Woodward (NASDAQ:WWD) Releases FY 2026 Earnings Guidance

Woodward (NASDAQ:WWD) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 9.300-9.500 for the period, compared to the consensus estimate of 9.400. The company issued revenue guidance of $4.3 billion-$4.4 billion, compared to the consensus revenue estimate of $4.3 billion.

Woodward Stock Down 7.1%

Shares of WWD stock traded down $27.55 during mid-day trading on Thursday, hitting $357.87. 1,273,295 shares of the stock traded hands, compared to its average volume of 720,882. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.73 and a quick ratio of 1.19. Woodward has a 52-week low of $233.31 and a 52-week high of $450.92. The stock has a market cap of $21.32 billion, a P/E ratio of 42.81, a P/E/G ratio of 2.45 and a beta of 0.86. The stock’s fifty day moving average is $395.41 and its two-hundred day moving average is $377.11.

Woodward (NASDAQ:WWD) last released its quarterly earnings results on Wednesday, July 29th. The technology company reported $2.52 EPS for the quarter, beating the consensus estimate of $2.44 by $0.08. The company had revenue of $1.11 billion for the quarter, compared to analyst estimates of $1.11 billion. Woodward had a net margin of 12.85% and a return on equity of 20.12%. The firm’s revenue was up 21.2% on a year-over-year basis. During the same quarter last year, the business earned $1.76 earnings per share. Woodward has set its FY 2026 guidance at 9.300-9.500 EPS. Equities analysts predict that Woodward will post 9.34 EPS for the current year.

Woodward Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Thursday, August 20th will be issued a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 0.4%. The ex-dividend date is Thursday, August 20th. Woodward’s payout ratio is presently 15.33%.

Analysts Set New Price Targets

WWD has been the topic of a number of research reports. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $470.00 price objective on shares of Woodward in a report on Friday, May 1st. Wells Fargo & Company began coverage on shares of Woodward in a research report on Wednesday, April 1st. They set an “overweight” rating and a $440.00 price objective for the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Woodward in a research note on Friday, July 17th. Susquehanna assumed coverage on shares of Woodward in a research note on Tuesday, May 26th. They issued a “positive” rating and a $423.00 price target for the company. Finally, TD Cowen lifted their price target on shares of Woodward from $390.00 to $420.00 and gave the company a “hold” rating in a research report on Monday, July 13th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Buy” and an average target price of $393.83.

Insiders Place Their Bets

In other Woodward news, Director Daniel G. Korte sold 14,700 shares of the business’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $356.05, for a total transaction of $5,233,935.00. Following the completion of the transaction, the director owned 4,434 shares in the company, valued at $1,578,725.70. The trade was a 76.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Karrie M. Bem sold 280 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $372.66, for a total transaction of $104,344.80. Following the completion of the transaction, the executive vice president owned 4,297 shares in the company, valued at $1,601,320.02. This represents a 6.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 15,629 shares of company stock valued at $5,570,005. 0.71% of the stock is currently owned by company insiders.

Woodward News Summary

Here are the key news stories impacting Woodward this week:

• Positive Sentiment: Woodward reported fiscal Q3 adjusted earnings of $2.52 per share, above the roughly $2.39–$2.44 analyst consensus and up from $1.76 a year earlier. Revenue increased 21.2% year over year to $1.11 billion, in line with expectations, driven by aerospace and industrial demand, pricing and higher volumes. WWD Q3 Earnings Beat on Aerospace and Industrial Strength
• Positive Sentiment: The company raised its fiscal 2026 adjusted EPS outlook to $9.30–$9.50, compared with prior expectations near $9.40, while maintaining revenue guidance of approximately $4.3–$4.4 billion. Management cited confidence in fourth-quarter performance. Woodward Reports Third Quarter Fiscal Year 2026 Results
• Positive Sentiment: Woodward’s margin-expansion initiatives, automation and cost controls—including a plan to have 1,000 fewer hires by 2029—could support productivity and profitability over time. RBC Capital maintained its Buy/Outperform view. Woodward raises 2026 adjusted EPS view
• Neutral Sentiment: The earnings beat was concentrated against a revenue result that merely matched estimates, leaving investors dependent on continued execution and further margin gains to justify Woodward’s premium valuation.
• Negative Sentiment: Reports that Woodward narrowed its aerospace outlook have raised concerns about the pace and durability of its largest growth driver. That caution appears to be the primary reason the stock has decreased following the results, despite the earnings beat and guidance increase. Woodward’s shares fall as aerospace outlook narrows

Institutional Investors Weigh In On Woodward

Several large investors have recently modified their holdings of the stock. Aster Capital Management DIFC Ltd purchased a new stake in shares of Woodward in the fourth quarter valued at about $35,000. Greenline Wealth Management LLC purchased a new stake in Woodward during the fourth quarter valued at about $126,000. Employees Retirement System of Texas purchased a new position in shares of Woodward in the 3rd quarter worth about $119,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Woodward by 11.9% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 506 shares of the technology company’s stock valued at $124,000 after purchasing an additional 54 shares in the last quarter. Finally, Quarry LP grew its holdings in shares of Woodward by 177.6% during the 4th quarter. Quarry LP now owns 569 shares of the technology company’s stock worth $172,000 after purchasing an additional 364 shares during the period. Hedge funds and other institutional investors own 81.18% of the company’s stock.

Woodward Company Profile

Woodward, Inc (NASDAQ: WWD) is a global leader in the design, manufacture and service of control systems and components for the aerospace and industrial markets. Founded in 1870 and headquartered in Fort Collins, Colorado, the company specializes in motion control, fuel systems, actuation, and digital control solutions. Its offerings enable precision management of flow, pressure and motion in critical applications ranging from aircraft engines and power turbines to hydraulic systems.

Woodward’s product portfolio is organized into two primary segments: Aerospace and Industrial.