Woodward (WWD) reported $996.45 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 29%. EPS of $2.17 for the same period compares to $1.35 a year ago.
The reported revenue represents a surprise of +10.11% over the Zacks Consensus Estimate of $904.99 million. With the consensus EPS estimate being $1.65, the EPS surprise was +31.35%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Woodward performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Segment external net sales- Industrial: $361.56 million versus the three-analyst average estimate of $299.2 million. The reported number represents a year-over-year change of +29.7%.
- Segment external net sales- Aerospace: $634.9 million versus $581.03 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +28.6% change.
- Aerospace segment net sales- Defense aftermarket: $64 million compared to the $67.05 million average estimate based on two analysts. The reported number represents a change of +1.6% year over year.
- Aerospace segment net sales- Commercial aftermarket: $245 million versus the two-analyst average estimate of $199.15 million. The reported number represents a year-over-year change of +49.4%.
- Aerospace segment net sales- Commercial OEM: $188 million compared to the $171.79 million average estimate based on two analysts. The reported number represents a change of +22.1% year over year.
- Aerospace segment net sales- Defense OEM: $138 million versus the two-analyst average estimate of $142.18 million. The reported number represents a year-over-year change of +22.1%.
- Segment earnings- Aerospace: $148.4 million versus the three-analyst average estimate of $127.79 million.
- Segment earnings (loss)- Industrial: $66.99 million compared to the $44.05 million average estimate based on three analysts.
View all Key Company Metrics for Woodward here>>>
Shares of Woodward have returned +2.3% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Woodward, Inc. (WWD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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