WWD

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Woodward (WWD) recently scheduled the release of its fiscal 2026 third quarter results for July 29, 2026, giving investors a fresh catalyst to reassess the stock. See our latest analysis for Woodward. Woodward’s recent Q3 results date comes on the back of strong share price momentum, with a 7.22% 90 day share price return and a 29.32% year to date share price return, underpinned by a 59.11% 1 year total shareholder return and very large 3 and 5 year total shareholder returns. This points to sentiment that has been building rather than fading. If Woodward’s run has you thinking about what else might be setting up for long term compounding, this is a good time to scout 18 top founder-led companies After Woodward’s sharp multi year run and a share price near US$402, the key issue now is simple: does the current valuation still leave enough upside to justify the risks you are taking? On the most followed valuation narrative, Woodward’s fair value of $444.55 sits above the recent $401.99 close, setting up a clear tension between price and expectations. Read the complete narrative. Read the complete narrative. Want to see how this thesis turns a growing revenue base, rising margins and a rich future earnings multiple into that fair value gap? The key assumptions are far from conservative. The full narrative lays out exactly which earnings and cash flow paths need to hold up for Woodward. Result: Fair Value of $444.55 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Woodward’s heavy capital commitments and reliance on key aerospace platforms mean any project missteps or OEM disruptions could quickly challenge the current undervaluation narrative. Find out about the key risks to this Woodward narrative. The analyst narrative frames Woodward as about 9.6% undervalued, but the current P/E of 46.6x paints a different picture. It sits above the US Aerospace & Defense industry at 40.5x and above a fair ratio of 33.5x, which points to valuation risk rather than a clear gap to the upside. So which signal should carry more weight for you? To pressure test the current price against earnings expectations, look at how that rich multiple fits with your own assumptions on growth, margins...

FORT COLLINS, Colo., July 14, 2026 (GLOBE NEWSWIRE) -- Woodward, Inc. (NASDAQ: WWD) announced today that it expects to report its fiscal 2026 third quarter financial results at approximately 4:00 p.m. ET on Wednesday, July 29, 2026. A news release will be issued at that time, and a conference call will be held at 5:00 p.m. ET. During the conference call, the company will provide an overview of its business and financial performance. You are invited to listen to the call live via the company’s website, www.woodward.com. The call and presentation will be available on the website by selecting “Investors / Events and Presentations” from the menu and will remain accessible on the company’s website for one year. You may also listen to the call by dialing + 1 (833) 461-5787 (U.S. domestic) or + 1 (585) 542-9983 (international). Participants should call prior to the start time to allow for registration; the Conference ID is 180 854 471. About Woodward, Inc. Woodward is the global leader in the design, manufacture, and service of energy conversion and control solutions for the aerospace and industrial equipment markets. Our purpose is to design and deliver energy control solutions our partners count on to power a clean future. Our innovative fluid, combustion, electrical, propulsion and motion control systems perform in some of the world’s harshest environments. Woodward is a global company headquartered in Fort Collins, Colorado, USA. Visit our website at www.woodward.com.

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Woodward (WWD), which belongs to the Zacks Aerospace - Defense Equipment industry, could be a great candidate to consider. When looking at the last two reports, this maker of cockpit controls and other equipment for the defense and aerospace markets has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 22.51%, on average, in the last two quarters. For the most recent quarter, Woodward was expected to post earnings of $2 per share, but it reported $2.27 per share instead, representing a surprise of 13.50%. For the previous quarter, the consensus estimate was $1.65 per share, while it actually produced $2.17 per share, a surprise of 31.52%. Thanks in part to this history, there has been a favorable change in earnings estimates for Woodward lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Woodward has an Earnings ESP of +5.10% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner. When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss. Many companies end up beati...

It has been about a month since the last earnings report for Woodward (WWD). Shares have lost about 2.2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Woodward due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Woodward, Inc. before we dive into how investors and analysts have reacted as of late. Woodward's Q2 Earnings Beat Estimates Woodward reported second-quarter fiscal 2026 adjusted net earnings per share (EPS) of $2.27, which jumped 34.3% year over year and beat the Zacks Consensus Estimate by 13.5%. Quarterly net sales increased 23.4% year over year to $1090.6 million. The upside was fueled by market tailwinds across Aerospace and Industrial. The top line beat the consensus estimate by 9.9%. Management highlighted that it is raising its full-year outlook, supported by strong first-half performance and continued demand strength. The company remains focused on disciplined execution in a dynamic environment, while continuing to invest in innovation and operational excellence to drive sustained profitable growth and long-term shareholder value. WWD’s Segment Results Aerospace: Net sales were $703 million, up 25% year over year, driven by broad-based strength across commercial services, commercial OEM and defense OEM. Defense OEM and defense services sales were up 9% and 8%, respectively, year over year. Commercial OEM sales were up 30% year over year, while services jumped 36%. Segmental earnings were $158 million, up from $125 million a year ago. The increase was driven by price realization and higher sales volumes, partially offset by the impact of inflation as well as continued investments in manufacturing capabilities, research and development and the enterprise resource planning system upgrade. Margins expanded 30 basis points (bps) to 22.5%. Industrial: Net sales totaled $387 million, up 20% year over year, driven by gains across transportation, power generation and oil & gas markets. Core industrial sales, excluding the China on-highway impact, rose 19%. Transportation sales surged 34%, and oil and gas sales increased 18%. Power generation grew a modest 7%. Segmental earnings were $66 million, up from $46 million in the year-ag...

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how aerospace stocks fared in Q1, starting with Woodward (NASDAQ:WWD). Aerospace companies often possess technical expertise and have made significant capital investments to produce complex products. It is an industry where innovation is important, and lately, emissions and automation are in focus, so companies that boast advances in these areas can take market share. On the other hand, demand for aerospace products can ebb and flow with economic cycles and geopolitical tensions, which can be particularly painful for companies with high fixed costs. The 14 aerospace stocks we track reported a very strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.3% while next quarter’s revenue guidance was 0.7% below. Luckily, aerospace stocks have performed well with share prices up 10.9% on average since the latest earnings results. Initially designing controls for water wheels in the early 1900s, Woodward (NASDAQ:WWD) designs, services, and manufactures energy control products and optimization solutions. Woodward reported revenues of $1.09 billion, up 23.4% year on year. This print exceeded analysts’ expectations by 8.5%. Overall, it was a very strong quarter for the company with a solid beat of analysts’ revenue estimates and full-year EPS guidance exceeding analysts’ expectations. Woodward scored the biggest analyst estimates beat of the whole group. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 2.8% since reporting and currently trades at $351.01. Read why we think that Woodward is one of the best aerospace stocks, our full report is free. Becoming the first private company in the Southern Hemisphere to reach space, Rocket Lab (NASDAQ:RKLB) offers rockets designed for launching small satellites. Rocket Lab reported revenues of $200.3 million, up 63.5% year on year, outperforming analysts’ expectations by 4.9%. The business had an incredible quarter with EBITDA guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates. Rocket Lab scor...

Record Q1 performance: EMCOR posted revenue of $4.63 billion (up 19.7% YoY; 16.8% organic), operating income of $404 million, and diluted EPS of $6.84 (up 30%), with gross profit and margins at record Q1 levels. Data-center-led construction surge and strong backlog: Combined construction revenue was $3.47 billion (up 30.6%)—electrical +33% and mechanical +29%—while remaining performance obligations climbed to $15.62 billion (+32.9% YoY), driven largely by network/communications work for AI and cloud data centers. Raised full-year outlook and solid liquidity: Management raised 2026 guidance to revenue of $18.5B–$19.25B and EPS of $28.25–$29.75, finished the quarter with $916 million cash, returned $105 million to shareholders, and expects full-year operating cash flow roughly at least net income (80–85% of operating income). Interested in EMCOR Group, Inc.? Here are five stocks we like better. Palantir and Woodward Jumped on Earnings Beats—Here Are 3 More Setups to Watch EMCOR Group (NYSE:EME) reported what executives repeatedly described as a record-setting start to fiscal 2026, driven by continued strength in data center-related work and broad-based construction demand across multiple end markets. Management also raised full-year guidance on the back of strong first-quarter execution and a significant sequential increase in remaining performance obligations. Chairman, President, and CEO Tony Guzzi said the company delivered “another outstanding quarter,” pointing to “strong execution across our business segments and continued growth in our core market sectors and geographies.” → Palantir Is Down 30%: Noise? Or a Signal to Accumulate? 3 Data Center Beneficiaries Raising Dividends Up to 60% EMCOR generated first-quarter revenue of $4.63 billion, up 19.7% year over year, which Guzzi said equated to 16.8% organic growth when adjusting for acquisition contribution and the sale of EMCOR U.K. Operating income reached $404 million, producing an 8.7% operating margin. Diluted earnings per share rose to $6.84, up 30% versus the first quarter of 2025. Senior Vice President and CFO Jason R. Nalbandian said first-quarter results were records for EMCOR for a first quarter, including operating income and operating margin. Gross profit totaled $864 million, up 19.5%, while gross margin was 18.7%, which he called “a record level of performance for a Q1.” → Corning Beats Q1...

Woodward reported Q2 FY2026 net sales of $1.1 billion (up 23% YoY) and record adjusted EPS of $2.27, and management raised full‑year guidance to total company sales growth of 20%–23% and adjusted EPS of $9.15–$9.45. Aerospace led results with segment sales up 25% to $703 million driven by commercial services (+36%) and OEM (+30%), while industrial sales rose 20% to $387 million, fueled by marine, oil & gas and accelerating data‑center demand for power generation. Management returned >$355 million via share buybacks plus $36 million in dividends, kept capex guidance near $290 million, completed the Valve Research acquisition, and is expanding capacity (Spartanburg, Glatten) while holding higher inventory to meet demand. Interested in Woodward, Inc.? Here are five stocks we like better. 3 "Tollbooth" Stocks With Hidden Monopolies in Their Industries Woodward (NASDAQ:WWD) reported a “exceptionally strong” second quarter of fiscal 2026, posting quarterly sales above $1 billion for the first time and delivering record adjusted earnings per share, as robust demand continued across both its aerospace and industrial businesses. Chairman and CEO Chip Blankenship said Woodward is executing “with focus and discipline” to meet demand, while also navigating a complex global environment. Blankenship noted the company is monitoring geopolitical developments, including potential effects on defense spending and airline traffic that “if those impacts do occur, we expect them to be felt in fiscal 2027.” → Palantir Is Down 30%: Noise? Or a Signal to Accumulate? Palantir and Woodward Jumped on Earnings Beats—Here Are 3 More Setups to Watch Chief Financial Officer Bill Lacey said second-quarter net sales rose 23% year over year to $1.1 billion. Woodward reported EPS of $2.19, up from $1.78 a year earlier, and adjusted EPS of $2.27, up from $1.69. Free cash flow in the quarter was $38 million. Aerospace segment sales increased 25% year over year to $703 million. Lacey attributed the growth primarily to commercial aerospace, with commercial services up 36% as repair volume increased to support high utilization of legacy aircraft alongside rising activity on LEAP and GTF engines. He said spare line replaceable unit (LRU) sales growth was strong and volumes were consistent with the prior two quarters. → Homebuilder Earnings: D.R. Horton Sticks Out as Pulte & NVR Sales Tank Woodward:...

Woodward (WWD) reported fiscal Q2 adjusted earnings late Wednesday of $2.27 per diluted share, up fr

Image source: The Motley Fool. Wednesday, April 29, 2026 at 5 p.m. ET Chairman and Chief Executive Officer — Charles P. Blankenship Chief Financial Officer — William F. Lacey Director of Investor Relations — Daniel Provaznik Need a quote from a Motley Fool analyst? Email [email protected] Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Woodward, Inc. Second Quarter Fiscal Year 2026 Earnings Call. At this time, I would like to inform you that this call is being recorded for rebroadcast and that all participants are in a listen-only mode. Following the presentation, you are invited to participate in the question-and-answer session. Joining us today from the company are Charles P. Blankenship, chairman and chief executive officer; William F. Lacey, chief financial officer; and Daniel Provaznik, director of investor relations. I would now like to turn the call over to Daniel Provaznik. Thank you, operator. Daniel Provaznik: We would like to welcome all of you to Woodward, Inc.’s second quarter fiscal year 2026 earnings call. In today’s call, Charles P. Blankenship will comment on our strategies and related markets, and then William F. Lacey will discuss our financial results as outlined in our earnings release. At the end of our presentation, we will take questions. For those who have not seen today’s earnings release, you can find it on our website at woodward.com. We have included presentation materials to go along with today’s call that are also accessible on our website. A webcast of this call will be available on our website for one year. All references to years in this call are references to the company’s fiscal year unless otherwise stated. I would like to highlight our cautionary statement as shown on slide two of the presentation materials. As always, elements of this presentation are forward-looking, including our guidance, and are based on our current outlook and assumptions for the global economy and our businesses more specifically. These elements can and do frequently change. Our forward-looking statements are subject to a number of risks and uncertainties surrounding those elements, including the risks we identify in our filings with the SEC. These statements are made as of today, and we do not intend to update them except as required by law. In addition, we are providing certain non-U.S. GAAP financial measures. We direct your...

Surpassed $1 billion in quarterly sales for the first time, driven by 23% year-over-year growth across both Aerospace and Industrial segments. Aerospace performance was bolstered by overlapping maintenance cycles for legacy and current generation fleets, alongside commercial aircraft build rate increases. Industrial growth was fueled by power generation demand, specifically accelerated by data center backup and base power requirements. Management is actively optimizing the portfolio through strategic divestitures of non-core lines, such as pilot controls, and the acquisition of Valve Research & Manufacturing to target next-generation single-aisle platforms. Operational excellence initiatives, including the relocation of servo valve production to Rockford and automation projects, are aimed at increasing capacity and reducing lead times. The company is successfully implementing an 'open maintenance model' for LEAP controls, partnering with third-party MROs to optimize capital while meeting airline preferences. Raised full-year 2026 sales and earnings guidance based on second-quarter outperformance and sustained demand visibility into the third quarter. Anticipates Aerospace R&D expenses will increase as future aircraft timelines firm up and technology demonstration activities accelerate. Assumes potential geopolitical impacts on defense spending or airline traffic would likely manifest in fiscal 2027 rather than the current year. Expects to maintain higher inventory levels through 2026 to prioritize customer demand, with inventory initiatives projected to improve free cash flow in 2027. Evaluating capacity expansion options beyond current footprints in response to multiple customers forecasting increased power generation demand through 2030. Industrial margins were negatively impacted by a reserve for a product performance claim currently undergoing a legal process. The China On-Highway product line wind-down remains on track, with minimal sales expected by the fourth quarter of 2026. Strategic investments in an enterprise-wide ERP upgrade and manufacturing enhancements are currently weighing on Aerospace margins but are viewed as critical for long-term scaling. Supply chain constraints, specifically in dual sourcing projects as well as test equipment procurement, installation, and calibration, limited some output during the quarter. Our analysts just identifi...

This article first appeared on GuruFocus. Quarterly Net Sales: $1.1 billion, a 23% increase year-over-year. Adjusted Earnings Per Share (EPS): $2.27, up from $1.69 in the prior year. Free Cash Flow: $38 million for the second quarter. Aerospace Segment Sales: $703 million, a 25% increase. Industrial Segment Sales: $387 million, a 20% increase. Aerospace Segment Earnings: $158 million, representing 22.5% of segment sales. Industrial Segment Earnings: $66 million, representing 17% of segment sales. Debt Leverage: 1.4 times EBITDA as of March 31, 2026. Capital Returned to Shareholders: Over $355 million through share repurchases and $36 million in dividends in the first half of 2026. 2026 Sales Growth Guidance: Total Woodward sales growth expected between 20% and 23%. 2026 Adjusted EPS Guidance: Between $9.15 and $9.45. 2026 Free Cash Flow Guidance: Expected between $300 million and $350 million. 2026 Capital Expenditures Guidance: Approximately $290 million. Warning! GuruFocus has detected 10 Warning Signs with VIAV. Is WWD fairly valued? Test your thesis with our free DCF calculator. Release Date: April 29, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Woodward Inc (NASDAQ:WWD) achieved a significant milestone by surpassing $1 billion in quarterly sales for the first time in its history. Sales increased by 23% year-over-year, with all-time highs in both Aerospace and Industrial segments. The company delivered record quarterly adjusted earnings per share, up 34% from the prior year. Woodward Inc (NASDAQ:WWD) raised its full-year sales and earnings guidance based on strong second-quarter results and confidence in the remainder of 2026. The company is making strategic investments in automation and innovation, which are expected to drive long-term growth and operational excellence. Woodward Inc (NASDAQ:WWD) is facing uncertainties in the geopolitical environment, which could impact defense spending and airline traffic in fiscal 2027. The company is experiencing constraints in output due to demand outstripping activities like dual sourcing projects and additional test and procurement. Margins in the Aerospace segment were impacted by planned strategic investments and inflationary pressures, resulting in a net margin increase of only 30 basis points. Industrial segment margins were negatively impacted by a...

Woodward (WWD) came out with quarterly earnings of $2.27 per share, beating the Zacks Consensus Estimate of $2 per share. This compares to earnings of $1.69 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +13.30%. A quarter ago, it was expected that this maker of cockpit controls and other equipment for the defense and aerospace markets would post earnings of $1.65 per share when it actually produced earnings of $2.17, delivering a surprise of +31.52%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Woodward, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $1.09 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 9.85%. This compares to year-ago revenues of $883.63 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Woodward shares have added about 20.4% since the beginning of the year versus the S&P 500's gain of 4.3%. While Woodward has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Woodward was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You...