Woodward Inc

Most Recent

  • uploads///part  ebitda
    Basic Materials

    What Arconic Management Has to Say about the Grenfell Tower

    Arconic (ARNC) stock saw negative price action toward the end of June on reports that it supplied parts for Grenfell Tower in London (EWU) (UKX-INDEX).

    By Mohit Oberoi, CFA
  • uploads///part  eps guidance
    Earnings Report

    Alcoa Lowers Guidance for Aerospace Business for the Second Time

    During its 3Q16 earnings call, Alcoa reduced its EPS segment’s fiscal 2016 revenue guidance to $5.6 billion–$5.8 billion from $5.9 billion–$6.1 billion.

    By Mohit Oberoi, CFA
  • uploads///PART
    Earnings Report

    Arconic’s Tough Beginning: Controversies and Battles

    Arconic is scheduled to release its 1Q17 earnings on April 25. ARNC was listed as a separate entity on November 1, 2016, when Alcoa split into two entities.

    By Mohit Oberoi, CFA
  • uploads///last
    Company & Industry Overviews

    Aerospace Is Arconic’s Aluminum, and Its Not Looking Good

    Alcoa had a three-year target of $7.2 billion in revenues, but it has reduced this target to $6 billion–$6.2 billion ahead of the Arconic split.

    By Mohit Oberoi, CFA
  • uploads///part
    Basic Materials

    Will Higher Commodity Prices Boost Alcoa’s 2Q16 Earnings?

    In its Primary Metals segment, Alcoa expects the ATOI to increase by $10 million in 2Q16.

    By Mohit Oberoi, CFA
  • uploads///part  revenues
    Earnings Report

    Alcoa’s 4Q15 Revenues Slid on Lower Pricing, Divestitures

    Alcoa reported revenues of $5.2 billion. While Alcoa’s earnings topped Wall Street expectations, its 4Q15 revenues came in lower than consensus estimates.

    By Mohit Oberoi, CFA
  • uploads///part
    Earnings Report

    Alcoa’s Downstream Business Posts a Mixed Performance in 1Q16

    Markets were expecting Alcoa’s downstream business to more than compensate for the weakness in its upstream business.

    By Mohit Oberoi, CFA
  • uploads///part
    Company & Industry Overviews

    Alcoa or Arconic: Which Stock Performed Better Since the Split?

    Alcoa (AA) and Arconic (ARNC) are now independent corporate entities. Furthermore, the two companies operate in different businesses.

    By Mohit Oberoi, CFA
  • uploads///part  arnc
    Miscellaneous

    How Analysts Are Rating Arconic in 2Q17

    Of the eight analysts covering Arconic, three have given the stock a “buy” or equivalent rating, while the remaining five have given it a “hold.”

    By Mohit Oberoi, CFA
  • uploads///part  arconic
    Company & Industry Overviews

    Could Cash Strengthen Arconic as It Battles Elliott Management?

    According to Dow Jones, Elliott Management’s regulatory filings reveal that the company finds Arconic (ARNC) “dramatically undervalued.”

    By Mohit Oberoi, CFA
  • uploads///part
    Earnings Report

    What Are Analysts Projecting for Arconic’s 4Q16 Revenues?

    Analysts expect Arconic to post revenues of $3.0 billion in 4Q16. Alcoa’s downstream business posted revenues of $3.37 billion in 3Q16.

    By Mohit Oberoi, CFA
  • uploads///PART
    Earnings Report

    Can Arconic Get Wall Street’s Support with Its 4Q16 Earnings?

    Arconic will release its 4Q16 earnings on January 31. Its 4Q16 earnings could be an opportunity for Arconic to get some support from Wall Street.

    By Mohit Oberoi, CFA
  • uploads///part  arconic atoi
    Earnings Report

    Arconic’s 3Q16 Income Falls on Lower Pricing and Higher Costs

    Arconic posted an ATOI (after-tax operating income) of $267 million in 3Q16. In comparison, its ATOI was $294 million in 2Q16 and $257 million in 3Q15.

    By Mohit Oberoi, CFA
  • uploads///PART  Arconic revenue
    Earnings Report

    Not Upstream, but Arconic Segments Hit Alcoa’s 3Q16 Earnings

    Last year, Arconic’s business segments compensated for the lower performance of Alcoa’s upstream business. But Arconic’s performance hasn’t matched market expectations this year.

    By Mohit Oberoi, CFA
  • uploads///part  EPS beat
    Earnings Report

    Can Alcoa Make It Four in a Row with a 3Q16 Earnings Beat?

    3Q16 earnings beat According to consensus estimates compiled by Bloomberg, analysts expect Alcoa (AA) to post adjusted EPS (earnings per share) of $0.11 in 3Q16. To put this in perspective, the company posted adjusted EPS of $0.15 in 2Q16 and $0.07 in 3Q15. Analysts expect Alcoa’s 3Q16 EPS to fall year-over-year and quarter-over-quarter. Earnings beat Notably, […]

    By Mohit Oberoi, CFA
  • uploads///part  upstream
    Earnings Report

    Alcoa 3Q16 Preview: Could Productivity Offset Pricing Pressure?

    Pricing pressure Previously, we looked at the different factors that could impact Alcoa’s (AA) 3Q16 upstream revenues. In this article, we’ll analyze how the company’s downstream revenues could play out in the quarter. Note that Alcoa’s downstream business consists of three segments: Engineered Products and Solutions (or EPS), Transportation and Construction Solutions (or TCS), and […]

    By Mohit Oberoi, CFA
  • uploads///part  arconic risk
    Basic Materials

    Investor Alert: Can Arconic Navigate Its Short-Term Challenges?

    Demand from the aerospace industry has grown at a steady rate for the last couple of years. Higher fuel prices have forced airline companies to order new energy-efficient aircraft.

    By Mohit Oberoi, CFA
  • uploads///part  arconic risk
    Basic Materials

    In Focus: What Challenges Would Arconic Face in the Short Term?

    Arconic’s post-split structure would include the business segments that are currently under the Global Rolled Products (or GRP), Transportation and Construction Solutions (or TCS), and Engineered Products and Solutions (or EPS) businesses.

    By Mohit Oberoi, CFA
  • uploads///part
    Basic Materials

    Do the Markets Really Want Alcoa to Split into 2 Companies?

    It’s been almost a year since Alcoa (AA) announced its split. In this series, we’ll explore the factors that are influencing Alcoa this year, including the various opportunities and challenges that the split could impose on the company.

    By Mohit Oberoi, CFA
  • uploads///part
    Basic Materials

    Alcoa’s Split: Key Takeaways from Form-10

    After the split, Alcoa would be renamed “Arconic.” The upstream business would be split into a new company that would be called “Alcoa.”

    By Mohit Oberoi, CFA
  • uploads///part  aluminum premiums
    Company & Industry Overviews

    US Aluminum Premiums Could Remain Stable in 2016

    While capacity cuts by US smelters might not have an impact on aluminum prices, cuts could support aluminum premiums. Aluminum premiums are more regional.

    By Mohit Oberoi, CFA
  • uploads///post split structure
    Miscellaneous

    No Surprises in Alcoa’s Post-Separation Management Structure

    On November 24, Alcoa announced the executive management structure to be introduced following its split.

    By Mohit Oberoi, CFA
  • uploads///part
    Fund Managers

    Elliott Management Found Value in Alcoa

    Elliott Management is not the only company finding value in the beleaguered commodity space. In August, Carl Icahn disclosed his 8.5% stake in Freeport-McMoRan.

    By Mohit Oberoi, CFA
    • CONNECT with Market Realist
    • Link to Facebook
    • Link to Twitter
    • Link to Instagram
    • Link to Email Subscribe
    Market Realist Logo
    Do Not Sell My Personal Information

    © Copyright 2021 Market Realist. Market Realist is a registered trademark. All Rights Reserved. People may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.