Description

Woodward Inc. Just Lit Up Aerospace Services With a 40% Surge—Is This the Breakout Investors Missed?

Woodward, Inc. recently reported its financial results for the fourth quarter and full fiscal year 2025. The company achieved record performance, exceeding $3.5 billion in annual revenue for the first time, driven by substantial growth in both its Aerospace and Industrial segments. Key financial highlights include a 14% increase in Aerospace sales and a 10% growth in core Industrial sales, excluding China. The adjusted earnings per share reached an all-time high, marking a nearly 13% year-over-year increase. On the positive side, Aerospace achieved robust growth, particularly in defense OEM and commercial services, with a 40% rise in commercial services sales and a 27% increase in defense OEM sales in the fourth quarter alone. This was supported by higher demand for services, including maintenance, repair, and overhaul (MRO) for legacy engines and newer models like the LEAP and GTF engines.