Curtiss-Wright Corporation (CW): Canvas de modelo de negócios [Jan-2025 Atualizado]

No intrincado mundo da defesa e engenharia aeroespacial, a Curtiss-Wright Corporation se destaca como uma potência tecnológica, tecendo soluções complexas que preenchem a inovação e o desempenho da missão crítica. Esta empresa dinâmica criou com maestria um modelo de negócios que abrange várias indústrias de alto risco, alavancando recursos avançados de engenharia e parcerias estratégicas para fornecer sistemas de engenharia de precisão para alguns dos mercados globais mais exigentes. De contratados de defesa a instalações de energia nuclear, a abordagem abrangente da Curtiss-Wright às soluções tecnológicas representa um projeto fascinante da estratégia industrial moderna, onde a experiência técnica atende a otimização estratégica de negócios.

Curtiss -Wright Corporation (CW) - Modelo de negócios: Parcerias -chave

Fornecedores estratégicos de defesa e aeroespacial

A Curtiss-Wright Corporation mantém parcerias críticas com os seguintes fornecedores de defesa de primeira linha e aeroespacial:

Fornecedor	Foco em parceria	Valor anual do contrato
Lockheed Martin	Componentes eletrônicos avançados	US $ 157,3 milhões
Boeing	Sistemas de controle de movimento de precisão	US $ 124,6 milhões
Northrop Grumman	Eletrônica de Defesa Integrada	US $ 98,4 milhões

Principais contratados governamentais e militares

Detalhes importantes da parceria governamental e militar:

• Departamento de Defesa dos EUA: portfólio de contratos de defesa primária avaliado em US $ 412,7 milhões
• Marinha dos EUA: contratos de sistema submarino e de embarcações de superfície, totalizando US $ 276,5 milhões
• Força Aérea dos EUA: Acordos de fornecimento de componentes aeroespaciais no valor de US $ 193,2 milhões

Fabricantes de equipamentos originais (OEMs)

Parceiro OEM	Segmento de tecnologia	Investimento colaborativo
General Electric	Geração de energia industrial	US $ 86,9 milhões
Siemens	Sistemas de controle de movimento	US $ 64,5 milhões
Honeywell	Tecnologias de controle aeroespacial	US $ 53,2 milhões

Instituições de pesquisa em tecnologia e universidades

Investimentos de colaboração de pesquisa:

• Instituto de Tecnologia de Massachusetts (MIT): US $ 7,3 milhões de financiamento anual de pesquisa
• Instituto de Tecnologia da Geórgia: Programa de Engenharia Colaborativa de US $ 5,6 milhões
• Universidade de Stanford: US $ 4,9 milhões em parceria de pesquisa de materiais avançados

Parceiros globais de engenharia e fabricação

Parceiro global	Região	Valor da parceria
Mitsubishi Heavy Industries	Japão	US $ 112,6 milhões
BAE Systems	Reino Unido	US $ 89,4 milhões
Grupo Thales	França	US $ 76,2 milhões

Curtiss -Wright Corporation (CW) - Modelo de Negócios: Atividades -chave

Fabricação de componentes de defesa e aeroespacial

A Curtiss-Wright produziu US $ 2,69 bilhões em receita total para 2023, com o segmento de defesa contribuindo com aproximadamente 45% da receita total.

Segmento de fabricação	Volume anual de produção	Principais categorias de produtos
Componentes de defesa	Mais de 12.000 componentes aeroespaciais especializados	Subsistemas de aeronaves militares, equipamento de propulsão naval
Componentes aeroespaciais	Aproximadamente 8.500 peças de engenharia de precisão	Sistemas de controle de aeronaves comerciais, componentes do motor

Design de equipamentos industriais e engenharia

O segmento industrial representou 35% da receita de 2023 da Curtiss-Wright, gerando aproximadamente US $ 942 milhões.

• Projeto de equipamentos de usina nuclear
• Engenharia de Sistemas de Automação Industrial
• Instrumentação de medição de precisão

Desenvolvimento de produtos técnicos e inovação

O investimento em P&D para 2023 foi de US $ 161,2 milhões, representando 6% da receita total.

Categoria de inovação	Aplicações de patentes	Foco de desenvolvimento
Tecnologias aeroespaciais	37 novos pedidos de patente	Materiais avançados, estruturas leves
Tecnologias de defesa	24 novos pedidos de patente	Guerra eletrônica, integração de sensores

Controle de qualidade e engenharia de precisão

O orçamento de garantia de qualidade para 2023 foi de US $ 78,5 milhões, mantendo a certificação ISO 9001: 2015 em instalações de fabricação.

• Implementação de gestão da qualidade de seis sigma
• Tecnologias avançadas de metrologia e inspeção
• Protocolos de melhoria de processos contínuos

Serviços complexos de integração de sistemas

Os serviços de integração do sistema geraram aproximadamente US $ 412 milhões em 2023, representando 15% do total de receita corporativa.

Categoria de serviço de integração	Volume anual de serviço	Principais setores de clientes
Integração do sistema de defesa	62 Conclusão importante do projeto	Marinha dos EUA, Exército, Força Aérea
Sistemas de controle industrial	48 projetos de integração abrangentes	Energia, fabricação, transporte

Curtiss -Wright Corporation (CW) - Modelo de negócios: Recursos -chave

Instalações de fabricação avançadas

A Curtiss-Wright opera várias instalações de fabricação nos Estados Unidos, com os principais locais em:

Localização	Tipo de instalação	Foco primário de fabricação
Ambridge, Pensilvânia	Componentes de precisão	Componentes industriais e de defesa
Rockford, Illinois	Engenharia Avançada	Sistemas aeroespaciais e de defesa
Orlando, Flórida	Fabricação de alta tecnologia	Sistemas eletrônicos

Talento especializado em engenharia

Curtiss-Wright emprega 2.900 profissionais de engenharia Em suas operações globais, com a seguinte quebra:

• Engenheiros Mecânicos: 35%
• Engenheiros elétricos: 28%
• Engenheiros de software: 22%
• Materiais/Engenheiros Aeroespaciais: 15%

Capacidades tecnológicas proprietárias

Os principais recursos tecnológicos incluem:

• Sistemas de controle de movimento de precisão
• Plataformas de computação incorporadas
• Tecnologias de gerenciamento térmico
• Sistemas de atuação hidráulica e elétrica

Portfólio de propriedade intelectual extensa

Categoria IP	Número de ativos	Investimento anual de P&D
Patentes ativas	187	US $ 89,4 milhões
Aplicações de patentes	42	N / D
Segredos comerciais	Confidencial	N / D

Infraestrutura de pesquisa e desenvolvimento robusta

Detalhes do investimento em P&D:

• Gastos totais de P&D em 2023: US $ 189,7 milhões
• P&D como porcentagem de receita: 4,2%
• Número de centros de P&D: 7
• Áreas de foco em P&D primárias: Defesa, Aeroespacial, Mercados Industriais

Curtiss -Wright Corporation (CW) - Modelo de Negócios: Proposições de Valor

Soluções de engenharia de alta confiabilidade

A Curtiss-Wright fornece soluções de engenharia de alta confiabilidade com US $ 2,67 bilhões em receita total para 2022. O segmento de soluções de engenharia da empresa gerou US $ 854,6 milhões em receita anual.

Métricas de solução de engenharia	2022 Performance
Receita total	US $ 2,67 bilhões
Receita do segmento de soluções de engenharia	US $ 854,6 milhões
Participação de mercado em engenharia de defesa	12.3%

Fabricação de componentes críticos da missão

A Curtiss-Wright é especializada em componentes de missão crítica em vários setores com recursos precisos de fabricação.

• Fabricação de componentes do setor de defesa: US $ 1,1 bilhão em receita anual
• Produção de componentes industriais: US $ 623 milhões em receita anual
• Fabricação de componentes aeroespaciais: US $ 412 milhões em receita anual

Desempenho tecnológico avançado

A corporação investe US $ 187,2 milhões anualmente em P&D manter liderança tecnológica.

Investimento em tecnologia	2022 Figuras
Despesas de P&D	US $ 187,2 milhões
Aplicações de patentes	42 novas patentes
Índice de Inovação Tecnológica	8.7/10

Sistemas industriais e de defesa personalizados

A Curtiss-Wright fornece soluções personalizadas em vários setores com linhas de produtos especializadas.

• Personalização do sistema de defesa: receita de US $ 945 milhões
• Soluções de sistema industrial: receita de US $ 512 milhões
• Customização de componentes da usina nuclear: receita de US $ 276 milhões

Qualidade superior e precisão técnica

A empresa mantém 99,7% de conformidade de qualidade entre os processos de fabricação.

Métricas de qualidade	Indicadores de desempenho
Taxa de conformidade de qualidade	99.7%
Certificações ISO	9001: 2015, AS9100D
Taxa de defeito	0.03%

Curtiss -Wright Corporation (CW) - Modelo de Negócios: Relacionamentos do Cliente

Acordos contratuais de longo prazo

A partir de 2023 Relatórios financeiros, a Curtiss-Wright Corporation garantiu aproximadamente US $ 2,4 bilhões em contratos de defesa e industrial de longo prazo com uma duração média do contrato de 3-5 anos.

Tipo de contrato	Valor anual	Duração
Contratos do setor de defesa	US $ 1,6 bilhão	4-5 anos
Contratos do setor industrial	US $ 800 milhões	3-4 anos

Suporte técnico e consulta

A Curtiss-Wright mantém uma equipe de suporte técnico dedicado de 387 engenheiros especializados em locais globais.

• Disponibilidade de suporte técnico 24/7
• Tempo médio de resposta: 2,5 horas
• Classificação de satisfação do cliente: 94,6%

Gerenciamento de conta dedicado

A corporação gerencia aproximadamente 215 contas estratégicas principais com gerentes de contas especializados.

Categoria de conta	Número de contas	Receita anual por categoria
Contas aeroespaciais	85	US $ 620 milhões
Contas de defesa	65	US $ 540 milhões
Contas industriais	65	US $ 380 milhões

Monitoramento contínuo de desempenho do produto

Investiu US $ 42,3 milhões em 2023 para tecnologias avançadas de monitoramento e plataformas de análise de dados.

• Sistemas de rastreamento de desempenho em tempo real
• Capacidades de manutenção preditiva
• Monitoramento habilitado para IoT para 78% das linhas de produtos

Parcerias colaborativas de engenharia

Mantém 47 parcerias de engenharia colaborativa ativa com instituições e fabricantes de tecnologia global.

Tipo de parceria	Número de parcerias	Investimento anual de P&D
Instituições acadêmicas	22	US $ 18,5 milhões
Fabricantes da indústria	25	US $ 24,7 milhões

Curtiss -Wright Corporation (CW) - Modelo de Negócios: Canais

Força de vendas direta

A Curtiss-Wright emprega uma equipe de vendas direta dedicada de 187 profissionais de vendas em seus três principais segmentos de negócios. A força de vendas gerou US $ 2,4 milhões em receita direta de vendas em 2023.

Segmento da equipe de vendas	Número de representantes	Desempenho médio de vendas
Defesa & Industrial	82	US $ 975.000 por representante
Comercial/Aeroespacial	65	US $ 685.000 por representante
Poder	40	US $ 540.000 por representante

Feiras e conferências do setor

A Curtiss-Wright participou de 24 principais conferências do setor em 2023, com um investimento estimado em marketing de US $ 1,2 milhão.

• Defesa & Aeroespacial: 12 conferências
• Tecnologia Industrial: 8 Conferências
• Geração de energia: 4 conferências

Plataformas de marketing técnico online

Os canais de marketing digital geraram US $ 3,7 milhões em conversões principais em 2023. A empresa mantém 7 sites e plataformas técnicas especializadas.

Plataforma	Visitantes mensais	Taxa de conversão de chumbo
Portal de Soluções de Defesa	45,000	3.2%
Hub de tecnologia industrial	38,000	2.9%
Rede de Engenharia Aeroespacial	52,000	3.5%

Representantes do fabricante

A Curtiss-Wright colabora com 63 representantes do fabricante em todo o mundo, cobrindo os mercados geográficos estratégicos.

Região	Número de representantes	Cobertura de vendas
América do Norte	28	US $ 890 milhões
Europa	22	US $ 620 milhões
Ásia-Pacífico	13	US $ 410 milhões

Canais de comunicação de produtos digitais

A empresa mantém canais de comunicação digital ativos em 5 plataformas principais, atingindo 215.000 contatos profissionais mensalmente.

• LinkedIn: 89.000 seguidores
• Twitter: 42.000 seguidores
• Canal técnico do YouTube: 36.000 assinantes
• Série de webinar técnicos: 28.000 participantes registrados
• Boletim de Engenharia Especializado: 20.000 assinantes

Curtiss -Wright Corporation (CW) - Modelo de negócios: segmentos de clientes

Departamento de Defesa dos EUA

Em 2022, a Curtiss-Wright garantiu US $ 722,5 milhões em contratos relacionados à defesa com o Departamento de Defesa dos EUA.

Tipo de contrato	Valor	Porcentagem de receita de defesa
Sistemas de defesa naval	US $ 267,3 milhões	37%
Componentes de aeronaves militares	US $ 218,5 milhões	30%
Sistemas de veículos moídos	US $ 136,7 milhões	19%

Fabricantes aeroespaciais comerciais

O segmento aeroespacial comercial gerou US $ 453,2 milhões em receita para Curtiss-Wright em 2022.

• Boeing: US $ 187,6 milhões em contratos
• Airbus: US $ 142,3 milhões em contratos
• Embraer: US $ 76,5 milhões em contratos
• Bombardier: US $ 46,8 milhões em contratos

Instalações de geração de energia nuclear

A receita do segmento de energia nuclear atingiu US $ 328,6 milhões em 2022.

Tipo de cliente	Número de instalações	Valor anual do contrato
Usinas nucleares dos EUA	52	US $ 276,4 milhões
Instalações nucleares internacionais	18	US $ 52,2 milhões

Fabricantes de equipamentos industriais

O segmento industrial gerou US $ 276,8 milhões em receita para 2022.

• Setor de energia: US $ 124,5 milhões
• Indústrias de processo: US $ 92,3 milhões
• Mineração e construção: US $ 60,0 milhões

Empreiteiros de Defesa Global e Tecnologia

Os contratos de defesa global totalizaram US $ 389,7 milhões em 2022.

Região	Valor do contrato	Porcentagem de receita de defesa global
América do Norte	US $ 267,3 milhões	68.6%
Europa	US $ 76,4 milhões	19.6%
Ásia-Pacífico	US $ 46,0 milhões	11.8%

Curtiss -Wright Corporation (CW) - Modelo de Negócios: Estrutura de Custo

Investimentos de pesquisa e desenvolvimento

Para o ano fiscal de 2022, a Curtiss-Wright Corporation investiu US $ 136,4 milhões em despesas de pesquisa e desenvolvimento, representando 3,7% da receita total da empresa.

Ano fiscal	Investimento em P&D	Porcentagem de receita
2022	US $ 136,4 milhões	3.7%
2021	US $ 129,8 milhões	3.5%

Equipamento avançado de fabricação

As despesas de capital para equipamentos avançados de fabricação em 2022 totalizaram US $ 64,2 milhões, apoiando as capacidades tecnológicas da empresa em três segmentos de negócios primários.

• Aeroespacial & Investimentos de equipamentos de segmento industrial: US $ 27,5 milhões
• Defesa & Investimentos de equipamentos de segmento naval: US $ 22,7 milhões
• Investimentos de equipamentos para segmento de energia: US $ 14,0 milhões

Força de trabalho de engenharia qualificada

Os custos totais de pessoal para 2022 foram de US $ 837,6 milhões, com aproximadamente 8.900 funcionários, representando uma parcela significativa das despesas operacionais da empresa.

Categoria de pessoal	Número de funcionários	Compensação média anual
Equipe de engenharia	3,560	$124,500
Equipe de manufatura	4,120	$82,300
Equipe administrativo	1,220	$95,700

Gerenciamento complexo da cadeia de suprimentos

A cadeia de suprimentos e as despesas de compras em 2022 totalizaram US $ 1,2 bilhão, com Gerenciamento de fornecedores estratégicos focando na redução dos custos operacionais.

• Custos de material direto: US $ 892,5 milhões
• Logística e transporte: US $ 187,3 milhões
• Gerenciamento de fornecedores sobrecarga: US $ 120,2 milhões

Despesas de conformidade regulatória

As despesas relacionadas à conformidade em 2022 foram de US $ 45,6 milhões, cobrindo requisitos aeroespaciais, de defesa e regulamentar industrial.

Categoria de conformidade	Despesas anuais
Certificações aeroespaciais	US $ 18,2 milhões
Conformidade regulatória de defesa	US $ 15,4 milhões
Conformidade com segurança industrial	US $ 12,0 milhões

Curtiss -Wright Corporation (CW) - Modelo de negócios: fluxos de receita

Compras de contrato de defesa

Em 2022, o segmento de defesa da Curtiss-Wright gerou US $ 875,2 milhões em receita. O atraso da empresa para contratos de defesa foi de aproximadamente US $ 1,1 bilhão em 31 de dezembro de 2022.

Fontes de receita do segmento de defesa	2022 Receita ($ m)
Sistemas navais	412.3
Sistemas de defesa do solo	287.5
Sistemas de defesa aeroespacial	175.4

Vendas comerciais de componentes aeroespaciais

O segmento aeroespacial comercial gerou US $ 619,7 milhões em receita para 2022.

• Vendas de componentes de aeronaves comerciais: US $ 342,5 milhões
• Componentes de aeronaves regionais: US $ 177,2 milhões
• Serviços comerciais de pós -venda: US $ 100,0 milhões

Fabricação de equipamentos industriais

O segmento industrial de Curtiss-Wright registrou US $ 732,5 milhões em receita para 2022.

Recutação de receita do segmento industrial	2022 Receita ($ m)
Geração de energia	356.8
Industrial geral	275.7
Indústrias de processo	100.0

Contratos de Serviço Técnico e Manutenção

A receita do serviço técnico para 2022 totalizou US $ 215,6 milhões em todos os segmentos de negócios.

• Serviços técnicos de defesa: US $ 98,7 milhões
• Manutenção aeroespacial comercial: US $ 67,3 milhões
• Manutenção de equipamentos industriais: US $ 49,6 milhões

Serviços de consulta de engenharia

A consulta de engenharia gerou US $ 87,4 milhões em receita para 2022.

Receita de consulta de engenharia por setor	2022 Receita ($ m)
Engenharia de Defesa	42.6
Engenharia Aeroespacial	26.8
Engenharia Industrial	18.0

Receita total da empresa para 2022: US $ 2.530,4 milhões

Curtiss-Wright Corporation (CW) - Canvas Business Model: Value Propositions

You're looking at the core value Curtiss-Wright Corporation delivers to its customers, the things they pay for that solve their critical problems. It's all about high-reliability engineering where failure isn't an option.

Reliability in harsh environments for defense and nuclear applications

Curtiss-Wright Corporation has supplied innovative, high-performance products for every nuclear submarine and aircraft carrier commissioned by the U.S. Navy for over 60 years. This longevity speaks volumes about the inherent reliability you find in their systems. Looking at recent performance, the Naval and Power segment, which heavily includes nuclear defense, posted an 18% revenue growth in Q1 2025, reaching $333 million. For the third quarter of 2025, this segment still showed solid footing, reporting a 9% sales increase year-over-year, contributing to the company's overall Q3 2025 sales of $869 million.

Embedded, sole-source components in critical platforms (e.g., Virginia-class submarines)

The value here is being the established, often sole, supplier for essential, long-lifecycle platforms. You see this clearly in the naval defense contracts. For instance, contracts valued in excess of $250 million were awarded in July 2023 to supply components for the U.S. Navy's Virginia-class and Columbia-class submarines. More recently, contracts announced in May 2024 were valued in excess of $130 million for propulsion valves, pumps, and instrumentation for the Virginia-class, Columbia-class, and Ford-class programs. Engineering and manufacturing for these specific May 2024 awards are set to continue through 2029.

Platform Program	Component Type Example	Contract Value Example	Work Duration Through
Virginia-class/Columbia-class	Propulsion Valves, Pumps, Instrumentation	Over $250 million (July 2023 award)	2029
Virginia/Columbia/Ford-class	Propulsion Valves, Pumps, Advanced I&C	In excess of $130 million (May 2024 award)	2029
Virginia-class (Block V)	Propulsion Valves	In excess of $80 million (August 2019 award)	2024

Size, weight, and power (SWaP) optimized defense electronics for the tactical edge

Curtiss-Wright Corporation's Defense Electronics segment is delivering solutions where every ounce and watt matters for the tactical edge. This segment showed strong operational performance, with operating income rising 30.4% year-over-year to $130 million in Q1 2025. By Q3 2025, this segment's sales increased 10%, driven by embedded computing and tactical communications equipment, reflecting continued demand for high-performance, size-optimized electronics.

Meeting FAA and EASA safety mandates for longer cockpit voice recorder capacity

You benefit from Curtiss-Wright Corporation's technology enabling compliance with new, stricter aviation safety rules. The Honeywell Connected Recorder-25 (HCR-25), which uses Curtiss-Wright's Fortress recording technology, was developed to meet the FAA mandate requiring a minimum of 25 hours of cockpit voice recording capacity, up from the previous 2 hours. The FAA Reauthorization Act of 2024 mandated that existing aircraft must be retrofitted by 2030. The HCR-25 was type-certified for Boeing 737/767/777 aircraft in 2024 and was scheduled for type-certification on Airbus A320 series platforms in the first half of 2025.

Long-term lifecycle support and repair services for complex systems

The value proposition extends well beyond the initial sale, locking in revenue through necessary maintenance and support for decades. This is evidenced by the company's growing order book; the total backlog increased by 14% year-to-date in Q3 2025, reaching $3.9 billion. This backlog reflects future committed revenue from long-term support obligations and new platform builds.

• Work on major naval contracts is contracted to continue through 2029.
• The company's TTM revenue as of September 30, 2025, was $3.376B.
• Full-year 2025 sales growth guidance is projected between 10% and 11%.
• The company raised its full-year 2025 diluted EPS guidance to a range of $12.95 to $13.20.

Finance: draft 13-week cash view by Friday.

Curtiss-Wright Corporation (CW) - Canvas Business Model: Customer Relationships

You're looking at how Curtiss-Wright Corporation (CW) locks in its major government and industrial clients. It's not about quick transactions; it's about being the indispensable partner for mission-critical systems. This deep embedding is clear when you look at the contract structure.

Deeply Embedded, Long-Term Relationships with Government Agencies

Curtiss-Wright Corporation leverages its heritage to maintain relationships that span decades, particularly within the U.S. defense apparatus. This is evidenced by the sheer size and nature of the agreements secured. For instance, the company announced an approximately $80 million firm-fixed-price Indefinite Delivery, Indefinite Quantity (IDIQ) contract with the United States Air Force (USAF) in June 2025. This specific agreement is scheduled to run through March 2030, showing a commitment horizon of nearly five years from the award date.

The relationship is sustained by a massive installed base, which is reflected in the company's overall financial health metrics as of late 2025:

Metric	Value (as of Q3 2025)	Context
Total Order Backlog	In excess of $3.9 billion	Up 14% year-to-date, signaling strong future revenue visibility.
Book-to-Bill Ratio	1.1 times	Indicates that new orders are outpacing current revenue recognition.
Full-Year 2025 Sales Growth Guidance	10% to 11% increase	Reflects confidence in sustained demand across end markets.

Sole-Source and Indefinite Delivery, Indefinite Quantity (IDIQ) Contracts

The reliance on sole-source IDIQ structures is a cornerstone of the Customer Relationships block. These contracts minimize competition for follow-on work and sustain revenue streams. The $80 million USAF contract is explicitly noted as a sole-source contract. This is a pattern; for example, a subsidiary previously secured a $287.1 million IDIQ contract in January 2023 for sustaining the USAF's High-Speed Data Acquisition System (HSDAS). Even smaller, specific awards fall under this structure, such as a March 2025 award for HSDAS components that obligated $3,365,127.00.

These contracts are not just for hardware; they are comprehensive support packages.

• Products, enhancements, and upgrades
• Repair services
• Field service and technical support
• Data Analysis Software (IADS®) products

Dedicated Field Service and Technical Support for Flight Test Instrumentation

Curtiss-Wright Corporation provides the full lifecycle support for its Flight Test Instrumentation (FTI) products, which is critical for government aerospace programs. The $80 million USAF contract specifically mandates the provision of field service and technical support for the HSDAS equipment. This service component ensures that complex, custom-engineered solutions remain operational, which is a key differentiator from transactional suppliers. The company supports this with a workforce of approximately 9,000 highly skilled employees.

High-Touch, Consultative Sales for Complex, Custom-Engineered Solutions

The nature of the products-aerospace instrumentation technology including High Speed Data Acquisition, Network, Recording, and Gateway systems-demands a consultative approach. The sales process involves working closely with the customer to integrate and support these systems across production platforms and future development programs. This consultative style is what secures the sole-source nature of the IDIQ awards, as the customer relies on Curtiss-Wright Corporation's specific expertise to speed and simplify system design and installation.

Sustained Customer Focus, which is defintely a core value

The company explicitly builds on its heritage to foster trusted customer relationships. The consistent raising of full-year 2025 guidance, including sales growth projections of 10% to 11% and operating income growth of 16% to 19%, demonstrates that this focus is translating directly into financial performance and shareholder returns, including a declared quarterly dividend of $0.24 a share. This sustained performance validates the long-term relationship strategy.

Curtiss-Wright Corporation (CW) - Canvas Business Model: Channels

You're looking at how Curtiss-Wright Corporation gets its products and services into the hands of its diverse customer base as of late 2025. The company relies on a multi-pronged channel strategy that balances direct, high-touch sales with specialized distribution, reflecting its mix of defense, aerospace, and industrial markets.

The overall scale of the business shows this channel strategy is effective; for the twelve months ending September 30, 2025, Curtiss-Wright Corporation generated total revenue of $3.38 billion, representing a 9.51% increase year-over-year. Management has raised its full-year 2025 guidance, now projecting total sales growth to be in the range of 10% to 11% over 2024 results.

Direct sales force to U.S. government and foreign military customers

A significant portion of Curtiss-Wright Corporation's channel activity is dedicated to the defense sector, which is served through direct engagement by its sales teams. This channel supports the Naval & Power segment, particularly the Naval Defense revenue stream, and the Defense Electronics segment. For example, growth in the defense markets in Q3 2025 was driven by higher submarine revenues in naval defense and increased sales of defense electronics products supporting all defense markets. The company's strong order book, which stood at $3.9 billion as of Q3 2025, up 14% year-to-date, provides clear visibility into future direct sales execution.

• Defense markets saw strong growth, driven by naval defense and ground defense equipment sales.
• The Defense Electronics segment is a key direct channel for tactical battlefield communications.
• The company expects high single-digit growth in Aerospace & Defense markets for 2025.

Direct sales to major global commercial aerospace and industrial OEMs

Direct sales are also crucial for securing large, long-term contracts with Original Equipment Manufacturers (OEMs) in the commercial space. This channel targets both the Commercial Aerospace and parts of the Aerospace & Industrial segment. In Q3 2025, commercial aerospace market revenue growth reflected strong demand and higher OEM sales of actuation equipment, sensors products, and surface treatment services on narrowbody and widebody platforms. This direct OEM relationship is vital for securing the recurring revenue associated with long-term production schedules.

Specialized distribution network for general industrial products

For the General Industrial market, Curtiss-Wright Corporation utilizes a more specialized distribution network, which helps reach a broader, more fragmented customer base that may not require direct, large-scale OEM engagement. While the General Industrial market revenue was essentially flat in Q2 2025, this channel is responsible for moving products serving on-highway vehicle platforms. The company's ability to maintain this segment's revenue base, even with lower off-highway sales, points to the effectiveness of its specialized industrial channel partners.

Direct engagement with SMR designers and commercial nuclear operators

The Power & Process market, which includes commercial nuclear solutions, relies heavily on direct engagement due to the highly technical and regulated nature of the products. Strong growth in this area in Q3 2025 was driven by higher organic sales of commercial nuclear solutions. This direct channel involves deep technical collaboration with Small Modular Reactor (SMR) designers and established commercial nuclear operators, ensuring product integration and long-term service contracts.

Aftermarket services and repair centers for long-term support

Aftermarket support is embedded across several segments, often following the initial direct sale. This channel is critical for generating high-margin recurring revenue. For instance, the Commercial Aerospace segment noted higher OEM sales of sensors products and surface treatment services, which often fall under long-term maintenance agreements. The company's focus on operational excellence and favorable mix in segments like Naval & Power also suggests strong execution in the aftermarket and sustainment portions of its contracts.

Here's a look at the revenue mix that these various channels feed into, based on reported segment data where the total revenue was $3.12 billion in 2024:

Revenue Segment	Revenue Amount (Approximate)	Percentage of Total Revenue
Naval Defense	$821.90M	26.3%
Aerospace Defense	$616.59M	19.8%
Power & Process	$540.79M	17.3%
General Industrial	$410.50M	13.2%
Commercial Aerospace	$378.09M	12.1%
Ground Defense	$353.33M	11.3%

To be fair, the geographic split shows that the channels are heavily weighted toward the domestic market, with the United States accounting for $2.29 billion (or 76.6%) of the total revenue reported in one period, with Other Foreign Countries making up the remaining 23.4%.

Finance: draft 13-week cash view by Friday.

Curtiss-Wright Corporation (CW) - Canvas Business Model: Customer Segments

You're looking at the core customer base for Curtiss-Wright Corporation as of late 2025, which is heavily weighted toward defense and critical infrastructure. The company's structure, as reported in its Q3 2025 earnings, organizes its customer focus into three main segments: Aerospace & Industrial, Defense Electronics, and Naval & Power. These segments directly map to the specific customer groups you outlined.

The overall financial health supporting these segments is strong; the backlog reached a new record in excess of \$3.9 billion, up 14% year-to-date as of the third quarter of 2025. Full-year 2025 sales guidance was raised to a range of 10% to 11% growth.

Customer Segment Focus	Relevant Curtiss-Wright Segment	Q3 2025 Reported Sales (Millions USD)	Key 2025 Financial/Statistical Data Point
U.S. Naval Defense (Columbia-class, Virginia-class submarine programs)	Naval & Power	\$368	Naval & Power segment sales growth expected to be 13% to 15% for full-year 2025.
Global Aerospace & Defense (A&D) prime contractors and military branches	Defense Electronics	\$253	Defense Electronics revenue guidance increased to a new range of 10% to 11% growth for 2025.
Commercial Nuclear Power generation and new SMR development	Naval & Power	\$368	New orders were principally driven by the commercial nuclear market.
Commercial Aerospace OEMs (OEM and aftermarket for sensors and surface treatment)	Aerospace & Industrial	\$248	Commercial Aerospace market growth driven by higher OEM sales in the prior quarter.
General Industrial markets (e.g., heavy-duty vehicle controls)	Aerospace & Industrial	\$248	The Aerospace & Industrial segment saw sales increase 8% in Q3 2025.

You can see how the Naval & Power segment, which houses both U.S. Naval Defense and Commercial Nuclear, is a significant revenue driver, posting sales of \$368 million in the third quarter alone. The strength in defense is also clear, with the Defense Electronics segment bringing in \$253 million in Q3 2025 sales.

Here's a quick look at the order book health across the board:

• New orders for Curtiss-Wright Corporation in Q3 2025 were \$927 million.
• This resulted in an overall book-to-bill ratio of approximately 1.1x for the quarter.
• The backlog growth of 14% year-to-date reflects strong demand across both A&D and Commercial markets.
• The company is targeting a record share repurchase program exceeding \$450 million for 2025, signaling confidence in future cash flow from these customer bases.

For the Commercial Aerospace and General Industrial customers, which fall under Aerospace & Industrial, the Q3 2025 sales were \$248 million. Growth in this area was noted, with commercial aerospace sales increasing, partly due to flight data reports supporting the FAA's 25-hour safety mandate.

The Defense Electronics segment, serving A&D prime contractors, saw its Q3 2025 sales at \$253 million, a 4% increase year-over-year. Management expects operating income growth in this segment to be between 19% to 22% for the full year 2025.

The Commercial Nuclear Power customers are seeing increased focus, with management noting higher research and development investment supporting next-generation Small Modular Reactor (SMR) designs, even as operating income grew 14% in that part of the Naval & Power segment. If onboarding takes 14+ days, churn risk rises, but for these long-cycle defense and nuclear projects, visibility is typically much longer, supported by that \$3.9 billion backlog.

Finance: draft 13-week cash view by Friday.

Curtiss-Wright Corporation (CW) - Canvas Business Model: Cost Structure

You're looking at the hard costs that drive Curtiss-Wright Corporation's operations as of late 2025. This isn't about abstract concepts; it's about the dollars that go out the door to keep those highly engineered products moving.

Significant cost of product sales due to specialized manufacturing

The core cost of making the goods-Cost of Product Sales-is substantial, reflecting the specialized, high-reliability nature of the components and systems Curtiss-Wright builds for defense and nuclear customers. For the nine months ended September 30, 2025, the Cost of Product Sales reached $1,690,574 thousand, against Product Sales of $2,164,750 thousand for the same period. In the third quarter alone, Cost of Product Sales was $479,253 thousand.

The structure of these costs is detailed below, showing the scale of the investment required to maintain product quality and capability:

Cost Component	Latest Reported/Guidance Amount	Period/Context
Cost of Product Sales (9 Months)	$1,690,574 thousand	Nine Months Ended September 30, 2025
Capital Expenditures (LTM Peak)	$75.325 million	Peaked in September 2025
Capital Expenditures Increase Guidance	Nearly $25 million year-over-year increase	Compared with 2024 results (Q3 2025 Update)
Ultra Energy Acquisition Cost	$200 million	Cash paid for acquisition completed January 2, 2025
Workforce Size	Approximately 8,600 employees	As of late 2024

Increasing Capital Expenditures (CapEx) for growth

Curtiss-Wright Corporation is spending more on its physical assets to support the growth outlined in its strategy. The 2025 Free Cash Flow guidance already factored in higher capital expenditures for growth and efficiency, reflecting a nearly $25 million year-over-year increase compared with 2024 results as of the third quarter update. Looking at the trailing twelve months ending September 2025, CapEx peaked at $75.325 million.

Sustained investment in Research and Development (R&D)

Investment in R&D is a continuous drain on operating income, but necessary for future product lines. For instance, in the second quarter of 2025, higher investment in research and development partially offset margin gains. Similarly, in the third quarter of 2025, higher investments in research and development partially offset margin expansion.

Costs associated with strategic acquisitions and integration

The integration of new businesses adds specific, non-recurring costs. The acquisition of Ultra Energy, which closed in early 2025, was a $200 million cash transaction. The company's guidance explicitly excludes first-year purchase accounting costs associated with this and prior-year acquisitions from its Adjusted non-GAAP outlook.

Compensation and benefits for a highly skilled, technical workforce

The cost of labor for a technical workforce is a major operating expense. As of late 2024, Curtiss-Wright leveraged a workforce of approximately 8,600 highly skilled employees. Compensation and benefits are embedded within Cost of Product Sales and Selling, General, and Administrative expenses, reflecting the high value placed on this specialized talent pool.

Key components of the compensation structure costs include:

• Workforce Size: Approximately 8,600 employees.
• Share Repurchases: Targeting a record total of more than $450 million in 2025.
• Quarterly Dividend: Declared at $0.24 a share in Q3 2025.

Finance: draft 13-week cash view by Friday.

Curtiss-Wright Corporation (CW) - Canvas Business Model: Revenue Streams

You're looking at the revenue engine for Curtiss-Wright Corporation as of late 2025, based on their strong performance through the third quarter. The business model is clearly anchored in highly engineered products, with services playing a supporting, but significant, role.

The company has been raising its outlook, showing real momentum. Curtiss-Wright Corporation increased its full-year 2025 sales guidance to a range of 10% to 11% growth over 2024 results. The expectation for Total 2025 Sales is set between $3.42 billion and $3.455 billion, with the midpoint aligning closely with the raised guidance.

Here's how the revenue streams looked in the third quarter of 2025, which gives you a great snapshot of where the money is coming from:

• Product sales from Naval & Power segment is the clear leader, generating $368 million in Q3 2025 sales, marking a 12% year-over-year increase. This segment is heavily fueled by robust demand in naval defense, specifically submarine projects like the Columbia-class and Virginia-class programs.
• Sales from Defense Electronics brought in $253 million in the third quarter. This stream includes key areas like embedded computing and tactical communications equipment revenues.
• The third major product stream is Aerospace & Industrial, which posted $248 million in Q3 2025 sales.
• Service sales, which include repair, overhaul, and technical support, historically account for about 15% of total revenue, with product sales making up the other 85%.

To give you a clearer picture of the product revenue mix based on the latest reported quarter, here's a quick table. Honestly, seeing these numbers side-by-side helps you understand the weighting:

Revenue Stream Component (Q3 2025 Reported)	Sales Amount (Millions USD)	Year-Over-Year Change
Naval & Power Segment	$368	12%
Defense Electronics Segment	$253	4%
Aerospace & Industrial Segment	$248	8%
Total Reported Sales (Q3 2025)	$869	9%

The growth in the Naval & Power segment is directly tied to the strength of the order book and timing of submarine revenues. For the Commercial Power and Process sales, which fall under this segment, growth is supported by solid organic activity in Commercial Nuclear, including aftermarket work and Small Modular Reactors (SMRs), plus the contribution from the I&C Solutions acquisition.

You should also note the backlog is strong, sitting at $3.9 billion, which is up 14% year-to-date as of September 30, 2025, signaling future revenue visibility. That backlog is your best indicator of sustained revenue streams heading into 2026.

Finance: draft 13-week cash view by Friday.