Woodward, Inc. WWD

Revenue Intelligence Report • 50 quarters of SEC filing data • Updated 2026-03-15

Woodward, Inc. has a forecasted full-year revenue of $3.9B, a +8.8% year-over-year change, based on 50 quarters of SEC filing data. Key revenue drivers include R&D (elasticity 0.48x) and SG&A (elasticity 0.93x). The ARDL model has 5.4% MAPE.

Investment Thesis

The econometric model achieves strong accuracy (5.4% MAPE), suggesting Woodward, Inc.'s revenue trajectory is well-characterized by its spending patterns. R&D investment shows a 0.48x multiplier — each 1% increase in R&D spend is associated with a 0.48% revenue increase, signaling strong innovation-to-revenue conversion. Sales & marketing spend shows a 0.93x elasticity, suggesting effective go-to-market execution.

Next FY Revenue
$3.88B
+8.8% YoY
R&D Elasticity
0.48x
SG&A Elasticity
0.93x
Model Accuracy
5.4% MAPE
Holdout validation: The model predicted $0.9B vs the actual $1.0B — an error of 8.6%.

Revenue Forecast

WWD Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q3 2025 $0.9B $1.0B $0.8B – $1.0B +7.4% ✓ In range
Q4 2025 $0.9B $0.8B – $1.1B +20.9%
Q1 2026 $1.0B $0.8B – $1.2B +8.5%
Q2 2026 $1.0B $0.7B – $1.3B +7.3%
Q3 2026 $1.0B $0.7B – $1.4B +1.1%

How Spending Drives Revenue

WWD Spending Timing
Reading this chart: Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.

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