Accelerated Adoption of New Technologies in Public Safety
Customers are adopting new solutions such as Draft One, TASER 10, Axon Body 4, Dedrone, Fusus, and AI Era Plan faster than historical norms.
First-year adoption times have shortened significantly, with products now being integrated in real time, indicating a shift in customer trust and technological readiness.
Curtiss-Wright has a long history in unmanned systems, supporting platforms like Global Hawk and EuroHawk, with ongoing opportunities in smaller UAVs.
The company is developing counter-UAS technologies to address threats from small, inexpensive drones, leveraging its embedded computing and sensor processing solutions.
Growth in both unmanned systems and counter-UAS applications is expected to be a significant driver in defense electronics and tactical edge markets.
Data Center Revenue Growth Driven by AI and Hyperscale Demand
Second quarter data center revenue increased nearly 50% sequentially and almost doubled year-over-year, driven by hyperscale design wins and increased demand.
Management expects demand to remain at or above Q2 levels for the rest of 2025, supporting over 80% revenue growth in data center segment.
New designs for next-generation AI applications are scheduled to ramp in 2026, with strong customer investment in capacity expansion.
The high power density and efficiency of products are ideal for AI applications, with multiple next-generation programs won for 2026.
The company is actively expanding manufacturing capacity in the Philippines and Mexico to support these opportunities.
Customer forecasts and design win momentum underpin the confidence in sustained growth in this market.
Dafinchi
