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Inferra AI / Company / WWD

Woodward

WWD · Industrials

Last earnings Jul 29, 2026

Key results

Net revenueytd

$915M

Third Quarter Overview Third Quarter 2025 Year-to-Date 2025 Net Sales $915M, 8% $2.6B, 4% Net Earnings $108M, 6% $304M, 5% Adjusted Net Earnings 1 - $294M, 1% Earnings Per Share (EPS) $1.76, 8% $4.96, 7% Adjusted EPS 1 - $4.80, 2% Cash from Operations $126, -18% $238, -20% Free Cash Flow 1 $99, -28% $159, -29% We delivered strong results in the third quarter underpinned by robust demand across our end markets, coupled with disciplined execution by our global teams,” said Chip Blankenship, Chairman and Chief Executive Officer.

SEC original ↗Woodward — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Net incomequarter

4%

Third Quarter Overview Third Quarter 2025 Year-to-Date 2025 Net Sales $915M, 8% $2.6B, 4% Net Earnings $108M, 6% $304M, 5% Adjusted Net Earnings 1 - $294M, 1% Earnings Per Share (EPS) $1.76, 8% $4.96, 7% Adjusted EPS 1 - $4.80, 2% Cash from Operations $126, -18% $238, -20% Free Cash Flow 1 $99, -28% $159, -29% We delivered strong results in the third quarter underpinned by robust demand across our end markets, coupled with disciplined execution by our global teams,” said Chip Blankenship, Chairman and Chief Executive Officer.

SEC original ↗Woodward — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Adjusted net incomequarter

5%

Third Quarter Overview Third Quarter 2025 Year-to-Date 2025 Net Sales $915M, 8% $2.6B, 4% Net Earnings $108M, 6% $304M, 5% Adjusted Net Earnings 1 - $294M, 1% Earnings Per Share (EPS) $1.76, 8% $4.96, 7% Adjusted EPS 1 - $4.80, 2% Cash from Operations $126, -18% $238, -20% Free Cash Flow 1 $99, -28% $159, -29% We delivered strong results in the third quarter underpinned by robust demand across our end markets, coupled with disciplined execution by our global teams,” said Chip Blankenship, Chairman and Chief Executive Officer.

SEC original ↗Woodward — Earnings release (8-K exhibit)EX-99Jul 30, 2025

EPSquarter

1%

Third Quarter Overview Third Quarter 2025 Year-to-Date 2025 Net Sales $915M, 8% $2.6B, 4% Net Earnings $108M, 6% $304M, 5% Adjusted Net Earnings 1 - $294M, 1% Earnings Per Share (EPS) $1.76, 8% $4.96, 7% Adjusted EPS 1 - $4.80, 2% Cash from Operations $126, -18% $238, -20% Free Cash Flow 1 $99, -28% $159, -29% We delivered strong results in the third quarter underpinned by robust demand across our end markets, coupled with disciplined execution by our global teams,” said Chip Blankenship, Chairman and Chief Executive Officer.

SEC original ↗Woodward — Earnings release (8-K exhibit)EX-99Jul 30, 2025

AI analysis

Q3 FY2025 · reported Jul 30, 2025

Based on: Earnings release + parent 8-K/A + 10-Q — transcript not held

Headline figures

MetricQ3 FY2025Prior qtrYear ago
Net income4%——
Adjusted net income5%——
EPS1%——

EX-99 · Jul 30, 2025

Guidance · company-stated

Revenue — Raised

“1081 Woodward Way Fort Collins, CO, 80524, USA Woodward Reports Third Quarter Fiscal Year 2025 Results Raises 2025 Sales and Earnings Guidance on Strong Year-to-Date Performance and Outlook Fort Collins, Colo.”

Revenue — Raised

“Based on our strong year-to-date performance and solid fourth quarter outlook, we are raising our full-year sales and earnings guidance.”

Revenue — Lowered

“However, given the demands to support higher sales in a dynamic supply chain and production environment, we are lowering our full-year free cash flow guidance.”

Primary outlook statements conflict; no label forced — evidence preserved.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Cash, trade accounts receivable, accounts payable, and short-term borrowings are not remeasured to fair value, as the carrying cost of each approximates its respective fair value.

The fair value of long-term debt was estimated based on a model that discounted future principal and interest payments at interest rates available to the Company at the end of the period for similar debt of the same maturity, which is a level 2 input as defined by the U.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Woodward Way Fort Collins, CO, 80524, USA Woodward Reports Third Quarter Fiscal Year 2025 Results Raises 2025 Sales and Earnings Guidance on Strong Year-to-Date Performance and Outlook Fort

Based on: Earnings release + parent 8-K/A + 10-Q — transcript not held

Guidance & outlook

Revenue — Raised (“Raises”)
“1081 Woodward Way Fort Collins, CO, 80524, USA Woodward Reports Third Quarter Fiscal Year 2025 Results Raises 2025 Sales and Earnings Guidance on Strong Year-to-Date Performance and Outlook Fort Collins, Colo.”

Revenue — Raised (“raising”)
“Based on our strong year-to-date performance and solid fourth quarter outlook, we are raising our full-year sales and earnings guidance.”

Revenue — Lowered (“lowering”)
“However, given the demands to support higher sales in a dynamic supply chain and production environment, we are lowering our full-year free cash flow guidance.”

Primary outlook statements conflict; no label forced — evidence preserved.

Capital allocation

Cash, trade accounts receivable, accounts payable, and short-term borrowings are not remeasured to fair value, as the carrying cost of each approximates its respective fair value.

SEC original ↗Woodward — 10-Q Quarterly report10-QJul 30, 2026

The fair value of long-term debt was estimated based on a model that discounted future principal and interest payments at interest rates available to the Company at the end of the period for similar debt of the same maturity, which is a level 2 input as defined by the U.

SEC original ↗Woodward — 10-Q Quarterly report10-QJul 30, 2026

The weighted-average interest rates used to estimate the fair value of long-term debt were 4.5 % at June 30, 2026 and 4.2 % at September 30, 2025.

SEC original ↗Woodward — 10-Q Quarterly report10-QJul 30, 2026

Derivative instruments and hedging activities Derivative instruments not designated or qualifying as hedging instruments In May 2020, Woodward entered into five fixed-rate cross-currency interest rate swap agreements (the 2020 Fixed-Rate Cross-Currency Swaps ), with an aggregate notional value of $ 400,000 , which effectively reduced the interest rates on the underlying fixed-rate debt under the 2018 Notes (as defined in Note 15, Credit facilities, short-term borrowings, and long-term debt, in the Notes to the Consolidated Financial Statements included in Part II, Item 8 of Woodward s most recently filed Form 10-K) and Woodward s then existing revolving credit agreement.

SEC original ↗Woodward — 10-Q Quarterly report10-QJul 30, 2026

Woodward issued 40,000 aggregate principal amount of Woodward s Series M Senior Notes due September 23, 2026 (the Series M Notes ).

SEC original ↗Woodward — 10-Q Quarterly report10-QJul 30, 2026

Borrowings under the Third Amended and Restated Revolving Credit Agreement generally bear interest at the Euro Interbank Offered Rate ( Euribor ), Sterling Overnight Index Average ( SONIA ), Tokyo Interbank Offered Rate ( TIBOR ), and Secured Overnight Financing Rate ( SOFR ) base rates plus 0.875 % to 1.75 %.

SEC original ↗Woodward — 10-Q Quarterly report10-QJul 30, 2026

Strategy & priorities

“The Aerospace segment generated substantial sales growth and margin expansion, driven by smart defense and commercial services.

SEC original ↗Woodward — Earnings release (8-K exhibit)EX-99Jul 30, 2025

We remain focused on growth, operational excellence, and innovation, which continue to position Woodward to deliver sustained long-term shareholder value.

SEC original ↗Woodward — Earnings release (8-K exhibit)EX-99Jul 30, 2025

The increase in Aerospace segment earnings for the nine months ended June 30, 2025, was primarily a result of price realization and volume, partially offset by planned strategic investments in manufacturing capabilities to meet current and future growth, inflation, and unfavorable mix.

SEC original ↗Woodward — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Management uses EBITDA and adjusted EBITDA in evaluating Woodward’s operating performance, making business decisions, including developing budgets, managing expenditures, forecasting future periods, and evaluating capital structure impacts of various strategic scenarios.

SEC original ↗Woodward — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Joint venture In fiscal year 2016, Woodward and GE consummated the formation of a strategic joint venture (the JV ).

SEC original ↗Woodward — 10-Q Quarterly report10-QJul 30, 2026

Risks & headwinds

Legal Proceedings 44 Item 1A.

SEC original ↗Woodward — 10-Q Quarterly report10-QJul 30, 2026

Woodward reports financial results for each of its reportable segments, Aerospace and Industrial, and further disaggregates its revenue from contracts with customers by primary market as Woodward believes this best depicts how the nature, amount, timing, and uncertainty of its revenue and cash flows are affected by economic factors.

SEC original ↗Woodward — 10-Q Quarterly report10-QJul 30, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials
Documents

Filings

34 documents

Earnings releases

10 documents

Presentations

0 documents

No presentations for Woodward are held in this edition of the library.

Transcripts

0 documents

No transcripts for Woodward are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Woodward by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.