Overview
Energy solutions provider's fiscal Q1 net sales rose 29%, beating analyst expectations
EPS for fiscal Q1 increased by 53% yr/yr
Outlook
Woodward raises FY26 sales growth guidance to 14%-18%
Woodward increases FY26 EPS guidance to $8.20-$8.60
Company maintains FY26 free cash flow guidance at $300-$350 mln
Result Drivers
AEROSPACE PERFORMANCE - Margin expansion in Aerospace driven by higher commercial services activity and strong defense OEM demand
INDUSTRIAL STRENGTH - Industrial segment performance boosted by power generation, transportation, and oil and gas sectors
OPERATIONAL EXCELLENCE - Focus on operational excellence improved output and execution consistency
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q1 Net Sales | Beat | $996 mln | $893.23 mln (9 Analysts) |
Q1 EPS | $2.17 | ||
Q1 Adjusted Net Income | $134 mln | ||
Q1 Net Income | $134 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the aerospace & defense peer group is "buy"
Wall Street's median 12-month price target for Woodward Inc is $364.39, about 14.6% above its January 30 closing price of $317.84
The stock recently traded at 37 times the next 12-month earnings vs. a P/E of 33 three months ago
Press Release: ID:nGNX38Z8Nz
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)