Here's What Key Metrics Tell Us About Woodward (WWD) Q3 Earnings

Core Insights - Woodward reported revenue of $915.45 million for the quarter ended June 2025, reflecting an 8% increase year-over-year and a surprise of +3.12% over the Zacks Consensus Estimate of $887.75 million [1] - The earnings per share (EPS) for the quarter was $1.76, compared to $1.63 in the same quarter last year, resulting in an EPS surprise of +8.64% against the consensus estimate of $1.62 [1] Financial Performance Metrics - Woodward's shares have returned +4.6% over the past month, slightly underperforming the Zacks S&P 500 composite's +4.9% change [3] - The company holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3] Segment Performance - Industrial segment external net sales were reported at $319.46 million, below the average estimate of $299.84 million, representing a year-over-year decline of -3.2% [4] - Aerospace segment external net sales reached $595.99 million, exceeding the average estimate of $589.56 million, with a year-over-year increase of +15.2% [4] - Aerospace segment net sales for Defense aftermarket were $55 million, lower than the estimated $65.62 million, marking a -16.1% change year-over-year [4] - Aerospace segment net sales for Commercial aftermarket were $215 million, surpassing the average estimate of $192.43 million, reflecting a +29.7% year-over-year increase [4] - Aerospace segment net sales for Commercial OEM were $175 million, below the average estimate of $198.05 million, indicating a -7.8% year-over-year decline [4] - Aerospace segment net sales for Defense OEM were $150 million, exceeding the average estimate of $135.84 million, with a significant year-over-year increase of +55.4% [4] - Aerospace segment earnings were reported at $126 million, slightly above the average estimate of $124.22 million [4] - Industrial segment earnings were $48 million, compared to the average estimate of $39.53 million [4]