Does Woodward (WWD) have what it takes to be a top stock pick for momentum investors? Let's find out.
WWD's Q2 performance is driven by strong Aerospace sales. Confident of navigating tariffs and current market conditions, it raises the lower end of sales and earnings guidance.
Woodward, Inc. (NASDAQ:WWD ) Q2 2025 Earnings Conference Call April 28, 2025 5:00 PM ET Company Participants Dan Provaznik - Director, IR Chip Blankenship - Chairman & CEO Bill Lacey - CFO Conference Call Participants Scott Deuschle - Deutsche Bank Scott Mikus - Melius Research David Strauss - Barclays Noah Poponak - Goldman Sachs Matthew Akers - Wells Fargo Christopher Glynn - Oppenheimer Michael Ciarmoli - Truist Securities Sheila Kahyaoglu - Jefferies Spencer Breitzke - TD Cowen Louis Raffetto - Wolfe Research Operator Thank you for standing by. Welcome to the Woodward, Inc. Second Quarter Fiscal Year 2025 Earnings Call.
While the top- and bottom-line numbers for Woodward (WWD) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Woodward (WWD) came out with quarterly earnings of $1.69 per share, beating the Zacks Consensus Estimate of $1.44 per share. This compares to earnings of $1.62 per share a year ago.
WWD's Q2 performance is likely to have benefited from growth in the Aerospace segment. The volatile on-highway natural gas truck business might have hurt it.
Evaluate the expected performance of Woodward (WWD) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Woodward (WWD) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Woodward (WWD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
The strong performance of WWD's Aerospace and core Industrial segments, combined with discounted valuation and shareholder returns, makes it a solid investment opportunity.
Woodward, Inc. is poised for growth in the aerospace sector, driven by strategic acquisitions and increasing defense needs, despite challenges in the industrial segment. The company expects aerospace sales to rise 6-13% by 2025, with strong margins, while industrial sales may decline due to energy transition and China's slowdown. Despite solid fundamentals, Woodward's stock is overvalued compared to industry peers, suggesting growth expectations are already priced in; recommend holding and waiting for a price correction.
WWD's momentum in Aerospace and core Industrial segments, along with discounted valuation and shareholder returns, makes it an attractive investment opportunity.