Curtiss-wright Corporation · NYSE:CW
Curtiss-wright — William Blair 46th Annual Growth Stock Conference (June 2026)
18 slides from Curtiss-wright's conference presentation, Jun 4, 2026
Slide 1: William Blair 46th Annual Growth Stock Conference
William Blair 46th Annual Growth Stock Conference Lynn Bamford, Chair and CEO K. Christopher Farkas, EVP and CFO June 4, 2026 1 | June 2, 2026 | Proprietary | © 2025 Curtiss-Wright
Slide 2: Safe Harbor Statement
Safe Harbor Statement Please note that the information provided in this presentation is accurate as of the date of the original presentation. The presentation will remain posted on this website from one to twelve months following the initial presentation, but content will not be updated to reflect n
Slide 3: Curtiss-Wright At A Glance
Curtiss-Wright At A Glance Leading Provider of Highly Engineered & Mission Critical Technologies in Aerospace & Defense, Commercial Nuclear Power, Process & Industrial Markets Broad & Integrated Portfolio Global Footprint2 2026E Sales by End Market1 Sales by Geography AEROSPACE COMMERCIAL & DEFENSE
Slide 4: Why We Win | Innovation and Collaboration Across the Portfolio
Why We Win | Innovation and Collaboration Across the Portfolio Strong Domain Expertise Managing and designing to meet customer needs and reduce risks Decades of Knowledge Transfer Since inception in major markets Long-standing Customer Relationships Deeply embedded in workflows Highly Engaged Cultur
Slide 5: "Pivot To Growth" Strategy Drives Value Creation
“Pivot To Growth” Strategy Drives Value Creation ~$4.3B Backlog1 Commercial and Incremental Investments Strengthened Pipeline Fueled Operational Excellence Aligned with Fastest Growth by Higher Growth and Higher Drive Margin Expansion Vectors (R&D, Talent, Systems) Margin Opportunities VALUE CREATIO
Slide 6: Industry Leading Margins with Commercial and Operational Excellence at Our Core
Industry Leading Margins with Commercial and Operational Excellence at Our Core • Experienced leadership team with proven track record • Culture of collaborative innovation and idea generation • Operational Growth Platform ensures continuous focus • Company-wide strategic pricing, cost containment a
Slide 7: Proactively Capturing Key Secular Growth Trends
Proactively Capturing Key Secular Growth Trends Naval Shipbuilding Battlefield Technology Commercial Aerospace Commercial Nuclear Remains a top priority in High-tech advancements driving Prolonged industry supercycle Strong global support for U.S. Defense budgets larger spending within global with o
Slide 8: Commercial Nuclear - AP1000 Opportunity Today
Commercial Nuclear - AP1000 Opportunity Today The Art of the Possible Potential AP1000 Opportunity: • Europe1: 12+ reactors 48+ RCPs (4 / plant) = $1.5B+ • U.S. 2: Incremental opportunity to support 20+ new large U.S. reactors • CW Content: $150-160M per reactor (order expected in 2026) • RCP conten
Slide 9: Disciplined Capital Allocation Framework
Disciplined Capital Allocation Framework Cumulative Capital Deployment Capital Allocation Priorities (2021 – 2025) ✓Acquisitions #1 priority (Supplement core with critical adjacent technologies) Operational Acquisitions Investments $0.5B ✓Strong track record of returning capital to shareholders $0.7
Slide 10: Exceeding Financial Targets
Exceeding Financial Targets 3-YEAR TARGETS1 >5% Operating Income Top Quartile >10% >105% (2024 – 2026) Organic Revenue Growth > Revenue Margin EPS CAGR FCF Conversion CAGR Growth Performance PROGRESS2 ✓ ~9% Org. ✓ 13% Op. Income ✓ ~19%+ Op. Margin ✓ ~17% EPS ✓ 110% Avg. FCF (2024 – 2026E) (~10% Tota
Slide 11: Why Invest With Us
Why Invest With Us 1 Building momentum as we execute our Pivot to Growth strategy Advancing key enablers with the right talent, 2 systems, and infrastructure to support organic growth Investing in and delivering advanced technologies 3 in attractive end markets Driving strong financial performance t
Slide 12: Q&A
Q&A 12 | Proprietary | © 2026 Curtiss-Wright
Slide 13: Appendix
Appendix 13 | Proprietary | © 2026 Curtiss-Wright
Slide 14: Non-GAAP Financial Information
NON-GAAP FINANCIAL INFORMATION The Corporation supplements its financial information determined under U.S. generally accepted accounting principles (GAAP) with certain non-GAAP financial information. Curtiss- Wright believes that these Adjusted (non-GAAP) measures provide investors with improved tra
Slide 15: 2026E End Market Sales Waterfall
FY’26 Guidance: 2026E END MARKET SALES WATERFALL (as of May 6, 2026) Overall UP 7 - 8% A&D Markets UP 6 - 8% Comm’l Markets UP 8 - 10% Total 2026 CW End Markets $3.740 - 3.795B Aerospace & Defense Markets Commercial Markets 70% $2.63B 30% $1.14B Naval Commercial Aerospace Power & Process General Ind
Slide 16: 2026 End Market Sales Growth Guidance
2026 END MARKET SALES GROWTH GUIDANCE (As of May 6, 2026) Updated (in blue) 2026E Growth 2026E Growth vs 2025 vs 2025 2026E ($ in Millions) (Prior) (Current) % Sales Key Drivers of 2026 Performance ▪ Alignment to FY26/FY27 DoW priorities including aircraft modernization, Golden Dome, next-gen platfo
Slide 17: 2026 Financial Guidance
2026 FINANCIAL GUIDANCE (As of May 6, 2026) Updated (in blue) 2026E 2026E Change vs 2025 ($ in Millions) (Prior) (Current) Adjusted Key Drivers of 2026 Performance ▪ Strong growth in Commercial Aerospace and increased actuation sales in Aerospace & Ground Defense Aerospace & Industrial $1,030 - $1,0
Slide 18: 2026 Financial Guidance
2026 FINANCIAL GUIDANCE (As of May 6, 2026) Updated (in blue) Change 2026E 2026E vs 2025 ($ in Millions, except EPS) (Prior) (Current) Adjusted Key Drivers of 2026 Performance Total Sales $3,710 - $3,765 $3,740 - $3,795 7 - 8% Accelerating the pace of growth in Revenue and Operating Income Total Ope
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