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Sep 30, 2023

Woodward Q4 2023 Earnings Report

Delivered strong results driven by robust demand and improved operational performance.

Key Takeaways

Woodward reported a 21% increase in net sales for the fourth quarter of fiscal 2023, reaching $777 million compared to $640 million in the prior year. Net earnings for the quarter were $83 million, or $1.33 per share, up from $54 million, or $0.88 per share in the previous year.

Net sales increased by 21% to $777 million.

Net earnings increased to $83 million, or $1.33 per share.

Aerospace segment net sales increased by 11% to $455 million.

Industrial segment net sales increased by 39% to $322 million.

Total Revenue
$777M
Previous year: $640M
+21.4%
EPS
$0.84
Previous year: $0.84
+0.0%
Gross Profit
$190M
Previous year: $136M
+39.9%
Cash and Equivalents
$137M
Previous year: $108M
+27.4%
Free Cash Flow
$134M
Previous year: $91.9M
+45.4%
Total Assets
$4.01B
Previous year: $3.81B
+5.4%

Woodward

Woodward

Woodward Revenue by Segment

Forward Guidance

Woodward’s fiscal 2024 outlook includes a continued strong demand environment and improving operational performance throughout the year.

Positive Outlook

  • Continued strong demand environment.
  • Improving operational performance throughout the year.
  • Increasing revenue and margin expansion in Aerospace segment.
  • Continued strength in commercial markets.
  • Increased defense activity.

Challenges Ahead

  • Volatility and limited visibility into the China on-highway natural gas truck market.
  • Outlook assumes peak sales levels in the first quarter with minimal activity through the remainder of 2024.

Revenue & Expenses

Visualization of income flow from segment revenue to net income