Moog (NYSE:MOG.A) Issues Quarterly Earnings Results

Moog (NYSE:MOG.A) posted its quarterly earnings data on Friday. The aerospace company reported $3.72 EPS for the quarter, beating the consensus estimate of $2.66 by $1.06, FiscalAI reports. Moog had a net margin of 6.83% and a return on equity of 16.11%. The firm had revenue of $1.12 billion during the quarter. During the same quarter last year, the business posted $2.37 EPS. The company’s quarterly revenue was up 15.2% on a year-over-year basis.

Here are the key takeaways from Moog’s conference call:

• Record third-quarter performance: Sales rose 15% year over year to $1.1 billion, while adjusted EPS increased 60% to $3.72. Free cash flow reached $133 million, and the 12-month backlog grew 23%.
• Moog raised fiscal 2026 guidance, including a $50 million increase to sales, adjusted operating margin of 14.1%, adjusted EPS of $11.65 ± $0.10, and free-cash-flow conversion of approximately 70%.
• Demand remains strong across key markets: Defense sales benefited from missile controls and space vehicles, commercial aerospace from original-equipment and aftermarket activity, and industrial sales from energy, medical devices, and data-center cooling.
• Data-center cooling pump revenue is expected to approach $100 million in fiscal 2026, up from roughly $25 million in fiscal 2025, with additional production lines and a next-generation product planned for fiscal 2027.
• Results and guidance benefited materially from a $30 million tariff refund and tax adjustments, including roughly $0.70 of quarterly EPS from the tariff recovery; management said underlying operating performance still improved, but the benefits are largely nonrecurring.

Moog Stock Down 7.3%

Shares of NYSE:MOG.A opened at $388.49 on Friday. The stock’s 50-day moving average is $395.46 and its 200 day moving average is $340.03. The company has a market cap of $12.31 billion, a PE ratio of 33.04 and a beta of 0.96. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.68 and a quick ratio of 1.12. Moog has a 1 year low of $185.62 and a 1 year high of $430.52.

Analyst Ratings Changes

Several research firms have recently weighed in on MOG.A. TD Cowen raised their price objective on shares of Moog from $350.00 to $450.00 and gave the company a “buy” rating in a research report on Wednesday, June 10th. JPMorgan Chase & Co. began coverage on shares of Moog in a research report on Monday, July 20th. They issued an “overweight” rating and a $520.00 target price for the company. Finally, Truist Financial raised Moog to a “strong-buy” rating in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating and two have assigned a Buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $485.00.

Insider Buying and Selling

In related news, Director John Scannell sold 3,000 shares of Moog stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $373.58, for a total value of $1,120,740.00. Following the sale, the director owned 33,540 shares in the company, valued at $12,529,873.20. The trade was a 8.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Janet M. Coletti sold 604 shares of the business’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $379.66, for a total transaction of $229,314.64. Following the transaction, the director directly owned 6,145 shares in the company, valued at approximately $2,333,010.70. The trade was a 8.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.46% of the stock is currently owned by company insiders.

About Moog

Moog Inc designs, manufactures, and integrates precision motion and fluid controls and controls systems for original equipment manufacturers and end users in the aerospace, defense, and industrial markets worldwide. The company's Aircrafts Controls segment offers primary and secondary flight controls for military and commercial aircrafts; aftermarket support services; and ground-based navigation aids. Its Space and Defense Controls segment provides controls for satellites, space vehicles, launch vehicles, armored combat vehicles, tactical and strategic missiles, security and surveillance, and other defense applications; and gun aiming, stabilization, and automatic ammunition loading for armored combat vehicles.