Woodward narrows FY25 adjusted EPS view to $5.95-$6.25 from $5.85-$6.25

Consensus $6.18. Narrows FY25 revenue view to $3.38B-$3.5B from $3.3B-$2.5B, consensus $3.4B. Sees FY25 capital expenditures $115M. Sees FY25 free cash flow $350M-$400M. The company said, “Woodward (WWD) is raising the low end of its sales and Adjusted EPS guidance while reaffirming the other elements of its full-year outlook. This updated guidance reflects strong year-to-date performance and the expected impact of announced tariffs. The Company’s revised guidance does not incorporate potential effects from further escalation of announced tariff levels, significant changes in customer demand, or recession in the U.S. or globally.”