Moog (NYSE:MOG.A) Releases Quarterly Earnings Results, Beats Expectations By $1.06 EPS

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

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 Performance

NYSE MOG.A traded down $30.76 during trading hours on Friday, hitting $388.49. The company’s stock had a trading volume of 669,999 shares, compared to its average volume of 266,793. The company has a market cap of $12.31 billion, a P/E ratio of 43.70 and a beta of 0.96. Moog has a 12 month low of $185.62 and a 12 month high of $430.52. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.68 and a quick ratio of 1.12. The company’s 50 day simple moving average is $395.46 and its two-hundred day simple moving average is $340.03.

Insiders Place Their Bets

In related news, Director Janet M. Coletti sold 604 shares of Moog stock in a transaction on Wednesday, June 10th. The stock was 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John Scannell sold 3,000 shares of the stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $373.58, for a total value of $1,120,740.00. Following the completion of the sale, the director owned 33,540 shares of the company’s stock, valued at $12,529,873.20. The trade was a 8.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.46% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. TD Cowen upped their target price on Moog from $350.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 10th. Truist Financial upgraded Moog to a “strong-buy” rating in a research note on Friday, May 1st. Finally, JPMorgan Chase & Co. started coverage on Moog in a research note on Monday, July 20th. They issued an “overweight” rating and a $520.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating and two have issued a Buy rating to the company. According to MarketBeat.com, Moog has a consensus rating of “Buy” and an average price target of $485.00.

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.