Is WWD a good stock to buy? We came across a bullish thesis on Woodward, Inc. on Monte Independent Investment Research’s Substack by Monte Investments. In this article, we will summarize the bulls’ thesis on WWD. Woodward, Inc.’s share was trading at $393.80 as of April 20th. WWD’s trailing and forward P/E were 49.59 and 46.73 respectively according to Yahoo Finance.
Woodward, Inc. (NASDAQ: WWD) operates across aerospace & defense and industrial markets, specializing in energy control and optimization solutions spanning motion, fluid, combustion, and electrical systems. The company is positioned to benefit from long-term megatrends, particularly rising aircraft production and increasing demand for gas-powered energy systems.
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In commercial aerospace, Woodward serves both OEM and aftermarket channels, with production growth at Boeing and Airbus driving OEM demand, while a delayed aircraft replacement cycle extending to 2034 supports a sustained and attractive aftermarket opportunity.
Aerospace & defense contributes roughly 65% of revenue, where Woodward provides critical components such as fuel systems, valves, and motion control technologies used across major platforms including the Airbus A320neo, Boeing 737 MAX, and advanced defense systems like the F-35 Lightning II. The company maintains deep relationships with key industry players such as RTX Corporation and GE Aerospace, reinforcing its role as a mission-critical supplier.
The industrial segment complements this with exposure to gas turbines, compressors, and power generation systems, serving customers like Rolls-Royce Holdings and Caterpillar Inc.. With a globally diversified manufacturing footprint across the U.S., China, and Europe, Woodward mitigates tariff risks while maintaining some exposure to commodity input costs. Overall, strong aerospace backlogs exceeding 14,000 aircraft and long-cycle energy demand provide durable visibility and position the company for sustained, high-margin growth.
Previously, we covered a bullish thesis on HEICO Corporation (HEI) by Bulls On Parade in February 2025, which highlighted the company’s serial acquisition strategy, disciplined capital allocation, and expansion across a fragmented aerospace components market. HEI’s stock price has appreciated by approximately 32.30% since our coverage. Monte Investments shares a similar view but emphasizes on Woodward’s exposure to aerospace production cycles and energy demand tailwinds.
Woodward, Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 69 hedge fund portfolios held WWD at the end of the fourth quarter which was 52 in the previous quarter. While we acknowledge the risk and potential of WWD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than WWD and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
