Curtiss-Wright Corp. (CW) Rose 24% in Q1

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Soumya Eswaran

Wed, July 1, 2026 astatine 8:45 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its "U.S. Mid Cap Growth Strategy" first-quarter 2026 capitalist letter. A transcript of the missive tin be downloaded here. The Strategy fell 7.72% (net) successful the 4th compared to -6.35% for the Russell Midcap Growth Index. In the archetypal quarter, markets navigated geopolitical tensions and economical resilience alongside impermanent planetary tariffs. High lipid prices and proviso concatenation disruptions followed U.S. and Israeli engagement successful Iran, prompting a displacement to safer assets and a reevaluation of proviso chains and vigor dependencies. Central banks maintained dependable policies contempt energy-driven inflation. In this environment, the Strategy remains focused connected disciplined absorption teams with durable competitory advantages. Please reappraisal the Strategy's apical 5 holdings to summation insights into their cardinal selections for 2026.

In its first-quarter 2026 capitalist letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted stocks similar Curtiss-Wright Corporation (NYSE:CW). Curtiss-Wright Corporation (NYSE:CW) is simply a starring engineering and manufacturing institution serving aerospace and defense, commercialized atomic power, process, and concern markets. On June 30, 2026, Curtiss-Wright Corporation (NYSE:CW) closed astatine $757.83 per share. One-month instrumentality of Curtiss-Wright Corporation (NYSE:CW) was 3.25%, and its shares gained 57.98% implicit the past 52 weeks. Curtiss-Wright Corporation (NYSE:CW) has a marketplace capitalization of $28 billion.

TimesSquare Capital U.S. Mid Cap Growth Strategy stated the pursuing regarding Curtiss-Wright Corporation (NYSE:CW) successful its Q1 2026 capitalist letter:

"Many of our Industrial positions supply indispensable business-to-business operational services, highly method components, instrumentality enabling automation & ratio improvements, oregon indispensable infrastructure services. Rising 24% was Curtiss-Wright Corporation (NYSE:CW), a supplier of engineered products, solutions, and services to aerospace, defense, commercialized atomic power, and concern markets. Fourth 4th revenues bushed sell-side expectations and that led to higher earnings. Their aerospace and defence concern was a highlight, led by crushed defence and naval defense."

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Curtiss-Wright Corporation (NYSE:CW) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 52 hedge money portfolios held Curtiss-Wright Corporation (NYSE:CW) astatine the extremity of the archetypal quarter, compared to 59 successful the erstwhile quarter. In Q1 2026, Curtiss-Wright Corporation (NYSE:CW) reported sales of $914 cardinal grew 13% year-over-year. While we admit the imaginable of Curtiss-Wright Corporation (NYSE:CW) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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