Curtiss-Wright Receives $18 Million Follow-On Order from U.S. Marine Corps to Support Combat Data Network Program with Tactical Communications

Rhea-AI Summary

Curtiss-Wright has secured an $18 million follow-on order from the U.S. Marine Corps' PEO Land Systems for tactical communications technology supporting the Combat Data Network (CDN) program. The contract involves supplying PacStar 400-Series technology, including PacStar 451 Server, PacStar 453 GPU Enhanced Server, and PacStar 448 10-port 10 GbE Switch modules.

This order follows a previous $15 million contract in 2023 for the same CDN/ASM program. The technology provides small form factor ruggedized compute and switching capability at the tactical edge, improving mobility and deployment speed while enhancing transmission rates and data access.

This contract reinforces Curtiss-Wright's position as a trusted supplier for the U.S. Marine Corps, building upon previous selections for the CDN program components including WAN Services Module – Light (2020), User Access Case (2021), and WAN Services Module – Expeditionary (2022).

Positive

• Secured new $18M contract from U.S. Marine Corps
• Second major contract in 2023 following $15M earlier order
• Continued expansion of long-term military partnership since 2020
• Growing product portfolio in tactical communications sector

Negative

• None.

Insights

Defense Industry Analyst

This $18 million follow-on order represents strategic continuity for Curtiss-Wright in the tactical edge computing domain. The pattern of sustained business with the U.S. Marine Corps' Combat Data Network program is particularly valuable, with orders dating back to 2020 for different system components. This demonstrates both technological capability and program execution reliability that typically leads to long-term revenue opportunities.

The PacStar product line addresses critical military requirements for SWaP-optimized (Size, Weight and Power) communications hardware that can function reliably in austere environments. By providing ruggedized computing capabilities that enhance mobility while improving data transmission rates, Curtiss-Wright is solving fundamental challenges in battlefield communications.

The contract's significance extends beyond its monetary value - it reinforces Curtiss-Wright's position within the military's broader Modular Open Systems Approach (MOSA) initiative. This architectural strategy is increasingly prioritized in defense procurement as it enables interoperability and technology insertion over program lifecycles.

The consistent selection of Curtiss-Wright across multiple CDN components (WSM-L in 2020, UAC in 2021, WSM-X in 2022, and now ASM) suggests they've established a technical advantage in meeting the Marine Corps' specific tactical communications requirements, creating potential barriers for competitors in this program area.

Financial Analyst

This $18 million follow-on contract builds meaningful momentum in Curtiss-Wright's defense communications business, representing a 20% increase over the previous $15 million order for the same program in 2023. While modest relative to Curtiss-Wright's $11.9 billion market capitalization, these contracts deliver value beyond immediate revenue impact.

The defense segment provides stability and visibility to Curtiss-Wright's overall financial performance. Multi-year defense programs create predictable cash flow patterns that investors typically value at premium multiples compared to more cyclical revenue sources.

Program continuity demonstrates Curtiss-Wright's execution capabilities in a highly regulated sector with demanding technical requirements. The pattern of secured positions across multiple CDN components since 2020 indicates the company has established itself as a trusted supplier, potentially creating competitive advantages for future related opportunities.

For investors, this contract reinforces Curtiss-Wright's ability to maintain long-term defense relationships that generate recurring revenue streams. With the defense sector increasingly focused on advanced tactical communications systems to support network-centric warfare concepts, Curtiss-Wright's demonstrated capabilities in this area position them for continued participation in military modernization initiatives.

Curtiss-Wright to supply its PacStar 451 Server, PacStar 453 GPU Enhanced Server, and PacStar 448 10-port 10 GbE Switch modules

ASHBURN, Va.--(BUSINESS WIRE)-- Curtiss-Wright’s Defense Solutions Division today announced it has received a follow-on order from the U.S. Marine Corps, PEO Land Systems, via Defense Logistics Agency - Tailored Logistic Support (DLA-TLS) contract, to provide its Modular Open Systems Approach (MOSA) based tactical communications technology for use in the Application Server Module (ASM), part of the Combat Data Network (CDN) program.

Under the contract, Curtiss-Wright will supply PEO Land Systems with its size, weight and power (SWaP) optimized PacStar^® 400-Series technology, including the PacStar 451 Server, PacStar 453 GPU Enhanced Server, and PacStar 448 10-port 10 GbE Switch modules. These products provide small form factor (SFF) ruggedized compute and switching capability at the tactical edge, significantly improving mobility and enhancing speed of deployment while improving transmission rates and data access. The contract is valued at approximately $18 million and follows an earlier order in 2023 in support of the CDN/ASM program valued at more than $15 million.

"Curtiss-Wright is proud to have received this follow-on contract from the U.S. Marine Corps to provide our industry-leading, cost-effective tactical edge communications hardware in support of the Combat Data Network,” said Brian Perry, Senior Vice President and General Manager, Curtiss-Wright Defense Solutions Division. “This win reflects the U.S. Marine Corps’ continued confidence in Curtiss-Wright as a trusted supplier of rugged, deployable communications, processing and network solutions. It builds upon our earlier selection as a critical supplier for the CDN program, including WAN Services Module – Light (WSM-L) in 2020, User Access Case (UAC) in 2021, and WAN Services Module – Expeditionary (WSM-X) in 2022”

To find out more about Curtiss-Wright’s tactical communications solutions, please click here.

For additional information, please visit www.curtisswrightds.com and LinkedIn.

About Curtiss-Wright Corporation

Curtiss-Wright Corporation (NYSE: CW) is a global integrated business that provides highly engineered products, solutions and services mainly to Aerospace & Defense markets, as well as critical technologies in demanding Commercial Power, Process and Industrial markets. We leverage a workforce of approximately 8,800 highly skilled employees who develop, design and build what we believe are the best engineered solutions to the markets we serve. Building on the heritage of Glenn Curtiss and the Wright brothers, Curtiss-Wright, headquartered in Davidson, North Carolina, has a long tradition of providing innovative solutions through trusted customer relationships. For more information, visit www.curtisswright.com.

Note: Trademarks are property of their respective owners.

This press release contains forward-looking statements made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995 that are based on management's beliefs and assumptions. Such statements, including statements relating to Curtiss-Wright Corporation's expectations of future performance of our tactical networking products, the performance of its products on these communications platforms, the long term value of this contract, and future opportunities associated with this program, are not considered historical facts and are considered forward-looking statements under the federal securities laws. Such forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. Such risks and uncertainties include, but are not limited to: a reduction in anticipated orders; an economic downturn; changes in competitive marketplace and/or customer requirements; a change in US government spending; an inability to perform customer contracts at anticipated cost levels; and other factors that generally affect the business of aerospace, defense contracting, marine, electronics and industrial companies. Please refer to the Company's current SEC filings under the Securities Exchange Act of 1934, as amended, for further information.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250306267630/en/

Robert F Coveny

VP of Business Development

rcoveny@curtisswright.com



John Wranovics

Director of Communications

M: 925.640.6402

jwranovics@curtisswright.com

Source: Curtiss-Wright Corporation

FAQ

What is the value of Curtiss-Wright's (CW) latest U.S. Marine Corps contract?

Curtiss-Wright received an $18 million follow-on order for the Combat Data Network program.

What products will Curtiss-Wright (CW) supply for the Combat Data Network program?

CW will supply PacStar 451 Server, PacStar 453 GPU Enhanced Server, and PacStar 448 10-port 10 GbE Switch modules.

How much has the U.S. Marine Corps spent on Curtiss-Wright (CW) CDN contracts in 2023?

The Marine Corps has spent $33 million on CW CDN contracts in 2023, including an earlier $15 million order and the latest $18 million contract.

What is Curtiss-Wright's (CW) history with the U.S. Marine Corps CDN program?

CW has been a supplier since 2020, providing WSM-L (2020), User Access Case (2021), WSM-X (2022), and the recent CDN/ASM contracts in 2023.