Woodward (WWD) reported earnings 30 days ago. What's next for the stock?
Woodward remains a Buy after Q3, with 28% upside to a $457 price target and robust commercial aerospace and industrial power generation growth. Q3 saw net sales up 21.2%, adjusted EPS up 43.2%, and gross margin expand to 31.5%, driven by both volume and pricing. WWD raised FY26 EPS guidance to $9.30-$9.50 and expects continued margin expansion, but Q3 Aerospace and Industrial margins included one-time benefits unlikely to recur.
Woodward's Q3 beat and higher outlook support 2027 growth, but fading pricing benefits, China exit effects and heavy spending cloud the path.
| Aerospace & Defense Industry | Industrials Sector | Charles Blankenship Jr. CEO | XFRA Exchange | 980745103 CUSIP |
| US Country | 10,200 Employees | 20 Aug 2026 Last Dividend | 15 Feb 2006 Last Split | 30 May 1996 IPO Date |
Woodward, Inc., founded in 1870 and headquartered in Fort Collins, Colorado, operates on a global scale, providing sophisticated control solutions for both the aerospace and industrial sectors. The company's operations are segmented into Aerospace and Industrial, catering to a wide range of applications from commercial aviation to military defense systems, and from industrial turbines to reciprocating engines. Woodward, Inc. stands as a critical player in its field, offering an extensive portfolio of products along with aftermarket maintenance, repair, overhaul, and other services to a diverse clientele including original equipment manufacturers (OEMs), repair facilities, military depots, and end users.
This segment produces a variety of components and systems essential for aircraft and rotorcraft, including fuel pumps, metering units, actuators, air valves, specialty valves, fuel nozzles, thrust reverser actuation systems, flight deck controls, servocontrols, motors, and sensors. These products find applications across commercial and private aircraft, military fixed-wing aircraft and rotorcraft, guided weapons, and other defense systems. Woodward, Inc. delivers a comprehensive suite of aftermarket services including maintenance, repair, and overhaul to support the needs of commercial airlines, repair facilities, military depots, and other end users.
In the industrial realm, Woodward, Inc. offers an array of control products such as actuators, valves, pumps, fuel injection systems, solenoids, ignition systems, speed controls, electronics and software, and sensors. These components are designed for use in industrial gas turbines, steam turbines, compressors, and reciprocating engines. Beyond providing innovative products, the company engages in the distribution of aftermarket products and services directly to OEMs and end users, as well as through an independent network of distributors, focusing on enhancing operational efficiency and reliability for its clients.