintaining a Hold rating on the shares. Curtiss-Wright Corporation (CW) a Moderate Buy, Per Wall Street Analysts Stock market data showing an upward trajectory. Photo by Burak The Weekender on Pexels In a research note to investors, the analyst said that despite flat or lower volumes in 2025, diversified industrial companies registere ...

Investors might want to bet on Curtiss-Wright (CW) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual inve ...

Group 1: Aerospace Sector - The aerospace sector's valuation has risen above historical levels, with a current NTM EV/EBITDA trading at approximately 18 times, up from about 16 times at the beginning of the year, outperforming the S&P 500 index by a median premium of about 15% [2][3] - Strong air traffic has been a key driver for this valuation increase, highlighted by record passenger screenings by the TSA [2] - Despite some initial concerns regarding supply chain challenges and tariffs, the sector's valuation quickly rebounded as negative impacts did not materialize [2] Group 2: Defense Sector - The valuation multiples for major U.S. defense contractors have improved, with the current NTM P/E median at about 20 times, up from approximately 17 times at the beginning of 2025 [4] - The expansion in valuation multiples is partly due to alleviated concerns over potential defense spending cuts, as these cuts have not occurred [4] - Key government funding initiatives, including approximately $24 billion for the Iron Dome and $150 billion for overall defense, have provided support for the sector [4] Group 3: Space Sector - The space sector has experienced significant volatility, with the NTM EV/Sales median peaking above 10 times in September before dropping to about 4 times in November, and currently recovering to around 6 times [6] - Major IPOs in the sector, such as Voyager and Firefly, initially saw rapid market capitalization growth but have since declined below their issue prices due to investor caution [6] - Companies like Rocket Lab and Planet Labs are highlighted as strong performers, trading at approximately 35 times and 11 times NTM EV/EBITDA, respectively, supported by operational success and a new business model focus [6][7]

Core Insights - Curtiss-Wright (CW) is positioned as a strong investment option in the Aerospace sector due to its robust presence, solid liquidity, and low debt levels [1] Financial Performance - The Zacks Consensus Estimate for CW's 2025 earnings per share is $13.09, reflecting a year-over-year growth of 20.1% [2] - The consensus estimate for 2025 sales is $3.44 billion, indicating a year-over-year growth of 10.2% [2] - CW's long-term earnings growth rate is projected at 14.5% over the next three to five years [2] - The company has delivered an average earnings surprise of 7.75% in the last four quarters [2][8] Debt and Liquidity - CW's total debt-to-capital ratio stands at 27.7%, significantly better than the industry average of 49.4% [3] - The times interest earned (TIE) ratio is 14.92, indicating strong capability to meet interest obligations [3] - The current ratio is 1.75, demonstrating the company's ability to meet short-term liabilities [4] Market Opportunities - CW is poised to benefit from the global shift towards cleaner energy, particularly in nuclear power, as countries aim to reduce emissions and meet electricity demands [5] - The company is involved in major new-build projects with its reactor coolant pumps and AP1000-related technologies, with potential orders in Europe and new opportunities in the U.S. [5] - Strong demand in defense and aerospace sectors is enhancing CW's long-term outlook, driven by increased U.S. funding for submarine programs and rising global defense budgets [6] - Improving air traffic and production needs are also boosting demand for CW's components in the commercial aerospace market [6] Stock Performance - CW shares have increased by 9.8% over the past three months, outperforming the industry's growth of 3% [7]