Pulling SEC filings + quote and writing the call…

Woodward, Inc.
Next earnings Jul 27, 2026 (after close) · consensus $2.46 EPS, $1.12B rev
Last earnings -0.8% on 2026-04-29
High-quality aerospace/industrial compounder firing on all cylinders, but a ~60x P/E already prices in the good news.
Diluted EPS $7.19 · FY2025
Middling fundamentals and a rich price (~54% above fair value) leave little margin of safety — a wait-and-see.
Woodward is a genuinely strong business. FY2025 revenue grew 7.3% to $3.57B, the fifth straight year of growth (from $2.25B in FY2021), while net income jumped 18.5% to $442M and diluted EPS rose 19.6% to $7.19. Margins are expanding (net margin 12.4% vs 11.2% in FY2024; gross margin 26.8% vs 26.4%), ROE is a healthy 17.2%, and the balance sheet is getting stronger as management pays down debt — long-term debt fell 19.8% to $457M and total liabilities dropped 5.9%, leaving liabilities/equity at a conservative 0.80x with $327M cash and ~$894M of undrawn credit availability. Operating cash flow of $471M comfortably covers $131M of capex and $173M of buybacks. This is a deleveraging, cash-generative compounder.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.25B | $2.38B | $2.91B | $3.32B | $3.57B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $209M | $172M | $232M | $373M | $442M |
| Diluted EPS | $3.18 | $2.71 | $3.78 | $6.01 | $7.19 |
| Net margin | 9.3% | 7.2% | 8.0% | 11.2% | 12.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0000108312, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 7:06:46 PM.
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Last 90 days: 0 open-market buys · 8 sales
| 2026-06-04 | Korte Daniel G. Director | Exercise | 3.50K @ $70.39 | $246K |
| 2026-06-04 | Korte Daniel G. Director | Exercise | 6.00K @ $78.97 | $474K |
| 2026-06-04 | Korte Daniel G. Director | Exercise | 5.20K @ $79.81 | $415K |
| 2026-06-04 | Korte Daniel G. Director | Sell | 3.09K @ $354.77 | $1.09M |
| 2026-06-04 | Korte Daniel G. Director | Sell | 3.66K @ $355.56 | $1.30M |
| 2026-06-04 | Korte Daniel G. Director | Sell | 5.42K @ $356.61 | $1.93M |
| 2026-06-04 | Korte Daniel G. Director | Sell | 2.53K @ $357.11 | $905K |
| 2026-05-20 | Bem Karrie M. EVP, Gen Counsel & Corp Sec | Sell | 185.00 @ $355.00 | $65.7K |
| 2026-05-18 | Bem Karrie M. EVP, Gen Counsel & Corp Sec | Sell | 185.00 @ $352.48 | $65.2K |
| 2026-05-15 | Bem Karrie M. EVP, Gen Counsel & Corp Sec | Sell | 279.00 @ $361.44 | $101K |
| 2026-05-14 | Bem Karrie M. EVP, Gen Counsel & Corp Sec | Sell | 280.00 @ $372.66 | $104K |
| 2026-03-10 | Blankenship Charles P Chairman of the Board and CEO | Exercise | 2.63K @ $83.24 | $219K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1042 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.