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.
Price Chart
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
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
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
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-027030 |
| Exhibit: ex992-42426.htm | 0001628280-26-027030 |
| Document: mog-20260424.htm | 0001628280-26-027030 |
| Document: 0001628280-26-027030-index-headers.html | 0001628280-26-027030 |
| Document: 0001628280-26-027030-index.html | 0001628280-26-027030 |
| Document: 0001628280-26-027030.txt | 0001628280-26-027030 |
| 8-K Data (Synthetic) | 0001628280-26-027030 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Apr 24, 2026 26w ago | 8-K | $321.70 $395.72 | ▲ +23.01% | ▲ +17.93% | $354.57 (+10.22%) |
Apr 3, 2026 29w ago | 8-K | $298.21 $423.82 | ▲ +42.12% | ▲ +28.65% | $354.57 (+18.90%) |
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