Here's What Lifted Curtiss-Wright Corp.'s (CW) in Q2

Brown Advisory, an investment management company, released its "Brown Advisory Small-Cap Growth Strategy" second-quarter 2025 investor letter. During the first half of the year, the Brown Advisory Small-Cap Growth Strategy delivered results consistent with its historical performance. A copy of the letter can be downloaded here. In the first quarter of 2025, the portfolio remained robust, outperforming the declines of -9.5% for the Russell 2000 Index and -11.1% for the Russell 2000 Growth Index. However, in the second quarter, unprofitable companies within the Russell 2000 Index outperformed profitable ones, reversing a previous quarter. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Brown Advisory Small-Cap Growth Strategy highlighted stocks such as Curtiss-Wright Corporation (NYSE:CW). Curtiss-Wright Corporation (NYSE:CW) is an industrial company that provides engineered products, solutions, and services mainly to aerospace and defense, commercial power, process, and industrial markets worldwide. The one-month return of Curtiss-Wright Corporation (NYSE:CW) was -6.16%, and its shares gained 57.83% of their value over the last 52 weeks. On September 03, 2025, Curtiss-Wright Corporation (NYSE:CW) stock closed at $477.94 per share, with a market capitalization of $18.008 billion.

Brown Advisory Small-Cap Growth Strategy stated the following regarding Curtiss-Wright Corporation (NYSE:CW) in its second quarter 2025 investor letter:

"Curtiss-Wright Corporation (NYSE:CW): Provides high tech, critical function products, systems and services to the commercial, industrial, defense and power markets. Curtiss-Wright Corp. (CW) posted first quarter results ahead of consensus and raised its guidance for the full year. Double digit organic revenue growth is being driven by both its aerospace & defense and commercial nuclear services businesses and led to record new orders of roughly $1.0B. Visibility remains high due to the “long cycle” nature of CW’s end markets."

Curtiss-Wright Corporation (NYSE:CW) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 60 hedge fund portfolios held Curtiss-Wright Corporation (NYSE:CW) at the end of the second quarter, which was 46 in the previous quarter. Curtiss-Wright Corporation (NYSE:CW) reported sales of $877 million in the second quarter of 2025, representing an increase of 12% year- over-year and with 9% organic growth. While we acknowledge the potential of Curtiss-Wright Corporation (NYSE:CW) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Curtiss-Wright Corporation (NYSE:CW) and shared Meridian Growth Fund's views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.