Winners And Losers Of Q4: Woodward (NASDAQ:WWD) Vs The Rest Of The Aerospace Stocks

April 11, 2025 at 05:14 AM EDT

WWD Cover Image

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how aerospace stocks fared in Q4, starting with Woodward (NASDAQ: WWD).

Aerospace companies often possess technical expertise and have made significant capital investments to produce complex products. It is an industry where innovation is important, and lately, emissions and automation are in focus, so companies that boast advances in these areas can take market share. On the other hand, demand for aerospace products can ebb and flow with economic cycles and geopolitical tensions, which can be particularly painful for companies with high fixed costs.

The 15 aerospace stocks we track reported a mixed Q4. As a group, revenues along with next quarter’s revenue guidance were in line with analysts’ consensus estimates.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.8% since the latest earnings results.

Woodward (NASDAQ: WWD)

Initially designing controls for water wheels in the early 1900s, Woodward (NASDAQ: WWD) designs, services, and manufactures energy control products and optimization solutions.

Woodward reported revenues of $772.7 million, down 1.8% year on year. This print was in line with analysts’ expectations, but overall, it was a slower quarter for the company with a significant miss of analysts’ adjusted operating income estimates and a slight miss of analysts’ organic revenue estimates.

“We’re pleased with our strong start to 2025, as our first quarter results were in line with our expectations. Our Aerospace segment performed well with growth in both sales and margin despite a pause in deliveries for some Boeing product lines and a reduced delivery rate in others,” said Chip Blankenship, Chairman and Chief Executive Officer.

Unsurprisingly, the stock is down 11.2% since reporting and currently trades at $166.97.

Read our full report on Woodward here, it’s free.

Best Q4: Moog (NYSE: MOG.A)

Responsible for the flight control actuation system integrated in the B-2 stealth bomber, Moog (NYSE: MOG.A) provides precision motion control solutions used in aerospace and defense applications

Moog reported revenues of $910.3 million, up 6.2% year on year, outperforming analysts’ expectations by 5.3%. The business had a satisfactory quarter with an impressive beat of analysts’ adjusted operating income estimates.

The stock is down 24.3% since reporting. It currently trades at $158.86.

Is now the time to buy Moog? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Boeing (NYSE: BA)

One of the companies that forms a duopoly in the commercial aircraft market, Boeing (NYSE: BA) develops, manufactures, and services commercial airplanes, defense products, and space systems.

Boeing reported revenues of $15.24 billion, down 30.8% year on year, falling short of analysts’ expectations by 6.4%. It was a disappointing quarter as it posted a significant miss of analysts’ adjusted operating income estimates.

Boeing delivered the slowest revenue growth in the group. As expected, the stock is down 11.9% since the results and currently trades at $154.30.

Read our full analysis of Boeing’s results here.

Textron (NYSE: TXT)

Listed on the NYSE in 1947, Textron (NYSE: TXT) provides products and services in the aerospace, defense, industrial, and finance sectors.

Textron reported revenues of $3.61 billion, down 7.2% year on year. This result lagged analysts' expectations by 5.9%. It was a slower quarter as it also recorded full-year EPS guidance missing analysts’ expectations and a significant miss of analysts’ organic revenue estimates.

The stock is down 20.7% since reporting and currently trades at $64.39.

Read our full, actionable report on Textron here, it’s free.

Redwire (NYSE: RDW)

Based in Jacksonville, Florida, Redwire (NYSE: RDW) is a provider of systems and components used in space infrastructure.

Redwire reported revenues of $69.56 million, up 9.6% year on year. This number missed analysts’ expectations by 6.7%. More broadly, it was a mixed quarter as it also logged full-year EBITDA guidance exceeding analysts’ expectations.

Redwire delivered the highest full-year guidance raise but had the weakest performance against analyst estimates among its peers. The stock is down 20.1% since reporting and currently trades at $9.

Read our full, actionable report on Redwire here, it’s free.

Market Update

The Fed’s interest rate hikes throughout 2022 and 2023 have successfully cooled post-pandemic inflation, bringing it closer to the 2% target. Inflationary pressures have eased without tipping the economy into a recession, suggesting a soft landing. This stability, paired with recent rate cuts (0.5% in September 2024 and 0.25% in November 2024), fueled a strong year for the stock market in 2024. The markets surged further after Donald Trump’s presidential victory in November, with major indices reaching record highs in the days following the election. Still, questions remain about the direction of economic policy, as potential tariffs and corporate tax changes add uncertainty for 2025.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

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