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Sep 30, 2025
Woodward Q4 2025 Earnings Report
Woodward reported record sales and earnings for the fourth quarter and fiscal year 2025, driven by strong demand and disciplined execution.
Key Takeaways
Woodward, Inc. delivered record sales and earnings in fiscal year 2025, with fourth-quarter net sales increasing by 16% to $995 million and net earnings rising by 66% to $138 million. The Aerospace segment saw substantial sales and margin expansion, while Industrial achieved double-digit growth in power generation and oil & gas markets.
Net sales for Q4 2025 increased by 16% to $995 million compared to the prior year.
Net earnings for Q4 2025 grew by 66% to $138 million, with diluted EPS at $2.23.
The Aerospace segment's sales increased by 19.6% and segment earnings by 52.3% in Q4 2025.
The Industrial segment's sales increased by 10.6% and segment earnings by 28.2% in Q4 2025.
Revenue by Segment
Forward Guidance
Woodward's fiscal 2026 guidance anticipates continued sales growth and further margin expansion, supported by a sustained strong demand environment.
Positive Outlook
- Sales Growth projected between 7% and 12%.
- EPS expected to be in the range of $7.50 to $8.00.
- Free Cash Flow estimated between $300 million and $350 million.
- Aerospace Sales Growth projected between 9% and 15%.
- Industrial Sales Growth projected between 5% and 9%.
Challenges Ahead
- Capital Expenditures are estimated at ~$290 million, which could impact free cash flow.
- Effective Tax Rate is projected at ~22%, higher than the Q4 2025 rate.
- Aerospace Segment Earnings (% of Sales) are projected to be 22% - 23%, slightly lower than Q4 2025.
- Industrial Segment Earnings (% of Sales) are projected to be 14.5% - 15.5%, slightly lower than Q4 2025.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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