Woodward (WWD) Reports Q1 Earnings: What Key Metrics Have to Say

Core Insights - Woodward (WWD) reported revenue of $996.45 million for the quarter ended December 2025, marking a year-over-year increase of 29% and exceeding the Zacks Consensus Estimate by 10.11% [1] - The earnings per share (EPS) for the same period was $2.17, up from $1.35 a year ago, representing a surprise of 31.35% over the consensus estimate of $1.65 [1] Financial Performance - The company’s shares have returned +2.3% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change, and currently holds a Zacks Rank 2 (Buy) [3] - Segment external net sales for Industrial reached $361.56 million, surpassing the average estimate of $299.2 million, with a year-over-year change of +29.7% [4] - Aerospace segment external net sales totaled $634.9 million, exceeding the estimated $581.03 million, reflecting a +28.6% year-over-year change [4] - Aerospace segment net sales for the Defense aftermarket were $64 million, slightly below the average estimate of $67.05 million, with a +1.6% year-over-year change [4] - Commercial aftermarket sales in the Aerospace segment were $245 million, significantly above the estimated $199.15 million, showing a +49.4% year-over-year increase [4] - Aerospace segment net sales for Commercial OEM reached $188 million, compared to the average estimate of $171.79 million, representing a +22.1% year-over-year change [4] - Aerospace segment net sales for Defense OEM were $138 million, slightly below the average estimate of $142.18 million, with a +22.1% year-over-year change [4] - Aerospace segment earnings were $148.4 million, exceeding the average estimate of $127.79 million [4] - Industrial segment earnings were $66.99 million, compared to the average estimate of $44.05 million [4]