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Mar 31, 2025
Woodward Q2 2025 Earnings Report
Woodward reported steady results with growth driven by aerospace demand and strong aftermarket activity.
Key Takeaways
Woodward delivered a solid Q2 FY25 performance, with revenue growth driven by defense and aftermarket strength, partially offset by weaker industrial sales, especially in China. Net income and EPS rose compared to the prior year.
Revenue grew 6% year-over-year to $883629000.
Net income increased 12% year-over-year to $108949000.
Adjusted EPS improved to $1.69.
Industrial segment faced headwinds due to lower China truck sales.
Revenue by Segment
Forward Guidance
Woodward raised the low end of its full-year sales and Adjusted EPS guidance, reaffirming confidence despite potential tariff impacts.
Positive Outlook
- Raised low end of sales guidance to $3375000000-$3500000000.
- Raised low end of Adjusted EPS guidance to $5.95-$6.25.
- Aerospace expected to grow 8%-13%.
- Strong defense and commercial aftermarket demand expected to continue.
- Free cash flow guidance remains strong at $350M-$400M.
Challenges Ahead
- Industrial segment sales expected to decline 7%-9%.
- Challenges in China on-highway market persist.
- Potential impact of escalating tariffs not fully included in guidance.
- Commercial OEM weakness could weigh on performance.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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