Core Insights - Woodward, Inc. reported record financial results for fiscal year 2025, with net sales reaching $3.6 billion, a 7% increase year-over-year, and fourth-quarter net sales of $995 million, up 16% [4][5] Financial Performance - Fourth Quarter 2025: - Net sales: $995 million, up 16% from $855 million in Q4 2024 - Net earnings: $138 million, a 66% increase from $83 million in Q4 2024 - Adjusted net earnings: $129 million, up 49% from $86 million in Q4 2024 - Earnings per share (EPS): $2.23, a 64% increase from $1.36 in Q4 2024 [4][9] - Fiscal Year 2025: - Net sales: $3.6 billion, up 7% from $3.3 billion in FY 2024 - Net earnings: $442 million, a 19% increase from $373 million in FY 2024 - Adjusted net earnings: $424 million, up 12% from $379 million in FY 2024 - EPS: $7.19, a 20% increase from $6.01 in FY 2024 [4][9] Segment Performance - Aerospace Segment: - Fourth Quarter 2025 sales: $661 million, up 19.6% from $553 million in Q4 2024 - Fiscal Year 2025 sales: $2.3 billion, up 14% from $2.0 billion in FY 2024 - Segment earnings for Q4: $162 million, representing 24.4% of segment net sales, up from 19.2% in Q4 2024 [11][12] - Industrial Segment: - Fourth Quarter 2025 sales: $334 million, up 10.6% from $302 million in Q4 2024 - Fiscal Year 2025 sales: $1.25 billion, down 3.2% from $1.30 billion in FY 2024 - Segment earnings for Q4: $49 million, or 14.6% of segment net sales, up from 12.6% in Q4 2024 [13][14] Strategic Developments - Completed the strategic acquisition of Safran's North American Electromechanical Actuation business, enhancing the product portfolio [8] - Authorized a new three-year $1.8 billion share repurchase program [8] - Selected by Airbus to supply 12 of the 14 spoiler actuation systems for the A350, marking a significant contract in commercial aerospace [8] - Broke ground on a new facility in Spartanburg County, South Carolina, aimed at advanced precision aerospace manufacturing [8] Fiscal Year 2026 Guidance - Sales growth is projected to be between 7% and 12% - EPS is expected to be in the range of $7.50 to $8.00 - Free cash flow is anticipated to be between $300 million and $350 million [17][18]

Group 1 - Woodward, Inc. is set to release its fourth-quarter earnings results on November 24, with expected earnings of $1.87 per share, an increase from $1.41 per share in the same period last year [1] - The consensus estimate for Woodward's quarterly revenue is $943.15 million, compared to $854.49 million a year earlier [1] - On September 16, Woodward announced a $200 million investment in a new aerospace manufacturing facility in South Carolina [2] Group 2 - Wolfe Research analyst Louis Raffetto upgraded Woodward's stock from Peer Perform to Outperform with a price target of $300 [4] - Barclays analyst David Strauss maintained an Equal-Weight rating and raised the price target from $200 to $260 [4] - UBS analyst Gavin Parsons maintained a Buy rating and increased the price target from $283 to $299 [4] - Truist Securities analyst Michael Ciarmoli maintained a Buy rating and raised the price target from $232 to $267 [4] - Jefferies analyst Sheila McGrath maintained a Buy rating and increased the price target from $250 to $328 [4]

Group 1 - Woodward, Inc. is set to release its fourth-quarter earnings results on November 24, with expected earnings of $1.87 per share, an increase from $1.41 per share in the same period last year [1] - The consensus estimate for Woodward's quarterly revenue is $943.15 million, compared to $854.49 million a year earlier [1] - On September 16, Woodward announced a $200 million investment in a new aerospace manufacturing facility in South Carolina [2] Group 2 - Wolfe Research analyst upgraded Woodward's stock from Peer Perform to Outperform with a price target of $300 [4] - Barclays analyst maintained an Equal-Weight rating and raised the price target from $200 to $260 [4] - UBS analyst maintained a Buy rating and increased the price target from $283 to $299 [4] - Truist Securities analyst maintained a Buy rating and raised the price target from $232 to $267 [4] - Jefferies analyst maintained a Buy rating and increased the price target from $250 to $328 [4]

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Core Viewpoint - Woodward, Inc. is positioned for growth in the aerospace and industrial sectors, with upcoming earnings expectations indicating a positive outlook for the company [1][2]. Financial Performance Expectations - The company is expected to report earnings per share (EPS) of $1.83, with analysts predicting a more optimistic EPS of $1.87, reflecting a year-over-year increase of 29.8% from $1.41 [2]. - Revenue projections are around $940.9 million, with a slight increase to $943 million anticipated, marking a 9.5% rise from the previous year [2]. Market Position and Valuation - Woodward has a price-to-earnings (P/E) ratio of 39.64, indicating strong investor confidence in its earnings potential [3]. - The price-to-sales ratio stands at 4.53, and the enterprise value to sales ratio is 4.51, suggesting a robust market valuation relative to revenue [3]. - The company's debt-to-equity ratio is 0.17, reflecting a conservative approach to debt financing and a reliance on equity, which reduces financial risk [3]. Liquidity and Dividend Information - The current ratio of 2.04 indicates that Woodward can comfortably cover its short-term liabilities with its short-term assets [4]. - The dividend yield is 0.43%, with a quarterly dividend of 28 cents per share, demonstrating the company's commitment to returning value to shareholders [4]. - To generate $500 monthly from dividends, an investment of approximately $1.39 million in Woodward stock would be required [4].

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Earnings Report - Woodward, Inc. is set to release its fourth-quarter earnings results on November 24, with analysts expecting earnings of $1.87 per share, an increase from $1.41 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $943.15 million, compared to $854.49 million a year earlier [1] Analyst Upgrade - Wolfe Research analyst Louis Raffetto upgraded Woodward from Peer Perform to Outperform, setting a price target of $300 [2] Dividend Information - Woodward currently offers an annual dividend yield of 0.43%, translating to a quarterly dividend of 28 cents per share, or $1.12 annually [2] - To generate $500 monthly from dividends, an investment of approximately $1,389,659 or around 5,357 shares is required, while $100 monthly would need about $277,828 or 1,071 shares [2] Dividend Yield Calculation - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on stock price changes [3] - Changes in dividend payments also affect the yield; an increase in dividends raises the yield if the stock price remains constant [4] Stock Performance - Woodward's shares rose 0.7% to close at $259.41 on Wednesday [4]

Earnings Results - Woodward, Inc. is set to release its fourth-quarter earnings results on November 24, with analysts expecting earnings of $1.87 per share, an increase from $1.41 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $943.15 million, compared to $854.49 million a year earlier [1] Analyst Upgrade - Wolfe Research analyst Louis Raffetto upgraded Woodward from Peer Perform to Outperform, setting a price target of $300 [2] Dividend Information - Woodward currently offers an annual dividend yield of 0.43%, translating to a quarterly dividend of 28 cents per share, or $1.12 annually [2] - To generate $500 monthly from dividends, an investment of approximately $1,389,659 or around 5,357 shares is required, while $100 monthly would need about $277,828 or 1,071 shares [2] Dividend Yield Calculation - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on stock price changes [3] - Changes in dividend payments also affect the yield; an increase in dividends raises the yield if the stock price remains constant [4] Stock Performance - Woodward's shares rose by 0.7%, closing at $259.41 on Wednesday [4]

Core Viewpoint - Woodward, Inc. has announced a new $1.8 billion share repurchase authorization, reflecting its strategic use of a strong balance sheet to enhance shareholder value [1][2]. Group 1: Share Repurchase Authorization - The Board of Directors approved a $1.8 billion share repurchase program for three years, following the completion of a previous $600 million authorization ahead of schedule [1]. - The new authorization demonstrates the Board's confidence in Woodward's long-term growth, cash generation, and commitment to shareholder returns [2]. Group 2: Financial Performance and Shareholder Returns - Over the past decade, Woodward has returned approximately $2.0 billion to shareholders through dividends and share repurchases, which is about 78% of net earnings during that period [2]. - The company emphasizes a disciplined approach to capital allocation, prioritizing reinvestment in the business, strategic M&A, and returning cash to shareholders [3]. Group 3: Company Overview - Woodward is a global leader in energy conversion and control solutions for aerospace and industrial equipment markets, headquartered in Fort Collins, Colorado [4].

Core Insights - Woodward, Inc. has been recognized by Forbes as one of America's Best Companies for 2026, ranking among the top 300 U.S. public companies based on a comprehensive assessment across 11 categories and over 60 metrics [1][3] - The evaluation criteria included public trust, employee satisfaction, customer sentiment, workforce stability, financial strength, and cybersecurity [1][3] Company Performance - Woodward's revenues exceeded $3 billion for the first time in fiscal year 2024, indicating significant growth [2] - The company employs more than 10,000 members globally, showcasing its extensive workforce [2] Leadership and Values - Chip Blankenship, Chairman and CEO of Woodward, emphasized the recognition reflects the passion and commitment of team members in delivering shareholder value and fulfilling the company's purpose [2] - Woodward's core values include Integrity, Respectful and Accountable, and Humble and Driven, which are demonstrated by its members in serving Aerospace and Industrial customers [2] Evaluation Process - Forbes evaluated over 2,000 U.S.-based companies from various industries before selecting the top companies, ensuring an independent research process [3] - Woodward did not pay a fee for the evaluation, although it purchased rights to use the name and logo [3]