Moog Inc raises FY25 adjusted EPS view to $8.25 from $8.20, consensus $8.18

Raises FY25 revenue view to $3.8B from $3.7B, consensus $3.71B. Sees FY25 adjusted operating margin 12.8%. Sees FY25 free cash flow conversion 20%-50%. “We are increasing our sales guidance from 90 days ago based on the strength of the business. We are updating our adjusted operating margin guidance to reflect the expected pressures associated with tariffs and the underlying strength in our business. We are also moderating our free cash flow guidance based on working capital needs to support our elevated growth,” said Jennifer Walter, CFO. “We’re on track to close out a record year for sales in 2025. Our business is strong, and we’re continuing to expand our operating margin and generate an increasing level of free cash flow.”