Investment case
Curtiss-Wright Corporation
CW · 2 developments mapped · last assessed 2026-09-22
Market Ontology has mapped 2 macro, policy, and market developments to Curtiss-Wright Corporation since 2026-08-19. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for CW yet, so no modelled value is shown. The CW valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run CW on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Strongest support
Curtiss-Wright Announces New $100 Million Expansion of 2026 Share Repurchase Program
Direct capital allocation decision, signaling management confidence and commitment to shareholder returns. Reduced share count can boost EPS.
· Moves earnings per share (eps) growth, return on equity (roe), free cash flow (fcf) allocation efficiency
What changed, by assumption
- 2026-08-19Curtiss-Wright Announces New $100 Million Expansion of 2026 Share Repurchase Program
- 2026-09-22Curtiss-Wright Corporation Returns $1.7 Billion to Shareholders
Assumption changes
Full ledger →| Date | Assumption | Direction | Why | Conf. |
|---|---|---|---|---|
| 2026-09-14 | Working capital | Bearish | Cash dividend reduces cash on hand. | 0.70 |
| 2026-08-11 | Share count | Bearish | Repurchase reduces shares outstanding. | 0.70 |
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-09-22 | Curtiss-Wright Corporation Returns $1.7 Billion to Shareholders | Bullish | 1-3m | 0.70 |
| 2026-08-19 | Curtiss-Wright Announces New $100 Million Expansion of 2026 Share Repurchase Program | Bullish | 1-3m | 0.80 |