Aerospace controls maker Woodward Q4 sales beat estimates

Woodward

24/11/2025 21:10

Overview

Woodward fiscal Q4 2025 net sales grow 16% yr/yr, beating analyst expectations

Adjusted EPS for fiscal Q4 2025 grows 48%, reflecting operational improvements

Company announced $1.8 bln share repurchase program, indicating confidence in future growth

Outlook

Woodward expects fiscal 2026 sales growth of 7% to 12%

Company forecasts fiscal 2026 EPS between $7.50 and $8.00

Woodward anticipates fiscal 2026 free cash flow of $300 mln to $350 mln

Result Drivers

AEROSPACE DEMAND - High aircraft utilization and robust defense activity drove substantial sales and margin expansion in Aerospace

INDUSTRIAL GROWTH - Industrial segment achieved double-digit growth across power generation and oil & gas markets

PRICE REALIZATION - Increased segment earnings were attributed to price realization and higher sales volume, despite inflation and strategic investments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$995 mln
$934.5 mln (10 Analysts)
Q4 EPS
$2.23
Q4 Adjusted Net Income
$129 mln
Q4 Net Income
$138 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the aerospace & defense peer group is "buy"

Wall Street's median 12-month price target for Woodward Inc is $301.50, about 12.9% above its November 21 closing price of $262.70

Press Release: ID:nGNX6tYNwl

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)