10-KPeriod: FY2012

CURTISS WRIGHT CORP Annual Report, Year Ended Dec 31, 2012

Filed February 21, 2013For Securities:CW

Summary

Curtiss-Wright Corporation's 2012 Form 10-K report details a robust year of strategic growth driven by a strong acquisition strategy. The company successfully integrated eight new businesses, expanding its reach in key markets like defense, aerospace, oil & gas, and power generation. Despite a slight decline in defense revenue due to program wind-downs and budget uncertainties, the company saw significant growth in its commercial aerospace and power generation segments, bolstered by these acquisitions. The company's diversification across its three segments—Flow Control, Controls, and Surface Technologies—provides a resilient business model. Management remains focused on operational efficiency, cost management, and innovation to navigate economic fluctuations and competitive pressures. The report highlights continued investment in research and development and a commitment to returning capital to shareholders through dividends and share repurchases, underscoring a positive outlook for continued financial strength and market leadership.

Financial Statements
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Key Highlights

  • 1Curtiss-Wright reported a 4% increase in total sales to $2.1 billion in 2012, driven by acquisitions and growth in commercial markets, particularly aerospace and power generation.
  • 2The company completed eight acquisitions in 2012, enhancing its product portfolio and market presence, with continued strategic focus on acquiring businesses that align with long-term growth.
  • 3Defense sector sales saw a 6% decrease, primarily due to winding down of naval and ground defense programs and U.S. defense budget uncertainties, though the company maintains significant content on key platforms.
  • 4Operating income decreased by 14% to $161 million, impacted by strike-related costs, restructuring charges, and additional investments in the AP1000 program within the Flow Control segment.
  • 5The company’s backlog stood at $1.65 billion at year-end 2012, reflecting continued demand across its diverse end markets.
  • 6Curtiss-Wright's proactive management of its capital structure is evident with $880 million in debt outstanding and a $500 million revolving credit facility, demonstrating a solid liquidity position.
  • 7The company increased its quarterly dividend by 12.5% in 2012, signaling confidence in its financial performance and commitment to shareholder returns.

Frequently Asked Questions

Curtiss-Wright's primary growth drivers in 2012 were its strategic acquisitions and the expansion of its commercial markets, particularly in commercial aerospace and power generation. The integration of eight new businesses strengthened its market position and product offerings.

The defense sector experienced a 6% decrease in sales due to program wind-downs and U.S. defense budget uncertainties. In contrast, the company's commercial segments, especially commercial aerospace and power generation, showed significant growth, contributing positively to overall sales.

Operating income was impacted by several factors, including costs related to a strike at its Electro-Mechanical Division, restructuring charges in the Surface Technologies segment, additional investments in the AP1000 program, higher interest expenses, and increased effective tax rates.

Curtiss-Wright acknowledges the uncertainty surrounding U.S. defense spending, particularly with the ongoing discussions around sequestration. Any significant reductions or changes in spending allocation could materially impact the company's revenues and results of operations. However, the company remains a key supplier on various high-performance defense programs.