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Dec 31, 2024

Woodward Q1 2025 Earnings Report

Reported first quarter results in line with expectations and reaffirmed full-year guidance, with Aerospace performing well and Industrial impacted by China on-highway natural gas trucks.

Key Takeaways

Woodward reported first quarter results in line with expectations, driven by strong Aerospace segment performance and offset by a decline in Industrial sales related to China on-highway natural gas trucks. The company reaffirmed its 2025 guidance, with a narrowed adjusted earnings per share range of $5.85-6.25.

First quarter results were in line with expectations.

Aerospace segment performed well with growth in sales and margin.

High aircraft utilization continued to drive both commercial and defense aftermarket demand.

Adjusted earnings per share range narrowed to $5.85-6.25 due to a favorable tax rate in the first quarter.

Total Revenue
$773M
Previous year: $787M
-1.8%
EPS
$1.35
Previous year: $1.45
-6.9%
Adjusted Effective Tax Rate
19%
Gross Profit
$190M
Previous year: $204M
-7.2%
Cash and Equivalents
$284M
Previous year: $144M
+96.6%
Free Cash Flow
$942K
Previous year: $4.98M
-81.1%
Total Assets
$4.28B
Previous year: $4.13B
+3.6%

Woodward

Woodward

Forward Guidance

Woodward reaffirms its 2025 guidance with the exception of adjusted effective tax rate and adjusted earnings per share. Based on the favorable tax rate in the first quarter, the adjusted effective tax rate is now expected to be approximately 19 percent. As a result, the Company narrowed its adjusted earnings per share range to $5.85-6.25.