Curtiss-Wright Corporation, together with its subsidiaries, provides engineered products, solutions, and services mainly to aerospace and defense, commercial power, process, and industrial markets worldwide. It operates through three segments: Aerospace & Industrial, Defense Electronics, and Naval & Power. The Aerospace & Industrial segment offers industrial and specialty vehicle products, such as power management electronics, traction inverters, transmission shifters, and control systems; sensors, controls, and electro-mechanical actuation components used on commercial and military aircraft; and surface technology services including shot peening, laser peening, and engineered coatings. The Defense Electronics segment provides commercial off-the-shelf embedded computing board-level modules and processing equipment, data acquisition and flight test instrumentation equipment, integrated subsystems, instrumentation and control systems, tactical communications solutions; and electronic stabilization products, and weapons handling systems; avionics and electronics; flight test equipment; and aircraft data management solutions. The Naval & Power segment offers main coolant pumps, power-dense compact motors, generators, steam turbines, valves, and secondary propulsion systems; energy absorbers, retractable hook cable systems, net-stanchion systems and mobile systems to support fixed land-based arresting systems; hardware, valves, fastening systems, specialized containment doors, airlock hatches, and spent fuel management products; reactor coolant pumps and control rod drive mechanisms for commercial nuclear power plants, as well as various nuclear reactor technologies. This segment furnishes severe-service valve technologies and services, heat exchanger repair, and piping test and isolation products, and offers ship repair and maintenance for the U.S. navy. Curtiss-Wright Corporation was incorporated in 1929 and is headquartered in Davidson, North Carolina.

Curtiss-Wright Corporation

Embraer S.A. (ERJ) is scheduled to release its second-quarter 2025 results on Aug. 5, before market open.
The company has a four-quarter average earnings surprise of 150.60%. The improving revenue performance across three of its major business segments is likely to have boosted Embraer’s overall top-line performance.
Embraer’s Commercial Aviation Sales Likely to Fall
Aircraft deliveries in this segment remained flat year over year (as mentioned in the company’s delivery report published this June), which is likely to have had a neutral impact on its second-quarter sales.
Embraer noted in its first-quarterearnings callthat the delivery of its two commercial aircraft was deferred due to unspecified 'commercial issues'. While the company did not provide further details, the prevalence of such delays—ranging from contract negotiations to timing shifts and supply-chain disruption—is expected to have dampened its sales in the quarter, as well.
The Zacks Consensus Estimate for this segment’s revenues is pegged at $551.4 million, which indicates a decline of 0.5% from the year-ago quarter.
Embraer-Empresa Brasileira de Aeronautica Price and EPS Surprise
Executive Aviation’s Performance
Higher executive jet deliveries, which improved 40.7% year over year in the second quarter, is projected to have bolstered the Executive Aviation segment’s revenue performance.
The Zacks Consensus Estimate for the Executive Aviation segment’s revenues is pegged at $422 million, which indicates growth of 25.6% from the year-ago quarter.
Defense & Security’s Revenues
Revenues generated from the higher number of A-29 Super Tucano aircraft are likely to have bolstered this segment’s sales in the second quarter.
The Zacks Consensus Estimate for this segment’s revenues is pegged at $222 million, which implies an increase of 18.7% from the year-ago quarter.
Services & Support Unit’s Performance
Higher aftermarket aircraft solutions, backed by growing air traffic as well as heightened demand for military jets, are likely to have boosted the segment's revenues in the upcoming quarter. Higher revenues from the ramp-up of MRO activity at its OGMA facility in Portugal for the Pratt & Whitney GTF engines are likely to have also boosted this segment’s top line.
The Zacks Consensus Estimate for this segment’s revenues is pegged at $460.6 million, which indicates growth of 14% from the year-ago quarter.
ERJ’s Q2 Estimates
The robust revenue performance in three of its four major business segments is likely to have bolstered ERJ’s overall top line.
The Zacks Consensus Estimate for ERJ’s second-quarter revenues is pegged at $1.67 billion, which indicates growth of 11.8% from the year-ago quarter’s figure.
Solid sales growth expectations, higher sales volume from executive aviation, favorable product mix and lower costs and expenses are likely to have contributed favorably to the company’s bottom line.
The Zacks Consensus Estimate for ERJ’s earnings is pegged at 47 cents per share. This indicates an increase of 6.8% from the prior-year figure.
What the Zacks Model Unveils
Our proven model does not conclusively predict an earnings beat for ERJ this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
Earnings ESP: Embraer has an Earnings ESP of -1.76%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: ERJ currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to Consider
Below, we have mentioned a few players from the same sector that have the right combination of elements to beat on earnings in the upcoming releases:
CurtissWright (CW) is set to report its second-quarter 2025 results on Aug. 6, after market close. It has an Earnings ESP of +0.67% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for CW’s earnings is pegged at $3.13 per share, indicating year-over-year growth of 17.2%. The consensus estimate for its sales is pegged at $850.5 million, indicating year-over-year growth of 8.4%.
CAE (CAE) is set to report its fiscal first-quarter 2026 results on Aug. 13, before market open. It has an Earnings ESP of +1.03% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for CAE’s earnings is pegged at 15 cents per share. The consensus estimate for its sales is pegged at $810.1 million, indicating year-over-year growth of 3.4%.
Transdigm Group (TDG) is set to report fiscal third-quarter earnings on Aug. 5. It has an Earnings ESP of +0.40% and carries a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for TDG’s earnings is pegged at $9.78 per share, indicating year-over-year growth of 8.7%. The consensus estimate for sales is pegged at $2.30 billion, indicating year-over-year growth of 12.2%.
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Will Segmental Sales Growth Drive Embraer's Q2 Earnings?

TransDigm Group Incorporated (TDG) is slated to report third-quarter fiscal 2025 results on Aug. 5, before market open.
The improving growth trends in commercial air travel and strong defense sales are likely to have bolstered the quarterly performance.
TDG’s Power & Control Segment to Remain Robust
Strong sales from the commercial aftermarket, backed by steadily improving commercial air travel demand and the resulting higher flight hours and utilization of aircraft, are likely to have contributed favorably to revenues from the Power & Control segment. Steadily improving U.S. Government defense spending outlays, boosting defense sales, are also likely to have benefited this unit’s top-line growth.
The Zacks Consensus Estimate for the Power & Control segment’s fiscal third-quarter revenues is pegged at $1.20 billion, indicating a 17.1% improvement from the year-ago quarter’s figure.
Transdigm Group Incorporated Price and EPS Surprise
TDG’s Airframe Segment Likely to Report Revenue Growth
Sales from the Airframe segment are likely to have been boosted by the strong air travel growth and rising demand for this unit’s defense products, backed by solid government funding.
The Zacks Consensus Estimate for the segment’s fiscal third-quarter revenues is pegged at $1.06 billion, indicating 9% growth from the prior-year quarter’s actual.
Q3 Estimates for TDG
Strong sales expectations from both its primary segments, which constitute approximately 98% of TDG’s total revenues, are likely to have bolstered its overall quarterly revenue performance.
The Zacks Consensus Estimate for TDG’s fiscal third-quarter sales is pegged at $2.30 billion, indicating an improvement of 12.2% from the prior-year number.
A strong top line is likely to have boosted TDG’s overall margin performance, which, along with its cost reduction initiatives, is likely to have contributed favorably to its quarterly bottom line.
The Zacks Consensus Estimate for earnings is pegged at $9.78 per share, indicating an increase of 8.7% from the year-ago figure.
What the Zacks Model Unveils for TDG
Our proven model predicts an earnings beat for TransDigm this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.
TDG’s Earnings ESP: TDG has an Earnings ESP of +0.40%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
TDG’s Zacks Rank: TDG currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Other Stocks to Consider
Below, we have mentioned other players from the same industry that have the right combination of elements to beat on earnings in the upcoming releases.
Axon Enterprise (AXON) is set to report second-quarter 2025 earnings on Aug. 4, 2025, after market close. It has an Earnings ESP of +0.54% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for AXON’s earnings is pegged at $1.54 per share, indicating year-over-year growth of 28.3%. The consensus estimate for its sales is pegged at $643 million, indicating year-over-year growth of 27.6%.
CAE (CAE) is set to report its fiscal first-quarter 2026 results on Aug. 13, before market open. It has an Earnings ESP of +1.03% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for CAE’s earnings is pegged at 15 cents per share. The consensus estimate for its sales is pegged at $810.1 million, indicating year-over-year growth of 3.4%.
CurtissWright (CW) is set to report its second-quarter results on Aug. 6, after market close. It has an Earnings ESP of +0.67% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for CW’s earnings is pegged at $3.13 per share, indicating year-over-year growth of 17.2%. The consensus estimate for its sales is pegged at $850.5 million, indicating year-over-year growth of 8.4%.
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Will Solid Segmental Sales Boost TransDigm's Q3 Earnings?

Huntington Ingalls Industries, Inc. (HII) is scheduled to release second-quarter 2025 earnings on July 31, 2025, before market open.
The company has a four-quarter average negative earnings surprise of 4.20%.
Dismal sales growth expectations, along with weak operating margin performance, are projected to have impacted HII’s overall bottom line.
Anticipated Decline in Revenues in Ingalls Unit
Lower sales volume from amphibious assault ships is likely to have impacted the Ingalls segment’s top line in the second quarter.
The Zacks Consensus Estimate for the Ingalls unit’s revenues is pegged at $0.69 billion, which indicates a decline of 2.5% from the year-ago quarter’s figure.
Huntington Ingalls Industries, Inc. Price and EPS Surprise
Newport News’ Revenues Likely to Fall
Lower sales volumes owing to continued performance challenges in the construction of aircraft carriers and Virginia class (SSN 774) submarines, along with reduced sales from naval nuclear support services, are likely to have impacted the Newport News segment’s revenue performance.
The Zacks Consensus Estimate for the Newport News unit’s revenues is pegged at $1.53 billion, which indicates a decline of 0.5% from the year-ago quarter’s figure.
Mission Technologies Unit Likely to Post Dismal Performance
Lower sales volumes from C5ISR (Command, Control, Computers, Communications, Cyber, Intelligence, Surveillance and Reconnaissance) are likely to have negatively impacted the company’s Mission Technologies segment’s revenues in the second quarter of 2025.
The Zacks Consensus Estimate for this unit’s revenues is pegged at $0.74 billion, which indicates a decline of 2.8% from the year-ago quarter’s figure.
Q2 Estimates for HII Stock
Sales declines anticipated across all three of its major segments are likely to have adversely impacted the company’s overall second-quarter revenue performance.
The Zacks Consensus Estimate for HII’s second-quarter sales is pegged at $2.93 billion, which indicates a decrease of 1.6% from the prior-year number.
Lower operating margin in the Ingalls segment, due to poor performance from amphibious assault ships and supply-chain disruptions, is likely to have hurt its earnings in the second quarter. Additionally, dismal sales growth expectations are projected to have further impacted its overall bottom line.
The Zacks Consensus Estimate for HII’s second-quarter earnings is pegged at $3.23 per share, which indicates a year-over-year decline of 26.3%.
What the Zacks Model Unveils for HII
Our proven model does not conclusively predict an earnings beat for HII this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
Earnings ESP: Huntington Ingalls has an Earnings ESP of -0.29%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: HII currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to Consider
Below, we have mentioned players from the same sector that have the right combination of elements to beat on earnings in the upcoming releases.
Axon Enterprise (AXON) is set to report second-quarter 2025 earnings on Aug. 4, 2025, after market close. It has an Earnings ESP of +0.54% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for AXON’s earnings is pegged at $1.54 per share, indicating year-over-year growth of 28.3%. The consensus estimate for its sales is pegged at $642.2 million, indicating year-over-year growth of 27.4%.
CurtissWright (CW) is set to report its second-quarter 2025 results on Aug. 6, after market close. It has an Earnings ESP of +1.90% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for CW’s earnings is pegged at $3.09 per share, indicating year-over-year growth of 15.7%. The consensus estimate for its sales is pegged at $850.5 million, indicating year-over-year growth of 8.4%.
Transdigm Group (TDG) is expected to report fiscal third-quarter earnings soon. It has an Earnings ESP of +0.25% and carries a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for TDG’s earnings is pegged at $9.78 per share, indicating year-over-year growth of 8.7%. The consensus estimate for sales is pegged at $2.30 billion, indicating year-over-year growth of 12.2%.
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Will Poor Segmental Sales Performance Impact HII's Q2 Earnings?

Last week, two out of the three widely followed U.S. indexes — the Nasdaq Composite and the S&P 500 — gained 1.24% and 0.45%, respectively, whereas the Dow Jones Industrial Average lost 0.30%. Escalating trade tensions after President Donald Trump’s aggressive tariff policies toward Canada, Mexico and the European Union fueled inflation concerns. However, easing oil prices, strong corporate earnings, and robust consumer spending data pushed stock markets to new peaks. The Federal Reserve has kept benchmark interest rates steady as it closely watches the inflationary effects of Trump's tariffs before considering any rate adjustments.
The Consumer Price Index (CPI) has seen notable acceleration in June, mostly due to the rising costs of goods resulting from recent tariff hikes. The CPI has increased 0.3% monthly, following a 0.1% increase in May. Whereas year over year, CPI increased 2.7%, the highest level since February, from 2.4% in May. The Producer Price Index (PPI) for June registered a flat monthly performance, but the year-over-year figures continue to signify elevated price levels. Retail sales in June rose 0.6% from a 0.9% fall in May, signaling continued consumer strength. The U.S economy has witnessed its first negative Gross Domestic Product (GDP) reading since Q1 2022. The GDP decreased at a downwardly revised 0.5% annualized rate last quarter. The U.S. labor market continues to show resilience, with 147,000 jobs added in June, surpassing expectations and the unemployment rate dipping to 4.1%.
On the global front, the relative calming of Middle East tensions earlier in July contributed to lower oil prices, which is generally a positive for inflation and the global trade and supply chain.
Regardless of market conditions, we, here at Zacks, provide investors with unbiased guidance on how to beat the market.
As usual, Zacks Research guided investors over the past three months with its time-tested methodologies. Given the prevailing market uncertainty, you may want to look at our feats to prepare better for your next action.
Here are some of our key achievements:
Curtiss-Wright and Organigram Global Following Zacks Rank Upgrade
Shares of Curtiss-Wright Corporation CW have gained 26% (versus the S&P 500’s 7.7% increase) since it was upgraded to a Zacks Rank #2 (Buy) on May 13.
Another stock, Organigram Global Inc. OGI, which was also upgraded to a Zacks Rank #2 on May 14, has returned 17% (versus the S&P 500’s 6.9% rise) since then.
Zacks Rank, our short-term rating system, has earnings estimate revisions at its core. Empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Zacks Rank #1 (Strong Buy) stocks returned +6.51% in May 2025, which compares to +4.47% for the S&P 500 index and +4.12% for the equal-weight version of the index. This follows the Zacks Rank # 1 stocks’ +17.96% return in April vs. +15.04% for the S&P 500 index.
A hypothetical portfolio of Zacks Rank # 1 stocks returned +6.51% in May 2025, which compares to +4.47% for the S&P 500 index and +4.12% for the equal-weight version of the index. This follows the Zacks Rank # 1 stocks’ +17.96% return in April vs. +15.04% for the S&P 500 index.
This hypothetical portfolio has returned -2.59% in 2025 (through June 2) vs. -1.12% for the S&P 500 index and -4.41% for the equal-weight version of the index.
This portfolio returned +22.4% in 2024, vs. +28% for the S&P 500 index and +19.9% for the equal-weight version of the S&P 500 index.
This hypothetical portfolio returned +20.65% in 2023 vs. +24.83% for the S&P 500 index and +15% for the equal-weight S&P 500 index.
The Zacks Model Portfolio - consisting of Zacks Rank #1 stocks – has outperformed the S&P index by more than 12 percentage points since 1988 (through June 2, 2025, the Zacks # 1 Rank stocks generated an annualized average return of +23.5% vs. +11% for the S&P 500 index).
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Shares of Phibro Animal Health Corporation PAHC and Shore Bancshares, Inc. SHBI have advanced 26.5% (versus the S&P 500’s 7.7% rise) and 16.5% (versus the S&P 500’s 8.4% increase), respectively, since their Zacks Recommendation was upgraded to Outperform on May 22 and May 26, respectively.
While the Zacks Rank is our short-term rating system that is most effective over the one- to three-month holding horizon, the Zacks Recommendation aims to predict performance over the next 6 to 12 months. However, just like the Zacks Rank, the foundation for the Zacks Recommendation is trends in earnings estimate revisions.
The Zacks Recommendation classifies stocks into three groups — Outperform, Neutral and Underperform. While these recommendations are determined quantitatively, our analysts have the flexibility to override them for the 1100+ stocks they closely follow based on their better judgment of factors such as valuation, industry conditions and management effectiveness than the quantitative model.
Zacks Focus List Stocks Micron Technology, Quanta Services Shoot Up
Shares of Micron Technology, Inc. MU, which belongs to the Zacks Focus List, have gained 71.4% over the past 12 weeks. The stock was added to the Focus List on December 27, 2016. Another Focus-List holding, Quanta Services, Inc. PWR, which was added to the portfolio on December 23, 2021, has returned 58.9% over the past 12 weeks. The S&P 500 has advanced 22.1% over this period.
The 50-stock Focus List portfolio returned 8.84% in 2025 (through June 30, 2025) vs. +6.21% for the S&P 500 index and +4.82% for the equal-weight version of the index.
The Zacks Focus List portfolio returned +18.41% in 2024 vs. +25.04% for the S&P 500 index and +13% for the equal-weight S&P 500 index. The portfolio had returned +29.54% in 2023 vs. +26.28% for the S&P 500 index and +13.61% for the equal-weight S&P 500 index. In 2022, the portfolio returned -15.2% vs. the S&P 500 index’s -17.96%.
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Zacks ECAP Stocks Oracle & Tractor Supply Make Significant Gains
Oracle Corporation ORCL, a component of our Earnings Certain Admiral Portfolio (ECAP), has jumped 99.9% over the past 12 weeks. Tractor Supply Company TSCO has followed Oracle with 14.1% returns.
The Zacks Earnings Certain Admiral Portfolio (ECAP), which consists of 30 concentrated, ultra-defensive, long-term Buy-and-Hold stocks, returned +3.20% in the first quarter of 2025 vs. the S&P 500 index’s -4.30% decline (SPY ETF).
For the year 2024, the portfolio returned +16.26% vs. +24.89% for the S&P 500 index (SPY ETF).
In 2023, the portfolio returned +12.17% vs. +26.28% for the S&P 500 index. The portfolio returned -4.7% in 2022 vs. the S&P 500 index’s -17.96%.
With little to no turnover and annual rebalance periodicity, ECAP seeks to minimize capital loss by holding shares of companies whose earnings streams exhibit a proven 20+ year track record of surviving recessionary periods with minimal impact on aggregate earnings growth relative to the overall S&P 500.
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Zacks ECDP Stocks Starbucks and Fastenal Outperform Peers
Starbucks Corporation (SBUX), which is part of our Earnings Certain Dividend Portfolio (ECDP), has returned 16.3% over the past 12 weeks. Another ECDP stock, Fastenal Company FAST, has also climbed 14.7% over the same time frame. Of course, the inclination of investors toward quality dividend stocks to secure an income stream amid heightened market volatility contributed to this performance.
With an extremely low beta and a history of minimum earnings variability over the last 20+ years, this 25-stock portfolio helps to significantly mitigate risk.
The Zacks Earnings Certain Dividend Portfolio (ECDP) returned +5.74% in 2025 Q1 vs. the S&P 500 index’s -2.41% pullback and the Dividend Aristocrats ETF’s (NOBL) +3.11% return.
For the full year 2024, the portfolio returned +6.95% vs. +24.89% for the S&P 500 index and +6.72% for NOBL.
The portfolio returned -0.9% in 2023 vs. +26.28% for the S&P 500 index and +8.11% for NOBL. The portfolio returned -2.3% in 2022 vs. -17.96% for the S&P 500 index and -8.34% for NOBL.
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Zacks Top 10 Stocks Credo Technology Delivers Solid Returns
Credo Technology Group Holding Ltd CRDO, from the Zacks Top 10 Stocks for 2025, has jumped 39.1% since the list was released on January 2. During this period, the S&P 500 has increased by +7.1%.
The Top 10 portfolio returned +11.8% this year (through the end of June 2025) vs. +6.2% for the S&P 500 index and +4.8% for the equal-weight version of the index.
The Top 10 portfolio returned +62.98% in 2024, vs. +25.04% for the S&P 500 index and +13% for the equal-weight version of the index. The portfolio had returned +25.15% in 2023 vs. +26.28% for the S&P 500 index.
Since 2012, the Top 10 portfolio has produced a cumulative return of +2,246.8% through the end of June 2025 vs. +502.3% for the S&P 500 index and +373.4% for the equal-weight version of the index. The portfolio has produced an average return of +26.3% in the period 2012 through June 30, 2025, vs. +14.3% for the S&P 500 index and +12.2% for the equal-weight version of the index.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Beat the Market the Zacks Way: Curtiss-Wright, Oracle, Starbucks in Focus

Teledyne Technologies Incorporated (TDY) is slated to post second-quarter 2025 results on July 23, before market open.
Teledyne Technologies delivered a four-quarter earnings surprise of 2.69%, on average. Improved sales expectations from all four of its business segments are likely to have boosted TDY’s overall second-quarter top line. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
TDY’s Digital Imaging Sales Likely to Rise
Higher sales volume from commercial infrared imaging components and surveillance systems is expected to have boosted the company’s Digital Imaging Sales unit’s revenue performance.
The Zacks Consensus Estimate for the Digital Imaging segment’s second-quarter revenues is pegged at $756.5 million. This indicates year-over-year growth of 2.3%.
Teledyne Technologies Incorporated Price and EPS Surprise
TDY’s Instrumentation Segment Sales to Increase
The Instrumentation unit’s revenue performance in the second quarter is likely to have benefited from increasing sales of marine instrumentation, primarily driven by stronger offshore energy and subsea defense markets, as well as higher sales from electronic test and measurement instrumentation.
The Zacks Consensus Estimate for the Instrumentation segment’s revenues in the second quarter is pegged at $358.5 million, implying a year-over-year rise of 7.5%.
TDY’s Aerospace & Defense Electronics Holds Growth Potential
Solid organic sales of defense electronics products, in addition to sales growth from recent acquisitions, are likely to have boosted this unit’s top-line performance.
The Zacks Consensus Estimate for Aerospace and Defense Electronics unit’s second-quarter revenues is pegged at $240.9 million, implying growth of 23.9% from the top line reported in the year-ago quarter.
TDY’s Engineered Systems Sales Likely to Remain Strong
Higher sales of engineered products, primarily driven by electronic manufacturing services products, are likely to have aided Engineered Systems’ revenues.
The Zacks Consensus Estimate for second-quarter revenues is pegged at $110.2 million, implying a rise of 3.2% from the top line reported in the year-ago quarter.
Q2 Estimates for TDY
With all of Teledyne Technologies’ segments expected to deliver a solid top-line performance, its overall revenues are projected to have been strong.
A robust top-line performance is likely to have bolstered its overall bottom-line performance. Positive synergies from the acquisition of Micropac and Qioptiq are also expected to have contributed favorably to TDY’s earnings.
The Zacks Consensus Estimate for TDY’s revenues is pegged at $1.47 billion, implying a rise of 7.1% from the figure reported in the year-ago quarter.
The consensus estimate for second-quarter earnings is pegged at $5.01 per share, indicating 9.4% growth from the prior-year figure.
What the Zacks Model Unveils for TDY
Our proven model does not conclusively predict an earnings beat for Teledyne Technologies this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
TDY’s Earnings ESP: Teledyne Technologies has an Earnings ESP of +1.22%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
TDY’s Zacks Rank: Teledyne Technologies currently carries a Zacks Rank #4 (Sell).
Stocks to Consider
Below, we have mentioned a few players from the same industry that have the right combination of elements to beat on earnings this reporting cycle.
Curtiss-Wright Corp. (CW) is set to report second-quarter 2025 earnings on Aug. 6, after market close. It has an Earnings ESP of +2.58% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for earnings is pegged at $3.09 per share, indicating year-over-year growth of 15.7%. The consensus estimate for sales is pegged at $849.8 million, indicating year-over-year growth of 8.3%.
Woodward (WWD) is slated to report its fiscal third-quarter 2025 results on July 28, after market close. It has an Earnings ESP of +4.29% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for WWD’s earnings is pegged at $1.62 per share. The consensus estimate for sales is pegged at $887.8 million, indicating year-over-year growth of 4.7%.
Transdigm Group (TDG) is expected to report fiscal third-quarter earnings soon. It has an Earnings ESP of +0.25% and carries a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for TDG’s earnings is pegged at $9.78 per share, indicating year-over-year growth of 8.7%. The consensus estimate for sales is pegged at $2.30 billion, indicating year-over-year growth of 12.2%.
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Will Segment Growth Aid Teledyne Technologies' Q2 Earnings?

Woodward, Inc. WWD stock has appreciated 52.4% year to date (“YTD”), outpacing the Aerospace -Defense Equipment industry and the S&P 500 composite’s growth of 25% and 5.7%, respectively.
Price Performance of WWD
Image Source: Zacks Investment Research
The stock is trading above its 100-day moving average, indicating robust upward momentum and price stability. Closing at $253.64 as of yesterday’s trading session, WWD stock is currently hovering near its 52-week high of $255.69, attained on July 8, 2025.
The sharp rally is bound to raise a familiar question, if the stock still has room to run? Let us deep dive into WWD’s pros and cons and ascertain the best action for your portfolio.
Several Tailwinds Favor WWD’s Prospects
Strength in Aerospace is driving top-line expansion for Woodward, along with the core industrial segment. Revenues from Woodward’s Aerospace business are expected to improve in the upcoming quarters, driven by strength in the commercial aftermarket as well as higher defense activity, despite supply-chain challenges. Geopolitical developments have been driving demand for defense products and the company expects strong growth across its defense portfolio, including a considerable increase in smart defense.
For fiscal 2025, Aerospace segment revenues are anticipated to increase in the range of 8-13% compared with 6-13% predicted earlier, whereas its earnings (as percentage of revenues) are still expected to be 20-21%. In the second quarter of fiscal 2025, net sales for the segment were up 12.9% year over year, fueled by strong defense demand and a robust commercial after-market, partially offset by softer commercial OEM and defense after-market sales. Defense OEM sales increased 52%, driven by strong demand for smart defense programs. Commercial after-market sales grew 23%, supported by both higher pricing and volume.
Woodward’s Industrial business segment has been gaining from solid demand for power generation and continued requirement for primary and backup power for data centers. Higher investment in gas-powered generation to support grid stability is another tailwind. Increasing demand for alternative fuels across the marine industry, as well as momentum in the global marine market brought on by higher utilization, bodes well. Within oil and gas, an encouraging investment outlook in China, the Middle East and India’s refining and petrochemical activities are other growth drivers.
Woodward, Inc. Price, Consensus and EPS Surprise
Woodward marked a milestone in the second quarter of fiscal 2025 with the delivery of its first MicroNet XT Advanced Gas Turbine Control System for the U.S. Navy's DDG-51 destroyers, under a contract covering 30 units through 2027 and scaling up to 135 in 10-15 years. The next upgrade phase will add redundancy for propulsion systems, with low-rate production planned from 2026 to 2029.
Owing to strong demand momentum, for fiscal 2025, the expected decline in Industrial segment’s revenues has been narrowed to a more favorable range of 7-9% compared with the earlier projection of 7-11%. The company remains confident in achieving core industrial margins between 14% and 15% of sales for the year.
Nonetheless, volatile China on-highway natural-gas truck market, global macroeconomic weakness and rising costs are concerns. In the fiscal second quarter, China’s on-highway sales totaled $21 million, down from $45 million a year ago. Transportation sales declined 18% due to the anticipated drop in China’s on-highway sales. Industrial segment’s earnings were mainly affected by the lower China on-highway volume. Management earlier announced that it expects full-year revenues from China’s on-highway natural-gas trucks to be $40 million for the year, indicating a significant decline from $175 million in fiscal 2024. There is no update for the same on the latest earnings call.
WWD’s Healthy Capital Deployment Strategy
The company’s strong capital-allocation policy bodes well as this enables it to fund strategic initiatives like innovation and acquisitions, and boost capital returns. In the last reported quarter, Woodward returned $61 million to its shareholders in the form of $17 million of dividends and $44 million worth of share repurchases. In the first half of fiscal 2025, total returns to stockholders reached $111 million, including $79 million in share repurchases.
The company remains on track to achieve its 2025 goal of returning approximately $215 million to stockholders, including $150 million in share repurchases and $65 million in dividends. Currently, $130 million remains available under its $600 million stock repurchase authorization.
WWD also hiked its quarterly dividend by 12% to 28 cents per share in February 2025.
WWD Trades at a Discount
WWD stock is trading at a discount, with forward 12-month price/earnings of 35.7X compared with the industry’s 48.83X, making it an attractive investment opportunity.
Image Source: Zacks Investment Research
How to Strategize Investment in WWD Stock?
WWD’s momentum in Aerospace and core Industrial segments, along with discounted valuation and shareholder returns, makes it an attractive investment for the long term.
It currently carries a Zacks Rank #2 (Buy).
Other Stocks to Consider
Some other top-ranked stocks worth consideration from the broader aerospace sector are HEICO Corporation HEI, Curtiss-Wright Corporation CW and AAR Corp. AIR. While HEICO sports a Zacks Rank #1 (Strong Buy), CW and AIR carry a Zacks Rank #2 each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for HEICO’s fiscal 2025 EPS is pegged at $4.57, up 3 cents in the past seven days. The long-term EPS growth rate for HEI is 17.6%. HEICO’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 11.87%. Its shares have gained 34.4% year to date.
The Zacks Consensus Estimate for CW’s 2025 earnings is pegged at $12.71 per share, improved 1 cent in the past seven days. Curtiss-Wright’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 13.34%. The stock has gained 35.8% year to date.
The Zacks Consensus Estimate for AIR’s fiscal 2025 EPS is pegged at $3.75, unchanged in the past seven days. AAR Corp’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 4.39%. The stock has appreciated 22.2% year to date.
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Woodward Jumps 52% YTD: Where Will the Stock Head From Here?

Investors interested in Aerospace stocks should always be looking to find the best-performing companies in the group. Curtiss-Wright (CW) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.
Curtiss-Wright is a member of the Aerospace sector. This group includes 54 individual stocks and currently holds a Zacks Sector Rank of #1. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.
The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Curtiss-Wright is currently sporting a Zacks Rank of #2 (Buy).
The Zacks Consensus Estimate for CW's full-year earnings has moved 3.2% higher within the past quarter. This is a sign of improving analyst sentiment and a positive earnings outlook trend.
Based on the latest available data, CW has gained about 34.1% so far this year. Meanwhile, the Aerospace sector has returned an average of 20.6% on a year-to-date basis. As we can see, Curtiss-Wright is performing better than its sector in the calendar year.
Another Aerospace stock, which has outperformed the sector so far this year, is Huntington Ingalls (HII). The stock has returned 25.5% year-to-date.
For Huntington Ingalls, the consensus EPS estimate for the current year has increased 3.2% over the past three months. The stock currently has a Zacks Rank #2 (Buy).
Breaking things down more, Curtiss-Wright is a member of the Aerospace - Defense Equipment industry, which includes 27 individual companies and currently sits at #53 in the Zacks Industry Rank. On average, this group has gained an average of 22% so far this year, meaning that CW is performing better in terms of year-to-date returns.
On the other hand, Huntington Ingalls belongs to the Aerospace - Defense industry. This 26-stock industry is currently ranked #40. The industry has moved +20.1% year to date.
Curtiss-Wright and Huntington Ingalls could continue their solid performance, so investors interested in Aerospace stocks should continue to pay close attention to these stocks.
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Are Aerospace Stocks Lagging CurtissWright (CW) This Year?

Looking at the universe of stocks we cover at Dividend Channel, on 6/16/25, Leidos Holdings Inc (Symbol: LDOS), Hillenbrand Inc (Symbol: HI), and Curtiss-Wright Corp. (Symbol: CW) will all trade ex-dividend for their respective upcoming dividends. Leidos Holdings Inc will pay its quarterly dividend of $0.40 on 6/30/25, Hillenbrand Inc will pay its quarterly dividend of $0.225 on 6/30/25, and Curtiss-Wright Corp. will pay its quarterly dividend of $0.24 on 7/7/25. As a percentage of LDOS's recent stock price of $145.92, this dividend works out to approximately 0.27%, so look for shares of Leidos Holdings Inc to trade 0.27% lower — all else being equal — when LDOS shares open for trading on 6/16/25. Similarly, investors should look for HI to open 1.03% lower in price and for CW to open 0.05% lower, all else being equal.
Below are dividend history charts for LDOS, HI, and CW, showing historical dividends prior to the most recent ones declared.
Leidos Holdings Inc (Symbol: LDOS):
Hillenbrand Inc (Symbol: HI):
Curtiss-Wright Corp. (Symbol: CW):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 1.10% for Leidos Holdings Inc, 4.13% for Hillenbrand Inc, and 0.20% for Curtiss-Wright Corp..
In Thursday trading, Leidos Holdings Inc shares are currently up about 0.2%, Hillenbrand Inc shares are off about 0.7%, and Curtiss-Wright Corp. shares are up about 3.3% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
Also see:
EUMF market cap history
Institutional Holders of CHAC
ASPU shares outstanding history
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Leidos Holdings, Hillenbrand and Curtiss-Wright

TransDigm Group, Inc. TDG revealed that it signed a definitive merger agreement with Servotronics, Inc., resulting in the latter becoming an indirect, fully-owned subsidiary of TransDigm. The transaction is worth nearly $110 million in cash, including certain tax benefits.
The cash consideration reflects a 274% premium over Servotronics' closing share price on May 16, 2025.
How Will the Merger Benefit TransDigm Stock?
Servotronics serves the global aerospace and defense industry through the supply of its servo valves, which play a key role in supporting the manufacturing of commercial airplanes and business jets. It also provides essential components for various defense applications.
With Servotronics holding long-term contracts with prime defense contractors of the U.S. Government for military programs and original equipment manufacturers (OEM) for commercial programs, its acquisition should help TDG expand its customer base, product offerings and market share in both the commercial aerospace OEM and defense industries. This, in turn, should bolster TransDigm’s revenue generation prospects, profitability and operational efficiency in the coming quarters.
Considering the fact that a significant portion of Servotronics’ sales is tied to aftermarket services within the commercial aerospace sector, this merger aligns with TransDigm's long-term strategy of acquiring highly developed components with strong aftermarket demand.
Acquisition Spree Among Aerospace Defense Players
The aerospace and defense industry has been witnessing a significant increase
in mergers and acquisitions lately due to several factors like cost-reduction goals, portfolio diversification, achieving economies of scale, and enhancing operational efficiency for long-term growth. Through these transactions, industry players aim to strengthen their position in high-margin aftermarket services, tackle increasing performance and pricing demands from OEMs, and change geopolitical dynamics and heightened industry competition.
TransDigm’s latest decision to acquire Servotronics seems to have been motivated by some or all of the aforementioned factors.
Other aerospace-defense companies that have recently indulged in acquisition deals are as follows.
In January 2025, Curtiss-Wright Corporation CW announced the acquisition of Ultra Energy for $200 million in cash. The buyout should expand Curtiss-Wright’s portfolio with highly complementary, crucial measurement and control solutions for upgrading current commercial nuclear power plants and designing new and advanced power plants, such as compact modular reactors.
CW has a long-term (three to five years) earnings growth rate of 12%. The Zacks Consensus Estimate for its 2025 sales implies an improvement of 8.3%.
In February 2025, HEICO Corporation HEI declared that its Flight Support Group acquired 90% of Millennium International, a leader in providing business and regional jet avionics repair solutions.
HEI has a long-term earnings growth rate of 17%. The Zacks Consensus Estimate for its fiscal 2025 sales implies an improvement of 11.4%.
In February 2025, Teledyne Technologies, Inc. TDY announced that it completed the acquisition of some selected aerospace and defense electronics businesses from Excelitas Technologies Corp. for nearly $710 million.
TDY has a long-term earnings growth rate of 9.9%. The Zacks Consensus Estimate for its 2025 sales implies a year-over-year improvement of 6.2%.
TDG Stock Price Movement
In the past six months, shares of TransDigm have gained 11.7% compared with the industry’s growth of 1.3%.
Image Source: Zacks Investment Research
TransDigm’s Zacks Rank
TDG currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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TransDigm Agrees to Buy Servotronics for $110M, Expands Portfolio

Shares of Curtiss-Wright Corporation CW gained 4.4% to reach $378.03 on May 8, following its first-quarter 2025 earnings release.
The company reported adjusted earnings per share (EPS) of $2.82, which beat the Zacks Consensus Estimate of $2.39 by 18%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
The company reported GAAP earnings of $2.68 per share, up 34.7% from the prior-year period’s $1.99.
The year-over-year upside in GAAP earnings can be attributed to higher sales and gross profit as well as increased operating income compared with the year-ago level.
Curtiss-Wright Corporation Price, Consensus and EPS Surprise
Curtiss-Wright Corporation price-consensus-eps-surprise-chart | Curtiss-Wright Corporation Quote
CW’s Operational Performance
The company’s net sales of $805.6 million increased 13% year over year. Also, the top line surpassed the Zacks Consensus Estimate of $767 million by 5%.
The company reported an adjusted operating income of $134 million, while its adjusted operating margin was 17.9%.
Curtiss-Wright’s total backlog at the end of the first quarter was $3.7 billion, which increased 8.8% from the 2024-end figure. This improvement can be attributed to higher demand from both the aerospace and defense markets, as well as commercial markets.
New orders of $1 billion rose 13% year over year, driven by the strong demand from naval defense, commercial aerospace and commercial nuclear end markets.
CW’s Segmental Performance
Aerospace & Industrial: Sales in this segment improved 4% year over year to $227 million. The upside was driven by higher commercial aerospace market sales, backed by strong demand as well as increased OEM sales of sensor products and surface treatment services on narrowbody and widebody platforms. Higher revenues from the aerospace defense market, driven by higher sales of CW’s actuation equipment principally on the F-35 and other fighter jet programs, also contributed favorably to this unit’s top line.
The adjusted operating income improved 15% to $50 million. Also, the unit’s adjusted operating margin expanded 140 basis points (bps) to 13.9%. The increase was due to the favorable absorption of higher revenues, favorable foreign currency translation and the benefits of the company’s restructuring initiatives.
Defense Electronics: Sales in this segment improved 16% year over year to $245 million. This was driven by higher ground defense market revenues (owing to higher sales supporting U.S. ground vehicle modernization), along with increased naval defense market revenues (driven by increased sales of CW’s embedded computing equipment supporting various domestic and international programs). Strong revenue growth from the aerospace defense market on the back of increased sales of its embedded computing equipment on various helicopter programs also boosted the segment’s top line.
The unit’s operating income improved 40% to $67 million. The operating margin expanded 480 bps to 27.5%, on account of favorable absorption on higher defense revenues, the benefits of CW’s operational excellence initiatives, and a favorable mix of products.
Naval & Power: Sales in this segment increased 18% year over year to $333 million, driven by higher demand and the timing of revenues on the Virginia-class and Columbia-class submarine programs, in addition to advanced growth on various next-generation submarine development programs and increased sales of aircraft handling systems equipment to international customers.
Favorable contributions from acquisitions to CW’s commercial nuclear and process markets, as well as higher organic sales of commercial nuclear products supporting the maintenance of existing operating reactors and the development of next-generation advanced reactors, also boosted this unit’s top-line growth.
The segment's adjusted operating income increased 28% to $45 million. The adjusted operating margin also expanded 100 bps to 12.6%, driven by favorable absorption of higher revenues.
Financial Position of CW
CW’s cash and cash equivalents as of March 31, 2025, were $226.5 million compared with $385 million as of Dec. 31, 2024.
The long-term debt was $0.96 billion, which remained flat sequentially.
The net cash outflow from operating activities amounted to $38.8 million during the first three months of 2025 compared with $45.6 million in the prior-year period.
The adjusted free cash outflow as of March 31, 2025, was $54.5 million compared with $57.7 million a year ago.
2025 Guidance of CW
Curtiss-Wright has raised its financial guidance for 2025.
CW now expects to generate adjusted earnings in the band of $12.45-$12.80 per share compared with the earlier projection of $12.10-$12.40. The Zacks Consensus Estimate for earnings is pegged at $12.16 per share, which lies below the company’s newly guided range.
Curtiss-Wright now expects to generate sales in the range of $3.37-$3.42, up from the prior range of $3.34-$3.39 billion. The Zacks Consensus Estimate for sales is pegged at $3.35 billion, which lies below the company’s revised guidance.
The company currently expects to generate free cash flow in the band of $495-$515 million, up from the earlier guidance of $485-$505 million.
CW’s Zacks Rank
Curtiss-Wright currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Q1 Defense Releases
Lockheed Martin Corporation LMT reported first-quarter 2025 earnings of $7.28 per share, which beat the Zacks Consensus Estimate of $6.34 by 14.8%. The bottom line increased 15% from the year-ago quarter's reported figure of $6.33.
Net sales were $17.96 billion, which beat the Zacks Consensus Estimate of $17.76 billion by 1.1%. The top line also increased 4.5% from $17.20 billion reported in the year-ago quarter.
Northrop Grumman Corporation NOC reported first-quarter 2025 adjusted earnings of $6.06 per share, which missed the Zacks Consensus Estimate of $6.21 by 2.4%.
NOC’s total sales of $9.47 billion missed the Zacks Consensus Estimate of $9.91 billion by 4.4%. The top line also declined 6.6% from $10.13 billion reported in the year-ago quarter.
RTX Corporation’s RTX first-quarter 2025 adjusted earnings per share of $1.47 beat the Zacks Consensus Estimate of $1.35 by 8.9%. The bottom line also improved 9.7% from the year-ago quarter’s level of $1.34.
Its first-quarter sales totaled $20.31 billion, which surpassed the Zacks Consensus Estimate of $19.71 billion by 3%. The top line also surged a solid 5.2% from $19.31 billion recorded in the first quarter of 2024.
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Indicator	TTM Median
P/E	34.44 21.57
Price/Sales	4.47 1.27
P/B	5.58 2.25
P/FCF	28.65 17.73

Indicator	TTM Median
ROE	16.53 15.62
ROA	8.40 6.45
ROI	11.87 9.56
Net Worth	13.94 1.27
Quick Ratio	1.19 1.16
Current Ratio	1.69 1.57

Indicator	TTM Median
Net Profit Margin	12.94 7.30
Operating Margin	16.95 10.18
Gross Margin	36.94 32.61
Return on tangible equity	136.95 25.97

Indicator	TTM Median
EPS	2.82 0.49
EPS Forecast	2.39 0.52
Revenue	824.00M 194.00M
Gross Profit	317.00M —
EBITDA	182.00M —

Curtiss-Wright Corporation

TTM metrics for the latest quarter under IFRS and their historical dynamics

Valuation

Debts

Efficiency

Other ratios

Revenue