CluenexWoodward WWD
Woodward scores good on business quality (6.1 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Woodward does
Woodward designs and builds control systems and components for aerospace and industrial markets, selling directly to original equipment manufacturers who rely on its proprietary tech to manage fuel, air, and combustion.
- What it does best
Woodward excels at high-precision energy control systems for aerospace and industrial turbines, holding a gross margin of 29.5% that beats peer LHX at 25.5%. Tight customer integration and proprietary intellectual property make switching costs exceptionally high.
- The main risk
Valuation stands at an extreme disconnect, trading at $331.62 against an intrinsic value of $244.87. If growth slows from its current 7.3% pace, the steep multiple leaves zero room for error and threatens severe downside.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 16.4% and ROE is 21.8%, driven by disciplined cost control. The business scales profitability effectively as revenue expands.
Engine and turbine controls form a narrow economic moat locking in aerospace OEMs. Its gross margin ranks in the 28th percentile of its sector, showing modest pricing power.
Revenue growth hit 7.3%, accelerating from prior years as aerospace demand drives the top line higher.
Debt-to-equity sits at 0.3 with interest coverage at 14.5x, making debt costs manageable. Free cash flow reached $376.0M, showing solid cash generation that is getting stronger.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on WWD
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Woodward scores good on the Cluenex quality check (6.1 of 10), measured against its own industry. Profitability is fair, moat fair, growth steady and financial health strong.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 23, 2026, after the close.
See WWD today
- Today's verdict on WWD, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Woodward (WWD)”, https://cluenex.com/stocks/wwd/, data as of Oct 10, 2026.