Aerospace and defense company Woodward (NASDAQ:WWD) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 8% year on year to $915.4 million. The company expects the full year’s revenue to be around $3.49 billion, close to analysts’ estimates. Its non-GAAP loss of $0 per share was significantly below analysts’ consensus estimates.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems confused about where we could go next.
This uncertainty has led to a flat return for the industry over the past six months while the S&P 500 was up 4.1%.
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains.
This unpredictability can shake out even the most experienced investors.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
The stocks featured in this article have all approached their 52-week highs.
When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages.
Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems to be baking in a prolonged downturn
as the industry has shed 6.6% over the past six months. This drop was worse than the S&P 500’s 1% loss.
Aerospace and defense company Woodward (NASDAQ:WWD) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 5.8% year on year to $883.6 million. The company’s full-year revenue guidance of $3.44 billion at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $1.69 per share was 15.1% above analysts’ consensus estimates.
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains.
This unpredictability can shake out even the most experienced investors.
Aerospace and defense company Woodward (NASDAQ:WWD) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 5.8% year on year to $883.6 million. The company’s full-year revenue guidance of $3.44 billion at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $1.69 per share was 15.4% above analysts’ consensus estimates.
Woodward has been treading water for the past six months, recording a small return of 3.4% while holding steady at $170.57. However, the stock is beating the S&P 500’s 10% decline during that period.
