Woodward Inc logo

Woodward Inc(WWD)

upturn advisory logo
EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
3-STAR RATING
PASS
LAST CLOSE
$317.31
11/06/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for WWD

11/06/2026: WWD (3-star) is currently NOT-A-BUY. Pass it for now.

Woodward Inc is a specialized manufacturer of energy control and optimization systems for the global aerospace and industrial markets. The company holds a solid position as a critical partner to major engine OEMs, supported by proprietary technology and strong aftermarket service revenues. Its primary growth opportunity lies in the transition to more efficient and sustainable propulsion technologies in aviation. However, the company faces risks related to customer concentration, industry cyclicality, and potential supply chain disruptions. The stock is best suited for growth-oriented investors looking for exposure to aerospace innovation, while dividend income is less of a central investment thesis.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorStrong fitWoodward is well-positioned for sustained growth driven by secular trends in commercial aerospace and efficient energy infrastructure.
Momentum investorStrong fit while signal remains positiveStrong recent performance in aerospace production makes it attractive for momentum strategies, provided market trends remain favorable.
Value investorMixed fitThe stock often trades at a premium multiple reflecting its quality, which may limit value-based entry opportunities.
Dividend investorMixed fitWhile the company pays a stable dividend, it is primarily valued for growth rather than high yield.
Low-risk investorMixed fitWhile operationally stable, the stock's exposure to cyclical aerospace markets can lead to volatility.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highAerospace industry sensitivity can lead to fluctuations in stock price based on sector news.
Valuation riskMediumInvestors should monitor whether the stock price exceeds fundamentals during periods of high sector enthusiasm.
Competition risk (Aerospace Systems)MediumMajor competitors like Honeywell possess greater scale, necessitating constant innovation by Woodward.
Business qualityStrongThe company’s deep integration into critical infrastructure creates a defensible market position.
Dividend incomeLowWoodward is not primarily an income-focused stock, limiting its appeal for high-yield seekers.
Execution riskMediumManaging complex global manufacturing operations while meeting stringent aerospace quality standards is a constant operational demand.

Price Behavior

Downtrend
PRICE PATH

Downtrend

The stock has experienced a sustained decline in price over recent periods.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 71.5%
Avg. Invested days 57
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 4.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/06/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
WWD receives a 4-star rating, supported by solid company fundamentals, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
WWD has solid overall fundamentals (4 stars), with moderate financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, solid earnings growth (+18.5%) and solid cash generation (FCF margin 9.5%) are partially offset by moderate revenue growth (+7.3%), very low insider ownership of 0.25%.

Financial Health Rating

★★★★★
WWD's financial health is supported by solid cash strength, including free-cash-flow generation (9.5% of revenue). Profitability is moderate (3 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Earnings growth is WWD's strongest growth driver at +18.5% FY2025 versus FY2024 (solid, 4 stars). By comparison, while free-cash-flow growth (-0.7%, slightly negative) holds the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 93.4% and approximately 99.6% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership is only 0.25%, which materially reduces the ownership score.

Top 5 Institutional Investors

BlackRock Inc 11.88%
FMR Inc 4.76%
Vanguard Capital Management, LLC 4.56%
Vanguard Portfolio Management, LLC 4.55%
State Street Corp 3.97%

Unit Economics (Per $1K Revenue)

★★★★★
WWD generates approximately $268 of gross profit, $143 of operating income, and $95 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Moderate margins and moderate cash conversion support a 3-star rating, while capital efficiency is solid.

Economic Dimensions

★★★★★
Effective Tax Rate: 15.21%

Quantitative Style Profile

★★★★★
WWD has a high-quality, large-cap, liquid profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

Quality TiltLarge / Mega Cap StabilityHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 18.74B USD
Price to earnings Ratio 35.3
1Y Target Price 420.5
Price to earnings Ratio 35.3
1Y Target Price 420.5
Volume (30-day avg) 691.0K shares
Beta 0.9
52 Weeks Range 252.70 - 450.52
Updated Date 11/08/2026
52 Weeks Range 252.70 - 450.52
Updated Date 11/08/2026
Dividends yield (FY) 0.32%
Basic EPS (TTM) 8.99

How Company Makes Money

Business areaWhat it includesRetail investor read
Aerospace SegmentDesign and manufacture of fuel systems, controls, and actuation for jet engines and airframes.This is the primary growth driver, benefiting from high demand for modern, fuel-efficient commercial jets.
Industrial SegmentControls for power generation, marine propulsion, and large reciprocating engines.Provides stable revenue through energy efficiency and power reliability infrastructure.
GeographyGlobal operations with significant exposure to North America, Europe, and Asia-Pacific markets.Exposure to international aviation growth is a key factor for long-term revenue diversification.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Valuation

Trailing PE 35.3
Forward PE 30.77
Enterprise Value 19.62B
Price to Sales(TTM) 4.47
Enterprise Value 19.62B
Price to Sales(TTM) 4.47
Enterprise Value to Revenue 4.68
Enterprise Value to EBITDA 22.88
Shares Outstanding 59.05M
Shares Floating 58.82M
Shares Outstanding 59.05M
Shares Floating 58.82M
Percent Insiders 0.25
Percent Institutions 93.43

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.