Curtiss-Wright Corporation (CW) Rose on Better Results and Boosted Guidance

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 13.13% (gross) and 12.91% (net), compared to the Russell Midcap® Growth Index’s 18.20% return. Equities recorded double-digit returns in the second quarter as global economic activity measures lifted. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted stocks such as Curtiss-Wright Corporation (NYSE:CW). Curtiss-Wright Corporation (NYSE:CW) is an industrial company that provides engineered products, solutions, and services mainly to aerospace and defense, commercial power, process, and industrial markets worldwide. The one-month return of Curtiss-Wright Corporation (NYSE:CW) was 10.02%, and its shares gained 57.51% of their value over the last 52 weeks. On September 29, 2025, Curtiss-Wright Corporation (NYSE:CW) stock closed at $530.68 per share, with a market capitalization of $19.995 billion.

TimesSquare Capital U.S. Mid Cap Growth Strategy stated the following regarding Curtiss-Wright Corporation (NYSE:CW) in its second quarter 2025 investor letter:

“Another boost came from Curtiss-Wright Corporation (NYSE:CW), which designs and manufactures mission-critical pumps, valves, actuators, controls and embedded computing for aerospace, defense, industrial and power companies. It reported results higher than anticipated across all major metrics, and management boosted its recent guidance for 2025. Sales were especially strong with Defense Electronic (primarily specialized computing boards in helicopters) and Nuclear (civilian reactor maintenance and next generation development). Curtiss-Wright has mitigation plans in place for potential tariffs and continues to improve its margins with operational enhancements. As its shares gained 54%, we trimmed our holdings.”

Curtiss-Wright Corporation (CW): Among the Top Dividend Challengers in 2025

Curtiss-Wright Corporation (NYSE:CW) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 60 hedge fund portfolios held Curtiss-Wright Corporation (NYSE:CW) at the end of the second quarter, which was 46 in the previous quarter. Curtiss-Wright Corporation (NYSE:CW) reported sales of $877 million in the second quarter of 2025, representing an increase of 12% year- over-year and with 9% organic growth. While we acknowledge the risk and potential of Curtiss-Wright Corporation (NYSE:CW) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Curtiss-Wright Corporation (NYSE:CW) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Curtiss-Wright Corporation (NYSE:CW) and shared the list of best defense contractor stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.