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07 Nov 2026, 08:17 UTC · 59m ago
What Curtiss-Wright (CW) Said on Its Q3 Earnings Call
Impact · against what's priced in
The Q3 results provide incremental positive evidence for the bull case but do not yet bridge the gap to the 14.5% revenue CAGR the market demands. While the raised guidance and record backlogs support the growth trajectory, the core tension remains whether current momentum can translate into the sustained double-digit growth the price currently rejects.
- CW+0.20
Challenges what's priced in
- The price assumes
Sustained double-digit revenue growth above 14.5%
The company raised its full-year sales growth outlook to 8%-10% and reported a record $4.6 billion backlog; while this still trails the 14.5% CAGR the market isn't paying for, the accelerating momentum and 1.1 book-to-bill ratio provide concrete evidence that the growth gap is narrowing.
What CW's price assumes · Sep 5
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