Curtiss-Wright Corp. CW

Zacks Investment Research 12 nov

Oklo Inc. has received U.S. Department of Energy clearance to begin unrestricted operations of its Groves-1 Isotope Test Reactor, marking a significant milestone. The facility will now focus on research, equipment testing, and workforce training to support future Aurora reactors and the planned Groves-2 Forge isotope production facility. The reactor achieved first criticality in August 2026 and was the first to reach this milestone under the DOE's Reactor Pilot Program on private land.

Zacks Investment Research 11 nov

Rocket Lab (RKLB) has outperformed its aerospace-defense industry peers with a 23.5% gain over the past year, driven by strong revenue growth (66.4% YoY), record backlog of $3.57 billion, and expanding spacecraft manufacturing. However, the stock trades at a significant premium valuation (29.91X forward P/S vs. 7.01X industry average), faces continued losses ($174M in 9M 2026), and execution risks with Neutron rocket delays. New investors should wait for better entry points, while current holders may stay invested given strong liquidity and low debt levels.

The Motley Fool 5 nov

Curtiss-Wright raised full-year sales guidance to 8-10% growth following Q3 2026 earnings, driven by strong order momentum in defense and commercial nuclear markets. The company's order backlog reached a record $4.6 billion (up 12% YTD), with content on Rolls-Royce small modular reactors exceeding $100 million. Strategic supply chain management and global facility expansions position the company for sustained multiyear growth.

Zacks Investment Research 4 nov

Curtiss-Wright reported Q3 2026 revenue of $952.59 million, up 9.6% year-over-year, beating consensus estimates by 1.67%. EPS of $3.94 exceeded expectations of $3.76 by 4.79%. The company showed strong performance across its Aerospace & Industrial and Naval & Power segments, though Defense Electronics growth was modest at 2.3%. Despite the solid earnings beat, the stock has underperformed the broader market, declining 10.1% over the past month.

Zacks Investment Research 4 nov

Zacks highlights four defense stocks expected to outperform earnings expectations in Q3 2026, driven by rising global defense spending, geopolitical tensions, and military modernization programs. The aerospace sector's quarterly earnings are projected to rise 186.2% on 13.1% higher revenues. The four stocks identified—Kratos Defense & Security Solutions, Heico, Curtiss-Wright, and AeroVironment—combine positive Earnings ESP with strong Zacks Rank ratings, positioning them to beat estimates.