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Woodward, Inc.

Woodward, Inc.

NASDAQ•WWD
CEO: Mr. Charles P. Blankenship Jr.
Sector: Industrials
Industry: Aerospace & Defense
Listing Date: 1994-04-04
Woodward, Inc. designs, manufactures, and services control solutions for the aerospace and industrial markets worldwide. The company operates in two segments, Aerospace and Industrial. The Aerospace segment provides fuel pumps, metering units, actuators, air valves, specialty valves, fuel nozzles, and thrust reverser actuation systems for turbine engines and nacelles, and flight deck controls, actuators, servocontrols, motors, and sensors for aircraft. These products are used on commercial and private aircraft and rotorcraft, as well as on military fixed-wing aircraft and rotorcraft, guided weapons, and other defense systems. It also provides aftermarket maintenance, repair and overhaul, and other services to commercial airlines, repair facilities, military depots, third party repair shops, and other end users. This segment sells its products to original equipment manufacturers (OEMs), tier-one suppliers, and contractors, as well as through aftermarket sales of components, such as provisioning spares and replacements. The Industrial segment offers actuators, valves, pumps, fuel injection systems, solenoids, ignition systems, speed controls, electronics and software, and sensors. These products are used on industrial gas turbines, steam turbines, compressors, and reciprocating engines. This segment sells its aftermarket products, and other related services to OEMs through an independent network of distributors, as well as directly to end users. The company was founded in 1870 and is headquartered in Fort Collins, Colorado.
Contact Information
1081 Woodward Way, Fort Collins, CO, 80524, United States
970-482-5811
www.woodward.com
Market Cap
$18.36B
P/E (TTM)
41.5
100.1
Dividend Yield
0.4%
52W High
$306.90
52W Low
$146.82
52W Range
99%
Rank37Top 25.8%
4.8
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q4 2025 Data

Revenue

$995.26M+16.48%
4-Quarter Trend

EPS

$2.30+64.29%
4-Quarter Trend

FCF

$180.93M+53.75%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Consolidated Sales Increased 7.3% Consolidated net sales reached $3.57B USD, marking a 7.3% increase driven by strong price realization across segments.
Aerospace Segment Sales Surge Aerospace net sales grew 14.0% to $2.31B USD, fueled by price realization and higher volume, boosting margin to 21.9%.
Net Earnings Improved Significantly Consolidated net earnings rose to $442.11M USD, reflecting an 18.5% improvement over the prior year results.
Order Backlog Shows Visibility Total sales order backlog increased to $3.42B USD as of October 31, 2025, providing strong future revenue visibility.

Risk Factors

Revenue Concentration Risk High Sales to the five largest customers accounted for 36% of consolidated net sales, increasing vulnerability to customer changes.
Long Sales Cycles Impact Predictability Complex products require long customer evaluation periods, increasing order costs and reducing predictability of sales cycles and inventory needs.
Inflation and Tariff Pressures Continue Ongoing inflation and tariffs impact material and labor costs, pressuring profitability if commensurate price increases are not secured.
Government Spending Volatility Defense sales are subject to unpredictable U.S. Government budget cycles, appropriations, and shifting geopolitical priorities impacting revenue.

Outlook

Aerospace OEM Sales Expected Growth Commercial OEM sales are expected to grow in fiscal year 2026 following Boeing production stabilization and strong backlog.
Industrial Power Demand Remains Robust Power generation demand, driven by data centers and electrification, is expected to continue robust growth into fiscal year 2026.
Strategic Investment in South Carolina Plans announced for a precision manufacturing facility in Greer, SC, requiring significant capital investment starting in upcoming fiscal years.
Debt Reduced Significantly Total outstanding debt decreased to $702.20M USD from $872.47M USD, improving financial flexibility.

Peer Comparison

Revenue (TTM)

C.H. Robinson Worldwide, Inc.CHRW
$16.50B
-7.1%
Textron Inc.TXT
$14.24B
+0.6%
XPO, Inc.XPO
$8.07B
-0.3%

Gross Margin (Latest Quarter)

UL Solutions Inc.ULS
50.3%
+1.3pp
TransUnionTRU
46.5%
-12.2pp
Allegion plcALLE
45.8%
+1.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
CHRW$19.67B33.433.8%28.7%
WWD$18.36B41.518.5%5.3%
TRU$16.97B40.39.6%46.6%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
8.8%
Steady Growth
4Q Net Income CAGR
16.5%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 2, 2026
|
EPS:$1.64
|
Revenue:$901.92M
Reports
All Years
  • Form 10-K - FY 2025

    Period End: Sep 30, 2025|Filed: Nov 25, 2025|
    Revenue: $3.57B+7.3%
    |
    EPS: $7.42+19.5%
    Beat
  • Form 10-Q - Q3 2025

    Period End: Jun 30, 2025|Filed: Aug 1, 2025|
    Revenue: $915.45M+8.0%
    |
    EPS: $1.82+7.7%
    Beat
  • Form 10-Q - Q2 2025

    Period End: Mar 31, 2025|Filed: May 1, 2025|
    Revenue: $883.63M+5.8%
    |
    EPS: $1.83+13.7%
    Beat
  • Form 10-Q - Q1 2025

    Period End: Dec 31, 2024|Filed: Feb 4, 2025|
    Revenue: $772.73M-1.8%
    |
    EPS: $1.47-2.0%
    Beat
  • Form 10-K - FY 2024

    Period End: Sep 30, 2024|Filed: Nov 26, 2024|
    Revenue: $3.32B+14.1%
    |
    EPS: $6.21+60.1%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Jun 30, 2024|Filed: Aug 2, 2024|
    Revenue: $847.69M+5.9%
    |
    EPS: $1.69+19.9%
    Beat
  • Form 10-Q - Q2 2024

    Period End: Mar 31, 2024|Filed: May 3, 2024|
    Revenue: $835.34M+16.3%
    |
    EPS: $1.61+172.9%
    Beat
  • Form 10-Q - Q1 2024

    Period End: Dec 31, 2023|Filed: Feb 2, 2024|
    Revenue: $786.73M+27.2%
    |
    EPS: $1.50+200.0%
    Beat