Defense technology firm Moog beats Q4 sales  estimates

Moog

21/11/2025 13:04

Overview

Moog Q4 2025 sales beat analyst expectations, driven by strong segment performance

Adjusted EPS for Q4 2025 exceeds analyst expectations, reflecting operational strength

Company issues strong fiscal 2026 guidance, anticipating record sales and margin expansion

Outlook

Moog expects fiscal 2026 sales to reach $4.2 bln, up from $3.9 bln in 2025

Moog forecasts fiscal 2026 operating margin at 13.4%, up from 11.6% in 2025

Moog projects fiscal 2026 diluted EPS to be $10.00, compared to $7.33 in 2025

Moog aims for 60% free cash flow conversion in fiscal 2026, up from 46% in 2025

Result Drivers

RECORD SALES - Sales increased to over $1 bln, driven by record sales in Space and Defense, Military Aircraft, and Commercial Aircraft segments

MARGIN IMPROVEMENT - Operating margin improved due to stronger performance and lower simplification charges

FREE CASH FLOW - Record free cash flow driven by customer advances

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$1.05 bln
$963.09 mln (3 Analysts)
Q4 Adjusted EPS
Beat
$2.56
$2.22 (3 Analysts)
Q4 EPS
$2.01
Q4 Adjusted Operating Margin
13.70%
Q4 Operating Margin
11.90%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the aerospace & defense peer group is "buy"

Wall Street's median 12-month price target for Moog Inc is $230.00, about 13.7% above its November 20 closing price of $198.57

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nBw7TntN9a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)