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Curtiss-Wright Corporation

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Curtiss-Wright is a diversified defense and industrial company supplying critical components for naval nuclear propulsion, defense electronics, and actuation systems. Its reactor coolant pumps are used in every U.S. Navy nuclear submarine and aircraft carrier.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($3.0B)

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Defense Electronics (38%)
Naval & Power (35%)
Industrial (27%)

Segment Breakdown & Key Customers

Product Details

Defense Electronics35%

Rugged embedded computing and data recorders for military platforms

Naval & Power (Reactor Coolant Pumps)30%

Critical components for naval nuclear propulsion and commercial power

Actuation & Sensors25%

Actuators, valves, and sensors for aircraft and submarines

Macro & Market Context

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Upcoming Catalysts

NOC/LMT/LHX/RTX Q1 실적 (2026.04)KTOS 국방부 드론 계약 발표NATO 정상회의 방위비 최종 합의 (2026.06)

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AI Analysis

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Company Info

Headquarters

Davidson, North Carolina, USA

Founded

1929

Employees

8,400+

Sector Overview방산

Sector News

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Key Themes

  • NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
  • Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
  • 우크라이나 재건 + 방공망 현대화 수요

Upcoming Catalysts

  • NOC/LMT/LHX/RTX Q1 실적 (2026.04)
  • KTOS 국방부 드론 계약 발표