What smart money is saying about Woodward Inc
2 funds in our archive have pitched Woodward Inc, most recently Artisan Global Opportunities Strategy in March 2026.
Woodward, Inc. designs, manufactures, and services control solutions for the aerospace and industrial markets worldwide. The company operates through two segments: Aerospace and Industrial. The Aerospace segment provides fuel pumps, metering units, actuators, air valves, specialty valves, fuel nozzles, and thrust reverser actuation systems for turbine engines and nacelles, and flight deck controls, actuators, servocontrols, motors, and sensors for aircraft. These products are used on commercial and private aircraft and rotorcraft, as well as on military fixed-wing aircraft and rotorcraft, guided weapons, and other defense systems. It also provides aftermarket maintenance, repair and overhaul, and other services to commercial airlines, repair facilities, military depots, third party repair shops, and other end users. This segment sells its products to original equipment manufacturers (OEMs), tier-one suppliers, and various contractors, as well as through aftermarket sales of components, such as provisioning spares or replacements, and spare parts. The Industrial segment offers actuators, valves, pumps, fuel injection systems, solenoids, ignition systems, speed controls, electronics and software, and sensors. These products are used on industrial gas turbines, steam turbines, compressors, and reciprocating engines. This segment sells its aftermarket products, and other related services to OEMs through an independent network of distributors, as well as directly to end users. The company was founded in 1870 and is headquartered in Fort Collins, Colorado.
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Position history
Between Q3 2025 and Q3 2026, 11 fund letters reported a position in Woodward Inc, with 2 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 7 | 0 | 1 | 0 |
| Q2 2026 | 3 | 1 | 0 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q3 2025 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 11 positions · 3 moves
- September 2026
“Performance among our holdings was dispersed: Woodward, BWX Technologies and FTAI Aviation declined, while Babcock International and Arxis posted modest gains.”
Woodward Inc - HoldsFindlay Park American FundSeptember 2026
“Woodward and StandardAero were affected by concerns over higher fuel costs and flying activity, which we believe are misplaced with respect to these businesses. Woodward in fact raised its earnings guidance in July.”
Woodward Inc - September 2026
“Industrials was the largest relative detractor in Q3, with weakness broadly distributed across the sector but most pronounced in building products, aerospace and defense and machinery. Aerospace and defense, our largest industry exposure within industrials, was pressured overall amid uncertainty around defense budgets and competitive dynamics, while higher energy prices raised concerns about airline economics and commercial aerospace demand. Performance among our holdings was dispersed: Woodward and FTAI Aviation declined, while Babcock International and Arxis posted modest gains.”
Woodward Inc - September 2026
“After strong year-to-date performance, aerospace stocks cooled during the quarter amid some of the macro pressures discussed above. While those factors can influence near-term results, we continue to see compelling company-specific profit cycles in the sector. New engine and aircraft platforms are creating opportunities for significantly higher content per platform for well-positioned suppliers such as Woodward and RBC Bearings, supporting long-term growth potential that is less dependent on the broader economic environment.”
Woodward Inc - September 2026
“We sold our shares in Woodward, Inc. (WWD) based on valuation, with an increasingly rosy picture of both commercial aerospace demand and AI-led gas turbine demand being baked into expectations.”
Woodward Inc - September 2026
“Woodward is a leading supplier of mission-critical motion and control systems, with approximately two-thirds of its revenue derived from aerospace and defense. The company reported solid results and raised full-year earnings guidance, although commercial aerospace aftermarket growth moderated from elevated levels in the prior quarter. Underlying demand remains healthy, supported by a growing installed base and increasing engine shop visits, while industrial results benefited from strength in power generation, oil and gas, and marine markets. Despite recent share-price weakness, we remain constructive on Woodward’s exposure to the multi-year aerospace aftermarket cycle and improving industrial demand.”
Woodward Inc - September 2026
“Woodward is a leading supplier of mission-critical motion and control systems, with approximately two-thirds of its revenue derived from aerospace and defense. The company reported solid results and raised full-year earnings guidance, although commercial aerospace aftermarket growth moderated from elevated levels in the prior quarter. Underlying demand remains healthy, supported by a growing installed base and increasing engine shop visits, while industrial results benefited from strength in power generation, oil and gas, and marine markets. Despite recent share-price weakness, we remain constructive on Woodward’s exposure to the multi-year aerospace aftermarket cycle and improving industrial demand.”
Woodward Inc - New positionClearBridge Investments SMID Cap Growth StrategyJune 2026
“In addition to the transactions mentioned above, we initiated positions in Arxis, Sterling Infrastructure, and Woodward in the industrials sector, SiTime, Cipher Digital, D-Wave Quantum and DigitalOcean in the IT sector, Liftoff Mobile in the communication services sector and Axsome Therapeutics, Vaxcyte and Kymera Therapeutics in the health care sector.”
Woodward Inc - HoldsFindlay Park American FundJune 2026
“Woodward delivered strong organic revenue growth across both aerospace aftermarket and industrial businesses, also raising 2026 guidance.”
Woodward Inc - June 2026
“Q3 2024 Understanding Woodward Woodward, Inc. is a prime example of the type of company Eagle seeks to invest in – one that we consider to have strong market positioning, a compelling growth trajectory, and the potential for significant margin expansion.”
Woodward Inc - New positionArtisan US Mid Cap Growth StrategySeptember 2025
“During the quarter, we initiated new positions in Woodward, Teledyne Technologies and ServiceTitan.”
Woodward Inc
Also mentioned · 1
These funds discuss Woodward Inc as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedLVS Advisory Curtiss WrightJune 2025
Named in a table in LVS Advisory Curtiss Wright’s letter.
Woodward Inc
Fund coverage · 2 theses
- Artisan Global Opportunities StrategyMarch 2026
Woodward is a mission-critical controls supplier set to benefit from a multiyear aerospace upcycle and strengthening industrial demand, supporting outsized growth.
Read the full thesis - Artisan US Mid Cap Growth StrategySeptember 2025
Woodward is a leading supplier of motion and control systems with strong aerospace exposure, poised for growth in the high-margin aftermarket for next-gen aircraft engines and recovering industrial segment.
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