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Moog Inc (MOG.A)
NYSE:MOG.A
Earnings Data
Report Date
Apr 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.36Last Year’s EPS
1.92Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a clearly positive operational and financial picture: strong, broad-based revenue growth (21% YoY), record segment sales and backlog expansion, meaningful EPS and margin improvement, and an upwardly revised full-year outlook. Management acknowledged near-term headwinds — primarily tariff-related margin pressure, working capital/inventory-driven negative free cash flow in Q1, and a small set of charges — but provided active mitigation plans (supply-chain changes, supplier agreements, tariff route optimization) and confidence in cash flow improvement and capacity planning for defense and data-center demand. On balance the favorable growth, margin progress, backlog/bookings momentum and guidance raise outweigh the short-term cash and tariff challenges.Company Guidance
Strong Top-Line Growth
Q1 sales of $1.1 billion, up 21% year-over-year; management called it a record quarter with record sales in all segments.
Record Segment Performance and Backlog Expansion
12-month backlog increased by 30% (record level). Notable bookings and awards included over $1 billion in Commercial Aircraft orders, a >$100 million PAC-3 missile order, >$100 million space vehicle (Meteor) order, and >$50 million in additional missile orders.
Strong Earnings and Margin Improvement
Adjusted operating margin of 13.0% in Q1, up 90 basis points year-over-year (220 bps ex-tariff pressure). Adjusted EPS of $2.63, up 37% year-over-year.
Segment Revenue Strength (Q1)
Space & Defense sales $324M, up 31% YoY; Commercial Aircraft $268M, up 23% YoY; Military Aircraft $247M, up 16% YoY; Industrial $261M, up 14% YoY.
Raised Full-Year Guidance
Updated FY2026 guidance: higher sales and adjusted EPS (FY EPS guidance increased to $10.20 ± $0.20, up $0.20 from prior guide); adjusted operating margin guidance maintained at 13.4% (a 40 bps increase over FY25); free cash flow conversion targeted at ~60%.
Positive Cash/Balance Sheet Metrics
Leverage at 2.0x at quarter end (low end of 2-3x target range); management expects to generate at least as much free cash flow in Q2 as was used in Q1 and to improve free cash flow conversion over the year.
Operational Wins and Customer Recognition
Received BAE Systems Gold Supplier of the Year (100% quality and 100% on-time delivery) and Glassdoor 'Best Places to Work' recognition; cited several contract wins tied to operational performance.
Growing End-Market Opportunities and Capacity Planning
Missiles business >$200M in 2025, growing ~20% annually and expected to top $250M in 2026; data center cooling pumps business ~ $25M in 2025 and expected to double in 2026 with production ramp (200/week → 500/week in 2025, additional line being added).
MOG.A Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MOG.A Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 30, 2026 | $288.00 | $305.35 | +6.02% |
Nov 21, 2025 | $198.33 | $214.51 | +8.16% |
Jul 25, 2025 | $185.34 | $182.06 | -1.77% |
Apr 25, 2025 | $168.15 | $167.79 | -0.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Moog Inc (MOG.A) report earnings?
Moog Inc (MOG.A) is schdueled to report earning on Apr 24, 2026, Before Open (Confirmed).
What is Moog Inc (MOG.A) earnings time?
Moog Inc (MOG.A) earnings time is at Apr 24, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MOG.A EPS forecast?
MOG.A EPS forecast for the fiscal quarter 2026 (Q2) is 2.36.