Moog Inc.

Moog Inc. Earnings Recaps

MOG-A Industrials 2 recaps
Q1 2026 Jan 30, 2026

Moog Inc. reported an outstanding first quarter for fiscal 2026, achieving over 20% revenue growth driven by record sales across all segments and a 30% increase in backlog.

Key takeaways
  • Adjusted operating margins improved year-over-year, contributing to record earnings per share.
  • Significant contract wins included over $1 billion in commercial aircraft orders and $100 million for the PAC-3 missile program, indicating strong future growth.
  • Recognition as BAE Systems' Gold Supplier of the Year underscores Moog's commitment to operational excellence.
  • A new Chief Strategy and Corporate Development Officer position was established to enhance business development and strategic alignment.
  • Strong market demand was noted in defense, commercial aerospace, and industrial sectors, bolstering optimism for future performance.
Q4 2025 Nov 23, 2025

Moog Inc. delivered a remarkable performance in Q4 FY2025, achieving record quarterly sales exceeding $1 billion, driven by robust demand across diverse markets and exceptional operational execution.

Key takeaways
  • Achieved record quarterly sales of over $1 billion, with a 36% increase in orders and a 20% rise in backlog year-over-year.
  • Recorded an all-time high adjusted operating margin and earnings per share (EPS) amid external tariff challenges.
  • Free cash flow improved significantly compared to the prior year, reflecting enhanced financial health and operational efficiency.
  • Strong growth projected in the Defense sector, supported by increased U.S. and NATO spending, alongside stable demand in Commercial Aerospace.
  • Ongoing strategic investments in employee training and community initiatives underpin long-term operational excellence and corporate responsibility.