Core Insights - Wall Street analysts anticipate Woodward (WWD) to report quarterly earnings of $1.83 per share, reflecting a year-over-year increase of 29.8% [1] - Expected revenues for the quarter are $935.8 million, which represents a 9.5% increase from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Revenue Estimates - Analysts project 'Segment external net sales- Industrial' to be $303.48 million, indicating a 0.6% increase year-over-year [4] - 'Segment external net sales- Aerospace' is expected to reach $632.12 million, reflecting a 14.4% increase from the previous year [4] Aerospace Segment Insights - 'Aerospace segment net sales- Defense aftermarket' is estimated at $63.43 million, suggesting a 7.5% year-over-year increase [5] - 'Aerospace segment net sales- Commercial aftermarket' is projected to be $213.53 million, indicating a 22.7% increase from the year-ago quarter [5] - 'Aerospace segment net sales- Commercial OEM' is forecasted at $200.93 million, reflecting a 3.6% increase year-over-year [6] - 'Aerospace segment net sales- Defense OEM' is expected to reach $155.01 million, suggesting a 23% increase year-over-year [6] Earnings Estimates - 'Segment earnings- Aerospace' is expected to be $141.20 million, up from $106.00 million reported in the same quarter last year [7] - 'Segment earnings (loss)- Industrial' is estimated at $43.64 million, compared to $38.00 million reported in the same quarter last year [7] Stock Performance - Over the past month, Woodward shares have returned +1.4%, while the Zacks S&P 500 composite has seen a -0.6% change [7] - Woodward currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [7]

Core Insights - Woodward (NASDAQ: WWD) shares have increased by 5.4% since the last report, outperforming the S&P 500 modestly [2] - The upcoming Q4 2025 earnings report is scheduled for November 24, with investor focus shifting towards the FY26 outlook, margin trends, and free cash flow [2] Company Overview - Woodward operates in the aerospace, defense, and airline sectors, which are characterized by significant growth prospects [2] - The analysis provided by the aerospace, defense, and airline analyst includes context on industry developments and their potential impact on investment theses [2] Investment Analysis - The investing group, The Aerospace Forum, aims to identify investment opportunities within the aerospace, defense, and airline industries [2] - The analysis is data-driven, utilizing in-house developed data analytics platforms to inform investment ideas [2]

Core Insights - Woodward (WWD) shares have increased by 5.4% since the last report, outperforming the S&P 500 modestly [2] - The upcoming Q4 2025 earnings report is scheduled for November 24, with investor focus shifting towards the FY26 outlook, margin trends, and free cash flow [2] Company Analysis - The company operates within the aerospace, defense, and airline sectors, which are characterized by significant growth prospects [2] - The analysis is driven by data-informed insights, providing context to industry developments and their potential impact on investment strategies [2] Analyst Background - The analysis is conducted by an aerospace, defense, and airline analyst with a background in aerospace engineering [2] - The analyst runs The Aerospace Forum, aimed at identifying investment opportunities in the relevant sectors [2]

Core Insights - Duquesne Family Office, led by Stanley Druckenmiller, filed its third-quarter 13F, showcasing a dynamic and actively managed portfolio that emphasizes agile asset allocation [1][2] - The filing reflects Druckenmiller's ongoing pursuit of growth and value, with a notable increase in new positions while exiting others, consistent with the firm's nimble investment strategy [2] Holdings Summary - New significant positions include Amazon.com Inc. (437,070 shares), Cleveland-Cliffs Inc. (2,715,035 shares), Alphabet, Inc. (102,200 shares), Meta Platforms Inc. (76,100 shares), and StubHub Holdings, Inc. (4,259,516 shares) [5] - The firm closed several positions, including Microsoft Corp. (sold 200,930 shares), Eli Lilly & Co (sold 100,675 shares), Viking Therapeutics Inc. (sold 549,295 shares), Applovin Corp. (sold 76,100 shares), and Joby Aviation Inc. (sold 31,489 shares) [5] - As of September 30, 2025, the firm's top five holdings were Natera Inc. (13%), Insmed Inc. (8.6%), Teva Pharmaceutical Industries Ltd. (8.3%), Taiwan Semiconductor Manufacturing Company Ltd. (5.3%), and Woodward Inc. (3.9%) [5] Investment Strategy - Duquesne's aggressive repositioning in the third quarter reinforces its reputation for nimble action and readiness to capture growth opportunities, particularly in the healthcare and technology sectors [2]

Core Points - Woodward, Inc. is set to report its fiscal 2025 fourth quarter and full year financial results on November 24, 2025, at approximately 4:00 p.m. E.T. [1] - A conference call will follow at 5:00 p.m. E.T. to discuss the company's business and financial performance [2] Company Overview - Woodward, Inc. is a global leader in energy conversion and control solutions for aerospace and industrial equipment markets [4] - The company is headquartered in Fort Collins, Colorado, and focuses on delivering energy control solutions for a clean future [4]

Group 1 - Somnigroup International (SGI) reached new highs this week, breaking out of a double-bottom base with a buy point at 87.79 [2] - The stock's rise is attributed to strong third-quarter results, leading to an all-time high in Friday's market [2] - Other stocks touching new highs include Woodward (WWD) and Snowflake (SNOW) [2] Group 2 - Tesla and AI-related stocks are leading the market, with several stocks near buy points [5] - Dow Jones futures indicate a positive outlook for Intel and AI plays following a bullish move from Tesla [5] - Walmart is in a buy zone, while Google stock has given up its entry point [5]

Core Insights - WWD, a leader in energy conversion and control solutions, reported an 8% increase in net sales to $915 million and a 6% increase in net earnings to $108 million for Q3 fiscal 2025, with raised sales guidance of up to $3.5 billion [1] - The stock has seen a 60% increase this year, driven by significant institutional investor interest [1][2] - WWD has demonstrated strong sales and earnings growth, with an estimated 18% increase in EPS this year [3] Financial Performance - The company has a 3-year sales growth rate of 14.2% and a 3-year EPS growth rate of 27.9% [5] - WWD has made the Outlier 20 report 14 times since 2001, with nine occurrences in the past six months, indicating strong demand from institutional investors [6] Market Sentiment - Institutional support is evident, as indicated by unusual trading volumes in WWD shares, suggesting a robust fundamental story [2][3] - The stock is ranked highly at MoneyFlows, reflecting unusual buy pressure and growing fundamentals [4] Investment Outlook - Given the historical gains and strong fundamentals, WWD is considered a potential candidate for a diversified investment portfolio [7]

Core Insights - Woodward (WWD) is positioned to continue its earnings-beat streak, having surpassed earnings estimates by an average of 13.00% in the last two quarters [1][2] Earnings Performance - For the most recent quarter, Woodward reported earnings of $1.76 per share, exceeding the expected $1.62 per share by 8.64% [2] - In the previous quarter, the company reported $1.69 per share against an expectation of $1.44 per share, resulting in a surprise of 17.36% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Woodward, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] Earnings ESP Metric - Woodward currently has an Earnings ESP of +0.16%, suggesting analysts are optimistic about the company's earnings prospects [8] - A negative Earnings ESP reduces predictive power but does not necessarily indicate an earnings miss [8] Importance of Earnings ESP - Companies often beat consensus EPS estimates, but this is not the sole reason for share price gains; stability can occur even with missed estimates [9] - Utilizing the Earnings ESP Filter can help identify the best stocks to buy or sell prior to earnings reports [9]

Core Insights - Artisan Partners' "Artisan Mid Cap Fund" reported strong performance in Q3 2025, with returns of 8.80% for Investor Class and Advisor Class funds, and 8.83% for Institutional Class, significantly outperforming the Russell Midcap Growth Index's 2.78% return [1] - The fund's outperformance was primarily driven by holdings in the health care sector [1] Company Highlights: Woodward, Inc. (NASDAQ:WWD) - Woodward, Inc. reported a one-month return of 7.52% and a 52-week gain of 54.16%, closing at $255.34 per share with a market capitalization of $15.312 billion as of October 14, 2025 [2] - Artisan Mid Cap Fund initiated new positions in Woodward, Teledyne Technologies, and ServiceTitan during Q3 2025, highlighting Woodward's significant revenue exposure to aerospace and defense, particularly in next-generation narrowbody aircraft engines [3] - Woodward's revenue for Q3 2025 was $915 million, reflecting an 8% increase due to strong demand across end markets [4]

Core Insights - Woodward, Inc. (NASDAQ: WWD) has garnered significant hedge fund interest and is trending on Reddit, earning a place among the 10 Best Non-Tech Stocks to Buy According to Reddit [1] Group 1: Financial Outlook - UBS analyst Gavin Parsons maintained a Buy rating on Woodward, Inc. with a price target of $299, highlighting the company's positive outlook driven by the growth of the China LNG heavy-duty truck market [2] - The revenue projection for Woodward, Inc. appears well-positioned, with increased demand attributed to LNG's cost advantages over diesel [2] Group 2: Operational Developments - Woodward, Inc. announced plans to invest approximately $200 million to build a 300,000-square-foot factory for aviation parts in Greer, South Carolina, expected to commence operations in 2027 and create around 275 jobs [3] - The fourth quarter is typically the peak season for LNG and electric truck sales, which supports the company's ability to meet or exceed revenue and EBIT expectations in the short term [3] Group 3: Company Overview - Woodward, Inc. is a global manufacturer of control system components serving the commercial and energy sectors, as well as the aerospace and industrial markets [4]