earnings
confidence high
sentiment neutral
materiality 0.70
Woodward Q2 FY2025 EPS $1.78, revenue $884M (+6%); raises low end of FY guidance
Woodward, Inc.
2025-Q2 EPS
reported $3.20
vs consensus $1.65
▲ beat
(+93.5%)
- Aerospace segment revenue up 13% to $562M; defense OEM surged 52%; commercial aftermarket up 23%.
- Industrial segment revenue down 5% to $322M; China on-highway decline offset by power gen and oil & gas gains.
- Full-year FY2025 guidance updated: total sales now $3.375B-$3.5B (prev $3.3B-$3.5B); Adj. EPS $5.95-$6.25 (prev $5.85-$6.25).
- Free cash flow for Q2 fell 28% to $59M; cash from operations down 20% to $78M.
- Company managing tariff impact; no recession assumed in revised outlook.