Curtiss-Wright Slides as Investors Weigh Strong Q2 Against Rich Expectations

Curtiss-Wright (CW) is down 3.2% today. Here is some analysis on what might have caused this price movement. ([curtisswright.com](https://curtisswright.com/investor-relations/financials/quarterly-results))

Analysis: The move appears to be a case of profit-taking after earnings rather than a clearly negative headline. Curtiss-Wright posted higher second-quarter sales, margin expansion, stronger orders, and raised its full-year 2026 guidance, but the outlook increase was fairly incremental and one business line still showed a revenue decline tied to timing in Ground Defense, which may have left little room for upside after a strong run in the shares. ([curtisswright.com](https://curtisswright.com/investor-relations/financials/quarterly-results))

Details:

Curtiss-Wright reported second-quarter 2026 sales of $924 million, up 5%, with adjusted operating margin of 19.4% and adjusted EPS of $3.72. ([curtisswright.com](https://curtisswright.com/investor-relations/financials/quarterly-results))

The company also raised full-year guidance, including sales growth to 8% to 9% and adjusted EPS to $15.10 to $15.40. ([curtisswright.com](https://curtisswright.com/sites/default/files/Investor-Relations/CW_Q226%20%20Earnings%20Conf%20Call%20Slides%20Final.pdf))

Orders remained solid at $1.1 billion, or 1.16 times book-to-bill, and management highlighted a record quarter for Defense Electronics. ([curtisswright.com](https://curtisswright.com/investor-relations/financials/quarterly-results))

Even so, Defense Electronics segment sales fell 3% in the quarter, with Ground Defense down 8% because of tactical communications timing, which could have tempered enthusiasm despite the broader beat-and-raise story. ([curtisswright.com](https://curtisswright.com/sites/default/files/Investor-Relations/CW_Q226%20%20Earnings%20Conf%20Call%20Slides%20Final.pdf))

Sources:

Curtiss-Wright, SEC, TipRanks

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CW Insider Trading Activity

$CW insiders have traded $CW stock on the open market 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 have been sales.

Here’s a breakdown of recent trading of $CW stock by insiders over the last 6 months:

LYNN M BAMFORD (Chair and CEO) has made 0 purchases and 3 sales selling 8,225 shares for an estimated $5,882,157.
K CHRISTOPHER FARKAS (Executive VP and CFO) has made 0 purchases and 3 sales selling 5,288 shares for an estimated $3,650,819.
KEVIN RAYMENT (Executive VP and COO) sold 907 shares for an estimated $614,383
GARY A OGILBY (Senior VP & Corp Controller) has made 0 purchases and 3 sales selling 799 shares for an estimated $562,109.
JOHN C WATTS (EVP & Chief Growth Officer) has made 0 purchases and 3 sales selling 640 shares for an estimated $468,936.
GEORGE P. MCDONALD (Executive VP and Corporate Sec) sold 151 shares for an estimated $102,388
ROBERT F FREDA (Senior VP & Treasurer) sold 140 shares for an estimated $95,005

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$CW Hedge Fund Activity

We have seen 472 institutional investors add shares of $CW stock to their portfolio, and 341 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CORIENT PRIVATE WEALTH LLC removed 379,472 shares (-93.3%) from their portfolio in Q1 2026, for an estimated $258,465,968
MILLENNIUM MANAGEMENT LLC removed 219,460 shares (-92.4%) from their portfolio in Q1 2026, for an estimated $149,478,595
QUBE RESEARCH & TECHNOLOGIES LTD removed 183,639 shares (-89.2%) from their portfolio in Q1 2026, for an estimated $125,080,195
TD ASSET MANAGEMENT INC removed 156,856 shares (-22.1%) from their portfolio in Q2 2026, for an estimated $118,859,202
FMR LLC added 148,829 shares (+55.6%) to their portfolio in Q1 2026, for an estimated $101,370,408
CARDANO RISK MANAGEMENT B.V. added 142,936 shares (+inf%) to their portfolio in Q2 2026, for an estimated $108,311,183
FIERA CAPITAL CORP removed 134,734 shares (-65.9%) from their portfolio in Q2 2026, for an estimated $102,096,035

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$CW Government Contracts

We have seen $36,450,533 of award payments to $CW over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

UNIT, SECONDARY PROPULSION ADVANCED: $7,500,000
MOTOR,ALTERNATING C: $7,218,920
THE CONTRACTOR SHALL PROVIDE MAAS TRAILERS AND MAAS TRAILER TOOL KITS IAW ATTACHED QUOTE INCLUDING DELIVERY...: $2,331,700
GROUND SUPPORT SYSTEMS FOR RSAF SAUDI ARABIA: $1,407,755
INSTRUMENTATION ENCODERS IN SUPPORT OF THE LOW BOOM FLIGHT DEMONSTRATION (LBFD) PROJECT: $894,252

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$CW Price Targets

Multiple analysts have issued price targets for $CW recently. We have seen 2 analysts offer price targets for $CW in the last 6 months, with a median target of $758.0.

Here are some recent targets:

John Godyn from Citigroup set a target price of $793.0 on 07/01/2026
Nathan Jones from Stifel set a target price of $723.0 on 04/14/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.