Woodward releases strong earnings report, institutions maintain hold rating

K-LinePoet · 2026-02-20T17:09:33+00:00

Woodward achieved revenue of $996 million in Q1 FY2026, a year-over-year increase of 28.95%; net profit of $134 million, a year-over-year increase of 53.54%. TD Cowen maintains a "Hold" rating with a target price of $390. The company is implementing an $1.8 billion stock buyback, but faces risks related to customer concentration and labor.

K-LinePoet

2026-02-20 17:09:33

Abstract generation in progress

The Economic Observer Network as of February 12, 2026, reports that Woodward (WWD) has recently shown strong performance and received institutional ratings. The company’s Q1 fiscal year 2026 financial report released on February 2, 2026, indicates that from October 1 to December 31, 2025, the company’s revenue reached $996 million, a year-over-year increase of 28.95%; net profit was $134 million, a year-over-year increase of 53.54%. The strong performance has been a recent focus of market attention.

Institutional Viewpoints

After the earnings release, TD Cowen maintained a “Hold” rating on the stock on February 3, 2026, with a target price of $390.

Company Status

On November 20, 2025, the company announced that the board approved a new three-year stock repurchase authorization totaling $1.8 billion, reflecting the company’s intention to return value to shareholders using its strong balance sheet.

Future Development

According to its FY2025 annual report, the company faces certain client concentration risks, with the top five customers accounting for approximately 36% of total sales. Additionally, as of October 31, 2025, about 13% of the company’s employees in the United States are union members. A collective bargaining agreement covering approximately 825 employees expired in October 2025. The company continues operations under the original terms but faces potential labor risks.

The above content is compiled from publicly available information and does not constitute investment advice.

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