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WWWWD

Woodward, Inc.

$WWD·$20B·Aerospace & Defense·Industrials
$327.16-1.8%YTD+7.4%1Y+32.5%
Price updated 8m ago·X counts updated 5d ago
WWWWD
$WWDWoodward, Inc.
$327.16-1.83%23 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $WWD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

23X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WWD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Aerospace and industrial controls maker with Q2 revenue +23% YoY, 15% operating margin and the Santa Clarita-to-Spartanburg military-aerospace restructuring.

Woodward engineers energy-control solutions for aerospace (fuel-metering, electromechanical actuation) and industrial (combustion controls, large reciprocating engines), so revenue scales with aerospace OEM production and industrial gas-turbine demand.

  • Q2 FY26 revenue $1.09B, +23.4% YoY with 15.4% operating margin; four consecutive quarters of 8-29% revenue growth, operating margin 13-16%
  • TTM: 42x earnings, 5.3x sales, 20% ROE, 28% gross margin, 15% operating margin, FCF yield 1.8%, debt-to-equity 0.45
  • FY26 (ending Sep) estimate: $4.33B revenue, $9.47 EPS; FY27 $4.72B, $10.75 EPS — modeling continued HSD revenue growth
  • YTD +7.4%, trailing-12m +32% at $336.19 against a $19.7B market cap
  • Sep 15: approved restructuring plan to close Santa Clarita, CA facility, transferring military-aerospace flight-control actuation to Spartanburg, SC
  • Aug 19: $450M private placement of senior unsecured notes in three tranches (2029, 2033, 2036)

The operating line is accelerating as aerospace production catches up (narrowbody and widebody both ramping) and industrial gas-turbine demand holds up. The multiple is extended at 42x TTM, with the FY27 EPS implying modest further growth versus the Q2 run-rate.

What to watch: Nov 23 Q4 FY26 earnings and FY27 guidance — whether revenue growth sustains above 20% or decelerates as the aerospace OEM comp lap tightens.

On the calendar: 2026-11-23 Q4 FY26 earnings

Read the AI verdict on $WWD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs fuel metering, actuation, and control systems for commercial and military aircraft turbine engines and industrial gas turbines.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $WWD.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $WWD

Direct beneficiary — Designs fuel metering, actuation, and control systems for commercial and military aircraft turbine engines and industrial gas turbines.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
41.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
15.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
20.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
28.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$2.52$2.44+3.3%
Q1 2026Apr 29, 2026$2.27$2.10+8.1%
Q4 2025Feb 2, 2026$2.17$1.65+31.5%
Q3 2025Nov 24, 2025$2.09$1.88+11.2%
Next earningsMon, Nov 23·consensus EPS $2.53

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.1B+23.4%29.0%15.4%$2.25$38.2M
Q1 FY26$996.5M+29.0%29.3%16.0%$2.23$70.3M
Q4 FY25$995.3M+16.5%27.9%15.1%$2.30$180.9M
Q3 FY25$915.4M+8.0%27.2%13.1%$1.82$99.1M

Forward consensus

4-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.3B$4.3B – $4.3B$9.47$9.44 – $9.509
FY27$4.7B$4.7B – $4.8B$10.75$10.58 – $10.889
FY28$5.2B$5.0B – $5.4B$12.69$11.98 – $13.6010
FY29$5.3B$5.3B – $5.5B$13.24$12.93 – $13.589

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 58.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 31Shawn M MclevigePresident2.1K sh$767KSellJun 4Daniel G. KorteDirector14.7K sh$5.2MSellMay 20Karrie M. BemEVP, Gen Counsel & Corp Sec185 sh$66KSellMay 18Karrie M. BemEVP, Gen Counsel & Corp Sec185 sh$65KSellMay 15Karrie M. BemEVP, Gen Counsel & Corp Sec279 sh$101KSellMay 14Karrie M. BemEVP, Gen Counsel & Corp Sec280 sh$104K
+ 16 other (10 awards · 4 inkinds · 2 exempts) in window

See when $WWD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KRestructuring / exit costsSep 218-K — Item 2.05: Restructuring / exit costs · Item 7.01: Press release / Reg FD
AI summary

Woodward, Inc. (WWD) approved a restructuring plan on September 15, 2026 to close its Santa Clarita, California facility, transferring military aerospace flight control actuation to a new Spartanburg, SC campus (under construction), while divesting legacy commercial rotorcraft, land systems, and business jet product lines. Total estimated pre-tax charges of $34–47.5M ($23–29M severance, $10–16.5M contract termination costs), with ceasing operations targeted by December 2027 and divestitures expected to close in fiscal 2027. This is a material strategic restructuring of Woodward's manufacturing footprint.

8-KMaterial agreementAug 218-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Woodward, Inc. (WWD) entered into a Note Purchase Agreement on August 19, 2026, privately placing $450,000,000 of senior unsecured notes in three tranches: $150M Series U due September 30, 2029; $150M Series V due September 30, 2030; $150M Series W (terms cut off). The notes are placed with named institutional purchasers. This is a material private placement of $450M in multi-tranche senior debt for an aerospace/industrial components manufacturer; proceeds are likely used for refinancing or capital deployment.

8-KOfficer or director changeJun 58-K — Item 5.02: Officer or director change
AI summary

Woodward, Inc. (WWD) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in President. Individuals named in the filing include Its Charter, Other Jurisdiction. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

3New insider — initial holdingsJun 33
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of WWD securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at WWD.

8-KMaterial agreementMay 288-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Woodward, Inc. entered into a Third Amended and Restated Credit Agreement on May 28, 2026, with Wells Fargo Bank as administrative agent, extending and refinancing its existing revolving credit facility. The $1 billion revolving credit facility now matures on May 28, 2031 (extended from October 21, 2027), and Woodward drew $413 million on the facility at closing — presumably used to repay borrowings under the prior agreement. The extension and upsizing (if applicable) of the revolver provides Woodward with approximately five more years of committed liquidity, supporting its industrial and aerospace businesses.

8-KOfficer or director changeApr 248-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

WWD disclosed a personnel change (8-K Item 5.02, dated 2026-04-24). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 10 other (3 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Woodward to Provide Actuation System for Aircraft Folding Wing Demonstratorglobenewswire.com·9d agoWoodward Plans to Transition Its Santa Clarita, California, Aerospace Controls Production to Spartanburg, South Carolinaglobenewswire.com·25d agoWoodward Announces Declaration of Dividendglobenewswire.com·30d agoNykredit A S Makes New Investment in Woodward, Inc. $WWDdefenseworld.net·39d agoWoodward (WWD) Down 2.8% Since Last Earnings Report: Can It Rebound?zacks.com·49d ago

In themes

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Voices on X · last 7 days

No standout posts about $WWD on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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