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Curtiss-Wright Corporation (CW) Morgan Stanley's 13th Annual Laguna Conference Transcript
Seeking Alpha· 2025-09-12 09:53
Question-and-Answer SessionWell, great. So maybe kicking off on the historical DoD budget. We're seeing the fiscal year '26 budget for the modernization accounts maybe up a little more than 20%. So a pretty robust number. Historically, your defense business has outgrown the overall DoD top line and the overall DoD modernization accounts. Can you give us an idea in terms of like how these higher funding flows will affect your business and what kind of growth rate you're looking at with your portfolio?Lynn Ba ...