Curtiss-Wright Corp

Curtiss-Wright operates in the nuclear sector through its Nuclear Division, supplying critical components like reactor vessel heads, coolant pumps, valves, and control rod drive mechanisms, alongside inspection, repair, and refurbishment services for operating plants. The company plays a pivotal role in the nuclear renaissance by supporting life extensions for aging U.S. reactors—over 90% of the fleet—and enabling small modular reactors (SMRs) with specialized, high-reliability parts essential for new deployments amid rising demand for baseload clean energy.

In the past 12 months, Curtiss-Wright secured a U.S. Department of Defense contract in April 2024 for control rod mechanisms on the Project Pele mobile microreactor, reported 17% nuclear sales growth in Q1 2024 with a $700 million backlog, and completed the WSC acquisition to bolster nuclear controls. Key risks include regulatory delays stalling SMR commercialization, supply chain bottlenecks for specialized forgings, and exposure to federal budget cuts, which comprise over half of nuclear revenue.

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