Curtiss-Wright Corporation (CW) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

SA Transcripts 162.21K Followers Follow Curtiss-Wright Corporation ( CW ) Morgan Stanley's 14th Annual Laguna Conference September 15, 2026 5:35 PM EDT Company Participants Lynn Bamford - CEO & Chairman K. Farkas - Executive VP & CFO Conference Call Participants Kristine Liwag - Morgan Stanley, Research Division Justin Lang - Morgan Stanley, Research Division Presentation Kristine Liwag Morgan Stanley, Research Division Hi. Good afternoon, everyone. I'm Kristine Liwag, Morgan Stanley's aerospace and defense analyst. Super excited to have you join us for our next session. We have Curtiss-Wright with Lynn Bamford, CEO and Chairman of Curtiss-Wright; and Chris Farkas, CFO. So what an exciting time. Before we get started, I'm going to read our standard disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley representative. I really don't know who goes to that website. But it keeps the lawyers employed. When we support the lawyer industry. Question-and-Answer Session Kristine Liwag Morgan Stanley, Research Division So with that, Lynn, Chris, maybe starting out capital allocation. Curtiss-Wright, you guys have been a historically acquisitive company, and you've gone through the ebbs and flows of deals that you did before, a pause and you're back to the pivot to growth where you've been more active in the acquisition front. More recently, you've done smaller deals in the commercial nuclear realm. Can you talk about what that M&A pipeline is currently? I think in the last earnings call, you've suggested you were in due diligence. So can you talk about what's happening in the M&A space? Lynn Bamford CEO & Chairman Absolutely. And I first want to say thank you for inviting us to you, Justin and to Morgan Stanley. I also have a disclaimer statement that today's remarks may contain forward-looking statements that come with risks and