Woodward (WWD) Soars 4.3%: Is Further Upside Left in the Stock?

Core Insights - Woodward (WWD) shares increased by 4.3% to $305.97, with a notable trading volume, reflecting a 13.4% gain over the past four weeks [1][2] Company Performance - The rise in Woodward's shares is attributed to strong momentum in its aerospace and core industrial segments, particularly in commercial services and defense OEM [2] - The Industrial business segment is experiencing solid demand for power generation and backup power for data centers, driven by gas turbine systems and investments in midstream and downstream gas [3] - Woodward's focus on automation, supply-chain stabilization, and operational efficiency is enhancing productivity and supporting margin resilience across its segments [3] Financial Strategy - Woodward announced a new $1.8 billion share repurchase authorization, planning to return $650–$700 million to shareholders in fiscal 2026 [4] Growth Outlook - The company is well-positioned for growth, expecting consolidated net sales to rise by 7% to 12% in fiscal 2026, with Aerospace projected to grow by 9% to 15% and Industrial by 5% to 9% [5] - Quarterly earnings are anticipated to be $1.64 per share, reflecting a year-over-year increase of 21.5%, with revenues expected to reach $892.46 million, up 15.5% from the previous year [6] Earnings Estimates - The consensus EPS estimate for Woodward has been revised 6.2% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [8]