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News articleSeeking Alpha· November 25, 2025

Woodward outlines 7–12% sales growth target and $1.8B share repurchase plan as automation, aerospace wins drive 2026 outlook

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Woodward outlines 7–12% sales growth target and $1.8B share repurchase plan as automation, aerospace wins drive 2026 outlook Earnings Call Insights: Woodward, Inc…
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  • Woodward is still experiencing some supplier performance shortfalls but progress is being made in stabilizing the supplier network

    80% confidence
  • Fiscal 2026 guidance positions Woodward to meet or exceed long-term sales and earnings commitments for 2024-2026 established at last Investor Day

    80% confidence
  • 2025 was another remarkable year for Woodward with record annual revenue exceeding $3.5 billion

    80% confidence
  • Woodward has clear line of sight on LEAP engine purchase orders and aftermarket demand

    80% confidence
  • Woodward is focused on improving fundamentals and expects teams to accelerate improvements in flow and productivity

    80% confidence
  • The EPS guidance for 2026 includes assumptions for new share repurchases

    80% confidence
  • Net sales for Q4 2025 totaled $995 million, an increase of 16%, and full year 2025 sales were $3.6 billion, up 7%

    80% confidence
  • Commercial aftermarket sales grew $50 million from 2024 to 2025, with some portion representing normal growth and some representing advanced purchases

    80% confidence
  • OEM destocking could be completed by the end of the second quarter of fiscal 2026

    80% confidence
  • There are no structural barriers to achieving strong aftermarket margins for LEAP and GTF programs

    80% confidence
  • Legacy narrow-body aftermarket is expected to show single-digit growth rates in 2026

    80% confidence
  • Woodward completed its $600 million share repurchase program more than 1 year ahead of schedule in November 2025

    80% confidence
  • The Spartanburg facility has additional capacity beyond A350 requirements but no major investment planned for NSA capacity

    80% confidence
  • The A350 win will raise Woodward's total A350 shipset value to approximately $550,000 once wing spoiler actuator shipments begin in late calendar 2028

    80% confidence

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