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Dec 31, 2023

Curtiss-Wright Q4 2023 Earnings Report

Curtiss-Wright reported a strong Q4 2023 with sales up 4%, operating income up 2%, and diluted EPS up 8%.

Key Takeaways

Curtiss-Wright Corporation reported a 4% increase in sales to $786 million for Q4 2023. The adjusted diluted EPS reached a record $3.16, and the company generated strong free cash flow. The company issued FY2024 guidance reflecting strong growth in sales, EPS and free cash flow.

Reported sales increased by 4% to $786 million.

Adjusted diluted EPS increased by 8% to $3.16.

Free cash flow was $270 million, with a 221% adjusted FCF conversion.

New orders reached $685 million.

Total Revenue
$786M
Previous year: $758M
+3.7%
EPS
$3.16
Previous year: $2.92
+8.2%
Operating Margin
20.4%
Previous year: 20.8%
-1.9%
Book-to-Bill
1.1
Previous year: 1.15
-4.3%
New Orders
$685M
Previous year: $714M
-4.1%
Gross Profit
$305M
Previous year: $292M
+4.2%
Cash and Equivalents
$407M
Previous year: $257M
+58.3%
Free Cash Flow
$270M
Previous year: $283M
-4.6%
Total Assets
$4.62B
Previous year: $4.45B
+3.9%

Curtiss-Wright

Curtiss-Wright

Curtiss-Wright Revenue by Segment

Forward Guidance

The company expects to deliver total organic sales growth of 4% to 6% in 2024, including growth in all of its A&D and Commercial end markets. They also anticipate continued operating margin expansion while increasing R&D investments, diluted EPS growth of 7% to 10%, and strong free cash flow generation ranging from $415 to $435 million.

Positive Outlook

  • Total Sales: $2,960 - $3,010 million, up 4% - 6%
  • Operating Income: $514 - $528 million, up 4% - 7%
  • Operating Margin: 17.4% - 17.6%, up 0 - 20 bps
  • Diluted EPS: $10.00 - $10.30, up 7% - 10%
  • Free Cash Flow: $415 - $435 million, up 0% - 5%

Revenue & Expenses

Visualization of income flow from segment revenue to net income