
For a broader view of opportunities across the same theme, explore other companies positioned in advanced nuclear and grid-scale power at 16 nuclear energy infrastructure stocks.
Curtiss-Wright, a US aerospace and defense group with a US$18.4b market cap, also supplies engineered systems to commercial nuclear operators. This gives it an existing foothold as advanced reactor developers like TerraPower look for specialized training, control, and safety solutions.
The Natrium simulator shows Curtiss-Wright supplying not just hardware but also the digital tools operators use to train and license a first-of-its-kind advanced reactor. It reinforces the group’s position in safety, controls and training, alongside its planned work on the Natrium Distributed Control Systems and Reactor Protection System.
This update lines up with the Narrative’s commercial nuclear catalyst, which highlights potential AP1000 and SMR content as a long cycle earnings driver. A live Natrium project that uses Curtiss-Wright simulation, DCS and RPS ties that thesis to a concrete advanced reactor program rather than just pipeline commentary.
See how these catalysts shape Curtiss-Wright's path to a $743 fair value.
The clearest test will be how Natrium related orders and milestones show up in Curtiss-Wright’s backlog and segment disclosures through 2027, especially within commercial nuclear. Progress from Stage 1 training to further simulator phases, plus updates on DCS and RPS delivery timing, will show whether this stays a one off or turns into a reusable platform.
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