Curtiss-Wright 2025 Q2 Earnings Strong Performance as Net Income Surges 21.7%

Curtiss-Wright (CW) reported its fiscal 2025 Q2 earnings on August 8, 2025. The company delivered robust financial performance, with earnings and revenue growing year-over-year. Investors are now closely watching how the stock responds to the strong results.

Curtiss-Wright's total revenue surged 11.7% year-over-year to $876.58 million in fiscal 2025 Q2, driven by strong performance across its key segments. The Aerospace & Industrial segment generated $239.31 million in revenue, while Defense Electronics brought in $254.16 million. The Naval & Power segment led the way with $384.58 million in revenue. After adjusting for intersegment revenues of $1.48 million, the company's total net sales amounted to $876.58 million.

Earnings/Net Income

The company's earnings continued to rise, with earnings per share (EPS) growing by 23.5% to $3.21 in 2025 Q2 from $2.60 in 2024 Q2. Net income also increased significantly, reaching $121.06 million, a 21.7% increase from $99.47 million a year ago. The sustained profitability reflects the company’s operational strength and strategic execution. Curtiss-Wright’s ability to maintain consistent earnings over two decades highlights its resilience in a dynamic market.

Price Action

In the wake of the earnings report, Curtiss-Wright’s stock faced a downward trend. The stock price dropped 6.96% in the latest trading day, 3.42% for the full trading week, and 1.62% month-to-date. The post-earnings reaction suggests investors are reassessing the company’s valuation and future outlook.

Post Earnings Price Action Review

A strategy of buying CW shares following a beat-and-earn performance and holding for 30 days generated a 112.58% return, significantly outperforming the 90.32% benchmark return. The strategy exhibited strong risk management, with a maximum drawdown of 0.00% and a Sharpe ratio of 0.94, indicating an attractive risk-adjusted return profile for investors.

CEO Commentary

Under the “One Curtiss-Wright” vision, the company has realigned its structure into three strategic segments: Aerospace & Industrial, Defense Electronics, and Naval & Power. This reorganization is intended to enhance customer engagement and drive operational efficiency. Kevin Rayment, Chief Operating Officer, emphasized the importance of leveraging the company’s scale and pursuing operational excellence to achieve top-quartile performance. The leadership team remains focused on expanding market share, deepening customer relationships, and prioritizing high-value markets through innovation and strategic acquisitions.

Guidance

Curtiss-Wright has outlined a strategic target of achieving 5–7% annual revenue growth through both organic and inorganic initiatives. While the company did not provide explicit forward-looking guidance, it emphasized a disciplined approach to capital allocation and operational efficiency to support long-term margin expansion and competitive differentiation.

Additional News

On August 8, 2025, the Punch newspaper highlighted several key developments in Nigeria and beyond. The West African Examinations Council (WAEC) released revised 2025 WASSCE results following a grading error, apologizing for the confusion. In Kaduna, police arrested two suspected gun runners and recovered locally made firearms. Additionally, Nigerian political dynamics remained active, with key figures such as Rivers State Governor Wike and APC leadership making public statements. While no direct financial developments were reported for Curtiss-Wright, the broader macroeconomic environment in Nigeria continues to evolve, with implications for U.S. multinational firms operating in the region.