What Gives Curtiss-Wright Corp. (CW) a Strategic Position in Geopolitical Tension?

2 hours ago 2

Soumya Eswaran

Mon, May 25, 2026 astatine 7:34 AM CDT 3 min read

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 capitalist missive for “Meridian Growth Fund”. A transcript of the missive tin beryllium downloaded here. The US equity marketplace started 2026 with elevated volatility amid commercialized argumentation uncertainty and geopolitical risks. Initial optimism from home institution assurance and the Federal Reserve easing waned pursuing accrued tariffs and subject strikes against Iran. The worth outperformed crossed the full market-cap spectrum. Against this backdrop, the Meridian Growth Fund (the “Fund”) returned -7.90%, trailing the Russell 2500 Growth Index benchmark, which returned -3.52%. The underperformance was driven by manufacture allocation effects, portion banal enactment was a meaningful affirmative contributor. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2026.

In its first-quarter 2026 capitalist letter, Meridian Growth Fund 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 May 22, 2026, Curtiss-Wright Corporation (NYSE:CW) closed astatine $731.24 per share. One-month instrumentality of Curtiss-Wright Corporation (NYSE:CW) was 1.96%, and its shares gained 70.67% implicit the past 52 weeks. Curtiss-Wright Corporation (NYSE:CW) has a marketplace capitalization of $27.01 billion.

Meridian Growth Fund stated the pursuing regarding Curtiss-Wright Corporation (NYSE:CW) successful its Q1 2026 capitalist letter:

"Curtiss-Wright Corporation (NYSE:CW) is simply a diversified concern institution providing highly engineered products and services to the defense, powerfulness generation, and wide concern extremity markets. The institution benefits from long-cycle defence programs, atomic propulsion content, and an expanding relation successful commercialized atomic powerfulness applications. Shares roseate importantly during the 4th arsenic elevated defence spending, atomic renaissance themes, and beardown execution crossed the portfolio drove continued net momentum. The company’s vulnerability to captious nationalist information programs and increasing vigor infrastructure request positioned it favorably successful a play of heightened geopolitical tension."

Is RBC Bearings Incorporated (RBC) the Top Stock to Buy According to Durable Capital Partners?

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, 59 hedge money portfolios held Curtiss-Wright Corporation (NYSE:CW) astatine the extremity of the 4th quarter, up from 62 successful the erstwhile quarter. In Q1 2026, Curtiss-Wright Corporation (NYSE:CW) reported income 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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