Woodward Inc reported a remarkable 16% growth in net sales for Q4 2025, reaching $995 million, significantly exceeding expectations. The company's net earnings soared to $138 million, a 66% increase from the previous year, with earnings per share (EPS) at $2.23.
The strong performance was driven by robust demand in the aerospace and industrial markets, with management providing an optimistic forecast for FY 2026, anticipating further growth in revenue and earnings. The company also announced a $1.8 billion share repurchase program, enhancing shareholder value.
Overall, the positive financial results and strategic initiatives have positioned Woodward Inc favorably in the market, contributing to its stock price surge and reaching a new 52-week high.
Wall Street analysts forecast WWD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WWD is 360.00 USD with a low forecast of 329.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
Wall Street analysts forecast WWD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WWD is 360.00 USD with a low forecast of 329.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 325.940
Low
329.00
Averages
360.00
High
400.00
Current: 325.940
Low
329.00
Averages
360.00
High
400.00
Goldman Sachs
Buy
maintain
$329 -> $362
2026-01-20
Reason
Goldman Sachs
Price Target
$329 -> $362
AI Analysis
2026-01-20
maintain
Buy
Reason
Goldman Sachs raised the firm's price target on Woodward to $362 from $329 and keeps a Buy rating on the shares. Goldman expects Woodward to continue outpacing industry aftermarket growth, continue seeing strong defense growth, benefit from the IGT build-out, and have an inflection aerospace OE, the analyst tells investors in a research note.
Jefferies
Sheila Kahyaoglu
Buy
maintain
$350 -> $375
2026-01-16
Reason
Jefferies
Sheila Kahyaoglu
Price Target
$350 -> $375
2026-01-16
maintain
Buy
Reason
Jefferies analyst Sheila Kahyaoglu raised the firm's price target on Woodward to $375 from $350 and keeps a Buy rating on the shares. The firm tweaks quarterly seasonality with Q1 EPS to $1.69 but FY26 adjusted EPS unchanged at $7.80. Jefferies expects FY26 segments reaffirmed with Q1 typically "wait and see" if growth upside can sustain in commercial aftermarket and Industrial Power Generation.
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Truist
Buy
upgrade
$305 -> $366
2026-01-09
Reason
Truist
Price Target
$305 -> $366
2026-01-09
upgrade
Buy
Reason
Truist raised the firm's price target on Woodward to $366 from $305 and keeps a Buy rating on the shares. Despite a strong 2025, the Aerospace & Defense sector remains broadly bullish for 2026, with rising aircraft production and sustained aftermarket demand supporting both OE and AM segments, the analyst tells investors in a research note. Defense may see fewer catalysts, but recapitalization, geopolitical tensions, and replenishment needs should sustain demand, making stock selection critical amid elevated valuations, particularly for SMID defense tech names, the firm adds.
Melius Research
Scott Mikus
Hold
to
Buy
upgrade
2026-01-05
Reason
Melius Research
Scott Mikus
Price Target
2026-01-05
upgrade
Hold
to
Buy
Reason
Melius Research analyst Scott Mikus upgraded Woodward to Buy from Hold.
About WWD
Woodward, Inc. designs, manufactures, and services energy conversion and control solutions for the aerospace and industrial equipment markets. The Company’s segments include Aerospace and Industrial. The Aerospace segment offers fuel controls and airframe solutions for commercial, defense, business and general aviation. It offers aircraft engine controls, actuation and control systems, flight deck controls, and space and defense solutions. Its aircraft engine controls include fuel control systems, fuel injection and ignition systems, engine actuation systems, and air management. Its actuation and control systems include electromechanical actuation, hydraulic actuation, precision motors, and thrust reverser actuation systems. Its Industrial segment offers control solutions for reliable and clean power generation and control solutions for critical equipment in a decarbonized world. Its products include easYgen-3000XT and Aeroderivative Gas Turbine Gas Fuel Valves.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
