Woodward (WWD) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Woodward reported revenue of $995.26 million for the quarter ended September 2025, reflecting a 16.5% increase year-over-year and surpassing the Zacks Consensus Estimate of $935.8 million by 6.36% [1] - The company's EPS for the quarter was $2.09, up from $1.41 in the same quarter last year, exceeding the consensus EPS estimate of $1.83 by 14.21% [1] Revenue Performance - Industrial segment external net sales reached $334 million, exceeding the average estimate of $303.48 million by analysts, marking a 10.7% increase year-over-year [4] - Aerospace segment external net sales totaled $661 million, surpassing the average estimate of $632.12 million, with a year-over-year increase of 19.6% [4] - Aerospace segment net sales in the Defense aftermarket were $64 million, slightly above the average estimate of $63.43 million, representing an 8.5% year-over-year change [4] - Aerospace segment net sales in the Commercial aftermarket were $242 million, exceeding the average estimate of $213.53 million, with a significant year-over-year increase of 39.1% [4] - Aerospace segment net sales in the Commercial OEM were $194 million, in line with the average estimate of $200.93 million, showing no year-over-year change [4] - Aerospace segment net sales in the Defense OEM reached $160 million, surpassing the average estimate of $155.01 million, reflecting a 27% year-over-year increase [4] Earnings Performance - Aerospace segment earnings were reported at $162 million, exceeding the average estimate of $141.2 million by analysts [4] - Industrial segment earnings were $49 million, surpassing the average estimate of $43.64 million [4] Stock Performance - Woodward's shares have returned -1.2% over the past month, compared to a -1.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]