• Reported GAAP EPS of $2.23 up 51.70% YoY • Reported revenue of $996.45M up 28.95% YoY • Woodward is raising its fiscal 2026 sales growth guidance to 14% to 18% and EPS guidance to $8.20 to $8.60, based on strong first quarter performance.
Bullish
Woodward delivered strong first quarter 2026 performance with broad-based sales and earnings growth across segments, driven by strong demand and disciplined execution, leading to margin expansion.
Bearish
Woodward's segment earnings growth was partially offset by inflation and strategic investments, while nonsegment expenses increased significantly; global economic uncertainty and supply chain risks persist.