Woodward, Inc. Q4 2025 Earnings Recap

Woodward, Inc. posted record annual revenues exceeding $3.5 billion for FY 2025, driven by notable growth in both aerospace and industrial segments, yielding all-time high adjusted EPS growth of nearly 13%.

Key Takeaways

• Aerospace sales surged 14% year-over-year with a margin expansion of 290 basis points, reflecting strong defense OEM performance and increased demand for commercial services.
• Industrial revenue growth reached approximately 10%, excluding China, complemented by a core industrial margin improvement of 110 basis points.
• Strategic transaction to enhance electromechanical actuation capabilities and expanding Airbus partnerships bolstered future revenue potential.
• New facility construction in Spartanburg, SC, and expansion in Gladney are set to enhance production capacity and automation, positioning Woodward well for market demands.
• Overall, the company’s focused strategy and operational execution solidified its competitive edge in both aerospace and industrial markets.