MOG-B MOOG INC.

BULLISH Impact: 8/10 8-K
Horizon immediate Filed Apr 24, 2026 Processed 1mo ago SEC 0001628280-26-027030
8-K Item 2.02: Earnings release
Latest settled — T+20d
MOG-B ▼ -1.41% at T+20d
LONG call ✗ call lost -1.41% · α vs SPY -5.43% · entry $321.70 → $317.18
Next anchor: T+60d in 5w
Last close $399.52 (close Jun 12) · +24.19% from $321.70 entry
Entry anchored
Apr 24, 2026
via day open
T+1d
+0.09%
call +0.09% · α -0.07%
$322.00
settled 7w ago
T+5d
-2.53%
call -2.53% · α -3.44%
$313.56
settled 6w ago
T+20d
-1.41%
call -1.41% · α -5.43%
$317.18
settled 24d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

Moog Inc. reported strong second-quarter results with 13% revenue growth and a 49% increase in diluted EPS to $2.55, beating consensus. The company raised full-year adjusted EPS guidance to $10.60 and declared a $0.30 per share dividend. Backlog increased 33% to a record $3.3 billion.

Key Financial Metrics

Free Cash Flow
$97.8M

Actionable Insight

The strong beat and raised guidance, combined with record backlog, signal robust demand across defense, aerospace, and industrial segments. Monitor free cash flow conversion, which improved to 116% this quarter but may normalize in H2.

Key Facts

  • Q2 revenue of $1.052 billion, up 13% YoY, beat consensus of $1.06 billion by 0.2%
  • Diluted EPS of $2.55, up 49% YoY, beat consensus of $2.43 by 4.9%
  • Adjusted operating margin improved 140 bps to 13.1%
  • Twelve-month backlog increased 33% to a record $3.3 billion
  • Raised full-year adjusted EPS guidance to $10.60 from $10.20
  • Declared quarterly dividend of $0.30 per share

Financial Impact

Revenue $1.052B (+13% YoY), EPS $2.55 (+49% YoY), raised full-year EPS guidance by $0.40

revenueepsoperating_marginbacklogguidancedividend

Risk Factors

  • Tariff pressure noted as an offset to operational performance
  • Guidance raise is for adjusted EPS only; full GAAP outlook not updated

Market Snapshot

Exchange
NYSE
Sector
Misc Industrial & Commercial Machinery & Equipment

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-027030
Exhibit: ex992-42426.htm0001628280-26-027030
Document: mog-20260424.htm0001628280-26-027030
Document: 0001628280-26-027030-index-headers.html0001628280-26-027030
Document: 0001628280-26-027030-index.html0001628280-26-027030
Document: 0001628280-26-027030.txt0001628280-26-027030
8-K Data (Synthetic)0001628280-26-027030
2 reports for MOG-B
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Reports for MOG-B — sortable, filterable
Type Now
Apr 24, 2026
7w ago
8-K
BULLISH ★ 8/10
$321.70 $317.18▼ −1.41%▼ −5.43%$399.52 (+24.19%)
Apr 3, 2026
10w ago
8-K
NEUTRAL ★ 4/10
$298.21 $301.67▲ +1.16%▼ −7.82%$399.52 (+33.97%)
Showing 2 of 2

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