Curtiss-wright Corporation · NYSE:CW

Curtiss-wright — Q2 2026 Earnings Presentation

12 slides from Curtiss-wright's earnings presentation, Aug 6, 2026

  1. Slide 1: Q2 2026 - Earnings Conference Call

    Q2 2026 - EARNINGS CONFERENCE CALL August 6, 2026 Conference Call Dial-in numbers: (800) 343-5172 (domestic) (203) 518-9856 (international) Conference code: CWQ226 1 | January 8, 2026 | Proprietary | © 2025 Curtiss-Wright

  2. 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

  3. Slide 3: Strong Second Quarter Performance Drives Improved Full-Year 2026 Outlook

    STRONG SECOND QUARTER PERFORMANCE DRIVES IMPROVED FULL-YEAR 2026 OUTLOOK Second Quarter 2026 Highlights ▪ Sales of $924M, up 5% ▪ Operating Income of $179M, up 12%; Operating Margin of 19.4%, up 110 bps YOY ▪ Delivered margin expansion across all three segments ▪ Diluted EPS of $3.72, up 15% ▪ Free

  4. Slide 4: Second Quarter 2026 Financial Review

    SECOND QUARTER 2026 FINANCIAL REVIEW Q2’26 Q2’25 ($ in Millions) Adjusted Adjusted Change Key Performance Drivers ▪ Growth in actuation equipment across defense markets Aerospace & Industrial $268 $239 12% ▪ Strong OEM growth in Commercial Aerospace (narrowbody and widebody platforms) ▪ Higher Gener

  5. Slide 5: 2026 End Market Sales Growth Guidance

    2026 END MARKET SALES GROWTH GUIDANCE (As of August 5, 2026) Updated (in blue) 2026E Growth 2026E Growth vs 2025 vs 2025 2026E ($ in Millions) (Prior) (Current) % Sales Key Drivers of 2026 Performance ▪ Strong alignment to DoW priorities including aircraft modernization, next-gen platforms and Golde

  6. Slide 6: 2026 Financial Guidance

    2026 FINANCIAL GUIDANCE (As of August 5, 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 and Ground Defense Aerospace & Industrial $1,040 -

  7. Slide 7: 2026 Financial Guidance

    2026 FINANCIAL GUIDANCE (As of August 5, 2026) Updated (in blue) Change 2026E 2026E vs 2025 ($ in Millions, except EPS) (Prior) (Current) Adjusted Key Drivers of 2026 Performance Total Sales $3,740 - $3,795 $3,768 - $3,813 8 - 9% Accelerating the pace of growth in Revenue and Operating Income; Total

  8. Slide 8: Strong Execution Driving Record Performance

    STRONG EXECUTION DRIVING RECORD PERFORMANCE POSITIONED TO EXCEED 2024 - 2026 FINANCIAL TARGETS DELIVERING ON OUR PIVOT TO GROWTH STRATEGY MOMENTUM BUILDING ACROSS THE PORTFOLIO ▪ Targeting strong sales growth of 8% - 9% in FY26 ▪ Strategically aligned to medium- and long-term ▪ YTD Order book up 12%

  9. Slide 9: Appendix

    Appendix 9 | August 6, 2026 | Proprietary | © 2026 Curtiss-Wright

  10. Slide 10: 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

  11. Slide 11: Second Quarter 2026: End Market Sales Growth

    SECOND QUARTER 2026: END MARKET SALES GROWTH ($ in millions) Q2’26 Q2’25 Change Key Drivers ▪ Increased sales of sensors products and actuation equipment supporting domestic and international fighter jet Aerospace Defense $176 $168 5% programs, as well as embedded computing revenues supporting domes

  12. Slide 12: 2026E End Market Sales Waterfall

    FY’26 Guidance: 2026E END MARKET SALES WATERFALL (as of August 5, 2026) Overall UP 8 - 9% A&D Markets UP 7 - 9% Comm’l Markets UP 8 - 10% Total 2026 CW End Markets $3.768 - 3.813B Aerospace & Defense Markets Commercial Markets 70% $2.65B 30% $1.14B Naval Commercial Aerospace Power & Process General

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