Curtiss-Wright第三季度销售额增10%至9.53亿美元：上调全年指引，在手订单46亿美元
总部位于北卡罗来纳州梅克伦堡县 Davidson 的航空防务与工业集团 Curtiss-Wright Corporation（纽约证券交易所：CW）11月4日公布截至9月30日的2026年第三季度业绩，并上调全年各项主要财务指引。
当季销售额为9.53亿美元，同比增长10%；营业利润1.88亿美元，营业利润率19.7%；摊薄每股收益3.77美元，调整后摊薄每股收益3.94美元，同比增长16%。当季自由现金流为1.57亿美元，转换率达108%。
订单方面，当季新订单达11亿美元，同比增长15%，订单出货比为1.1倍；在手订单达46亿美元，较年初增长12%。公司当季回购股票共计3.52亿美元，并表示有望在2026年完成接近纪录的回购规模；董事会9月另行批准了5.10亿美元的新增回购授权。
分部看，海军与电力分部销售额4.12亿美元、增长12%，主要由哥伦比亚级与弗吉尼亚级潜艇项目的生产节奏以及商用核能解决方案销售增长带动；航空与工业分部销售额2.82亿美元、增长14%；防务电子分部销售额2.59亿美元、增长2%。
全年指引方面，公司预计2026年销售额增长8%至10%，调整后摊薄每股收益上调至15.40至15.60美元，同比增长16%至18%，自由现金流上调至5.95亿至6.15亿美元。董事长兼首席执行官 Lynn M. Bamford 表示：「Curtiss-Wright 取得了强劲的第三季度业绩，营收与营业利润均实现两位数增长，调整后摊薄每股收益实现两位数中段增长。订单同比增长15%，主要由防务电子的持续强劲需求和航空防务各市场的增长推动。」（来源：Curtiss-Wright）
Curtiss-Wright Q3 Sales Rise 10% to $953 Million: Raises Full-Year Guidance as Backlog Hits $4.6 Billion
Curtiss-Wright Corporation (NYSE: CW), the aerospace, defense and industrial group headquartered in Davidson, Mecklenburg County, North Carolina, on November 4 reported results for the third quarter ended September 30, 2026, and raised its full-year guidance for all major financial metrics.
Reported sales were $953 million, up 10% year over year, with operating income of $188 million, an operating margin of 19.7%, and diluted earnings per share of $3.77. Adjusted diluted EPS was $3.94, up 16%. Free cash flow was $157 million, generating 108% conversion.
New orders reached $1.1 billion, up 15%, for a book-to-bill of 1.1x, and backlog stood at $4.6 billion, up 12% year to date. The company repurchased $352 million of shares in the quarter and said it remains on track for near-record repurchases in 2026; in September its board authorized an additional $510 million for future repurchases.
By segment, Naval & Power sales rose 12% to $412 million, driven by production timing on the Columbia-class and Virginia-class submarine programs and higher sales of commercial nuclear solutions; Aerospace & Industrial sales rose 14% to $282 million; and Defense Electronics sales rose 2% to $259 million.
For the full year, the company now expects sales growth of 8% to 10%, adjusted diluted EPS of $15.40 to $15.60, up 16% to 18%, and free cash flow of $595 million to $615 million. "Curtiss-Wright delivered a strong third quarter, highlighted by double-digit growth in both revenue and operating income, and mid-teens growth in adjusted diluted EPS," said Lynn M. Bamford, Chair and CEO. "Orders increased 15% year-over-year, primarily driven by continued strong demand in defense electronics and growth across all of our A&D markets." (Source: Curtiss-Wright)
来源：Curtiss-Wright
发布：GSM·美国（发布链接）
图片来源：图：弗吉尼亚级攻击潜艇 California 号（SSN 781）从 Norfolk 海军站出航；Curtiss-Wright 第三季度海军防务收入增长正由哥伦比亚级与弗吉尼亚级潜艇项目带动。美国海军图，Mass Communication Specialist 2nd Class William Jamieson 摄，公共领域，经 Wikimedia Commons。 / Photo: The Virginia-class attack submarine California (SSN 781) getting underway from Naval Station Norfolk; Curtiss-Wright's third-quarter naval defense growth was driven by the Columbia-class and Virginia-class submarine programs. U.S. Navy photo by Mass Communication Specialist 2nd Class William Jamieson, public domain, via Wikimedia Commons.
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