Dear Shareholders:
2010 served as a year of transition for Curtiss-Wright. As a company that was founded on innovation, advanced technologies and high-performance engineering, we were faced with the daunting task of overcoming one of the most challenging economic periods in history.
With a management team intensely focused on driving execution and controlling costs, we ended 2010 with strong profitability and a solid base upon which we can continue to grow our business. We also continued to build our company through acquisitions, strategic investments, facility expansions and consolidations, all of which, we believe, strengthened our overall competitiveness. It is our continued drive that enabled us to weather the downturn, and we have emerged a stronger company.
We are truly a global company, with international sales now representing 30% of our total business, and our diversification remains a key component of our long-term success. When combined with our focus on innovation and advanced technologies, the expansion of our global footprint and our continuous leadership and management development initiatives, it is clear why we believe we are uniquely positioned for growth.
2010 Performance
We concluded 2010 with strong profitability across our segments, as our profit once again grew faster than sales.
Net sales of $1.89 billion represented a 5% increase from the prior year, primarily driven by a solid rebound in our commercial markets, which are more sensitive to economic conditions. Our sales were led by strong gains in our general industrial, naval and aerospace defense and commercial aerospace markets, all of which produced double-digit increases over the prior year. Despite the increased demand, we did encounter a few challenges, including large defense program cancellations that negatively impacted our defense businesses and the continued slowness in the oil and gas market.
Improving operating efficiency is a continual priority at Curtiss-Wright. We succeeded in growing our operating margin slightly to 9.5% with strong contributions from each of our three segments, despite the significant impact that foreign exchange had on our operating results. Although our margins are not yet back to our peak levels from a few years ago, our ongoing cost reduction and restructuring initiatives, many of which began in 2009, have led to a leaner, more efficient company, and we intend to continue to take strides to improve our profitability going forward.
Net earnings of $107 million, or $2.30 per fully diluted share, reflect a 12% increase from the prior year. We also generated significant free cash flow of $119 million.
We finished the year with a solid backlog of nearly $1.7 billion, driven by an 11% increase in new orders, setting the stage for future sales and allowing us to stay on the path towards continuous, long-term growth.
Focus on our Technology, Facilities and Talent Development
There is always the temptation in difficult economic times to reduce spending on innovation, capacity and people, a course of action that all too frequently can leave a company unprepared to participate effectively when conditions improve. Our strong financial position and the efficiency of our product-development programs enabled us to preserve our tradition of innovation despite the tough economy.
The heart of our technological innovation is knowing what our customers want today and will require tomorrow, an understanding grounded in our history of long-standing relationships with our global customers. We have a long and successful history of putting together in timely fashion the right components for future success through new development, acquisition or partnership.
For example, we are building a $36 million, state-of-the-art manufacturing facility to produce large, thick-walled vessels, such as coke drums, fractionators, fluid catalytic cracking units and hydrotreaters, to serve our future growth in the refining, chemical and nuclear power industries. We also made a pair of small but important acquisitions within our Motion Control business that significantly enhance our capabilities in advanced defense electronics and improve the company's portfolio of products serving Intelligence, Surveillance and Reconnaissance (ISR) applications.
We accelerated our talent-development initiatives last year through leadership-development programs aimed at promoting a common culture and providing the necessary tools and skills to align with and execute the company's vision and strategies. Our programs recognize that talent and imagination are crucial to success.
Focus on our Strategic Markets
In defense, we experienced 3% growth, led by sales to the U.S. Navy as it began expansion of its submarine fleet and production on a new aircraft carrier. We also benefited from higher demand in aerospace defense for our embedded computing and sensors and controls products, principally for ISR applications on the Global Hawk and other unmanned aerial vehicles as well as various helicopter programs. Our strategic diversification and strong positions on key defense programs enabled us to offset some of the expected weakness related to the termination of the Future Combat Systems and F-22 programs, significantly lower Bradley sales due to reduced modernization efforts and the completion of the DDG1000 program. Overall, we were relatively pleased with our performance in 2010, as we overcame numerous headwinds facing the defense industry.
In our commercial markets, our 6% growth stemmed from an economy that continued to show signs of improvement. The largest beneficiary of this turnaround was our general industrial market, which generated a solid increase of 18%, aided by strong sales to the automotive industry.
Commercial aerospace was another bright spot in 2010, as we benefitted from increased orders from Boeing and Airbus. Our energy markets remained mixed, as strong sales related to maintenance and upgrades on various projects throughout our power generation and oil and gas markets were mainly offset by lower capital spending worldwide on larger projects.
Diversification is paramount to our overall success and to our ability to overcome several end-market pressures. We remain well positioned within our core markets and well capitalized to capture future opportunities. We continue to strategically invest in both our technologies and select acquisitions in order to fortify our business portfolio.
We also maintained our annual dividend, reflecting the Board's confidence in our ability to continue to generate earnings growth and provide a consistent distribution of value to our shareholders.
In Recognition
It is with sincere best wishes that we announce the retirement of our colleague and close friend William B. Mitchell from our Board of Directors. Bill has been an integral member of our Board for 15 years, providing a wealth of insight and vital counsel, as we guided the company through diversification and growth. For the past 11 years, he served as Chair of the Finance Committee and a member of the Executive Compensation Committee. We also say farewell to Carl G. Miller, who departs from our Board of Directors after seven years of valuable counsel. During his tenure, Carl served as a dedicated member of our Audit and Finance Committees. I personally would like to thank Bill and Carl for their dedication and service to Curtiss-Wright and wish them well in their future endeavors.
As we look to 2011, I remain confident that Curtiss-Wright is uniquely positioned for growth in all of our end markets and committed to enhancing shareholder value.
Martin R. Benante
Chairman and Chief Executive Officer