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WWWWD

Woodward, Inc.

$WWD·$25B·Aerospace & Defense·Industrials
$396.91+0.7%YTD+29.7%1Y+55.4%
Mentions · last 7 days
2026-07-09: 1 posts2026-07-10: 2 posts2026-07-11: 0 posts2026-07-12: 0 posts2026-07-13: 0 posts2026-07-14: 2 posts2026-07-15: 2 posts80%
Price updated 5m ago·X counts updated 2d ago
WWWWD
$WWDWoodward, Inc.
$396.91+0.71%8 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $WWD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

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

Aerospace-and-industrial-controls compounder with a 30% EPS beat cadence and 23% Q2 revenue growth heading into a 27 July print.

Woodward is a controls-and-actuation supplier to the aerospace and industrial-power markets — its content sits on jet engines, on-highway engines, and industrial turbines, so the business inherits the aerospace-build-rate story and the industrial-power capex cycle at the same time.

  • Q2 revenue grew 23.4% year-on-year after Q1's 29.0% — a two-quarter double-digit-accelerating trajectory unusual for a business of this scale.
  • The last two EPS surprises came in at 8.1% and 31.5% beats — the cadence has been consistent-positive rather than one-off.
  • Consensus models fiscal-26 revenue of $4.31B at $9.35 EPS across seven analysts, rising to $4.69B and $10.72 in fiscal-27 — a mid-teens forward P/E excluding the recent revaluation.
  • Shares are up 60% over twelve months and 32% year-to-date, sitting at the 78th percentile of the 52-week range and 18% above the 200-day — the tape has extended but hasn't rounded off into a parabolic move.

The 27 July fiscal-Q3 print is the direct read on whether the accelerating trajectory extends; a print showing a further quarter of 20%-plus revenue growth alongside continued beats confirms the multi-year read, and a decel back to mid-teens is what would put the current multiple back on the table.

What to watch: The 27 July fiscal-Q3 print — segment revenue growth for Aerospace and Industrial, book-to-bill, and any updated full-year guidance. Watch also for commentary on LEAP and GE9X programme content given the 737 MAX and 777X build-rate cadence.

On the calendar: Fiscal Q3 earnings 27 July 2026

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Read the AI verdict + X sentiment for $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)
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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 — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $WWD

Partial — Designs fuel metering, actuation, and control systems for commercial and military aircraft turbine engines and industrial gas turbines; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+18.8%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
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%
Q2 2025Jul 28, 2025$1.76$1.62+8.6%
Next earningsWed, Jul 29·consensus EPS $2.44

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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.3B$4.3B – $4.3B$9.35$9.19 – $9.479
FY27$4.7B$4.6B – $4.8B$10.72$10.55 – $10.868
FY28$5.2B$5.2B – $5.2B$12.75$11.90 – $13.879
FY29$5.3B$5.2B – $5.3B$13.42$13.19 – $13.697

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.0.6×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.78%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.+4.4%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.+18.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 59.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% 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.β0.855-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellJun 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$104KSellMar 10Charles P BlankenshipCEO2.6K sh$1.0MSellMar 9Charles P BlankenshipCEO5.0K sh$1.8MSellMar 6Charles P BlankenshipCEO5.0K sh$1.9MSellMar 5Charles P BlankenshipCEO5.0K sh$1.9MSellMar 4Charles P BlankenshipCEO3.0K sh$1.2M
1–10 of 11
+ 6 other (6 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
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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-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.

8-KShareholder voteFeb 38-K — Item 5.07: Shareholder vote
+ 11 other (3 routine 8-Ks · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Woodward Schedules Fiscal 2026 Third Quarter Earnings Release and Conference Callglobenewswire.com·3d agoThese 2 Aerospace Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·7d agoWoodward Named to TIME's America's Best Companies 2026 Listglobenewswire.com·7d agoWill Woodward (WWD) Beat Estimates Again in Its Next Earnings Report?zacks.com·8d agoWoodward Publishes Its 2025 Sustainability Report Highlighting Progress in Environmental Stewardship, Social Responsibility, and Governanceglobenewswire.com·9d ago

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Voices on X · last 7 days

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