What changed
$WWD — ADD 📊
Woodward, Inc. designs, manufactures, and services control solutions for the aerospace and industrial markets worldwide.
🎯 Q2 2026 | Rev $1B | EPS $2.27 vs $2.09 🟢
💡 The market underestimates the sustainability of aerospace aftermarket growth and WWD's pricing power. Consensus EPS estimates lag actual performance; the beat suggests at least $0.50-0.75 in full-year upside to current estimates, supporting a 45-50x P/E multiple.
📉 Reward/Risk: 3.0:1
🏢 Business Quality: 8/10 - Wide-moat aerospace and industrial controls supplier with proprietary aftermarket parts and high switching costs; consistent margin expansion and strong free cash flow generation.
📊 Valuation: Fair - Using P/E 47x on trailing earnings, EV/EBITDA ~35x, relative to peers like TDG (45x P/E) and HEI (55x P/E).
📊 Our read: ADD. Full analysis →
https://stockduty.xyz/s/WWD0622
Why it matters
Woodward, Inc. designs, manufactures, and services control solutions for the aerospace and industrial markets worldwide.