Moog beats Q1 revenue expectations, lifts annual sales, profit forecast

Moog

30/01/2026 13:04

Overview

Precision motion controls maker's fiscal Q1 revenue rose 21%, beating analyst expectations

Adjusted EPS for fiscal Q1 beat analyst expectations

Company raised full-year guidance for sales and adjusted EPS

Outlook

Moog raises FY 2026 net sales guidance to $4.3 bln from $4.2 bln

Moog raises FY 2026 adjusted EPS guidance to $10.20 from $10.00

Company maintains FY 2026 adjusted operating margin guidance at 13.4%

Result Drivers

STRONG SEGMENT GROWTH - Space and Defense sales rose 31% due to defense demand, while Commercial Aircraft sales increased 23% from higher production volumes and aftermarket activity

OPERATING MARGIN IMPROVEMENT - Operating margin increased 90 basis points, reflecting operational strength despite tariff pressures

BACKLOG INCREASE - Twelve-month backlog rose 30% to $3.3 bln, driven by demand in Commercial Aircraft and Space and Defense

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$1.1 bln
$983.76 mln (3 Analysts)
Q1 Adjusted EPS
Beat
$2.63
$2.21 (3 Analysts)
Q1 EPS
$2.46


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 $280.00, about 2.8% below its January 29 closing price of $288.00

The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nBwbdTfCRa

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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.)