$Curtiss Wright(CW.US)
Curtiss Wright has been re-rated by the market, with shares up more than 100% over the past year and a P/E above 50. Its inclusion in growth indexes and record $4.3B backlog have attracted more attention, though some investors are taking profits on valuation.
I think the long-term opportunity is still underappreciated. The backlog reflects lasting trends in naval modernization and renewed commercial nuclear investment, not just a short-term demand spike. The company's $80M reactor component expansion also signals confidence in sustained growth.
What gives me confidence to hold is the business itself. In defense and nuclear, reliability matters more than price. Once a supplier is qualified, switching is expensive and rarely happens.
@Captain's Treasure
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
