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Curtiss-Wright Corporation (CW) Wolfe Research 19th Annual Global Transportation & Industrials Conference May 21, 2026 12:30 PM EDT
Company Participants
Lynn Bamford – CEO & Chairman
K. Farkas – Executive VP & CFO
Conference Call Participants
Myles Walton – Wolfe Research, LLC
Presentation
Myles Walton
Wolfe Research, LLC
Great. Thanks. And to those in the lunch area, you can make your way in as you see fit. Happy to have with us today from Curtiss-Wright, Lynn Bamford and Chris Farkas, thanks so much for joining us and for the conversation. If there are questions in the audience, happy to hold those in. But at the same time, I’ll go ahead and lead the Q&A. I don’t know if there’s anything you wanted to kick off with from a commentary perspective. Otherwise, we can get right into it.
Lynn Bamford
CEO & Chairman
Just jump right in.
Question-and-Answer Session
Myles Walton
Wolfe Research, LLC
I want to give you the freedom of navigation to start. So strong first quarter out of the gates, strong results and then raised guidance in several of the areas. Let’s start with the largest, the defense market. In terms of the growth rate you’re seeing there, how much do you believe is sustainable beyond, I’d say, the initial flood of money from reconciliation that’s come through? And how much is more for ongoing investment beyond the current horizon?
Lynn Bamford
CEO & Chairman
Thank you for that question. And for those who don’t know Curtiss very well, I’d encourage you to go to curtisswright.com and look at our first quarter’s results. And if you go back to May of last year, 2 years ago, check out our Investor Day, it’s a good overview of the company and our strategies and long-term growth targets and other financial metrics, which are tracking very nicely, as you will
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