Moog Inc. designs, manufactures, and integrates precision motion and fluid controls and control systems for original equipment manufacturers and end users in the aerospace, defense, and industrial markets. It operates through four segments: Space and Defense, Military Aircraft, Commercial Aircraft, and Industrial. The company was formerly known as Moog Valve Company, was incorporated in 1951, and is headquartered in East Aurora, New York.
Moog Heads Into Earnings Spotlight With Stock Up 31.67% Over 90 Days
Moog is set to report earnings on July 31, 2026, drawing attention after a history of earnings surprises and a positive Earnings ESP. The stock has rallied to $402.91, delivering a 90-day return of 31.67% and a one-year total shareholder return of 113.48%. A widely followed fair value estimate places the shares at $387.25, suggesting the stock is about 4% overvalued, though bulls point to a strong defense backlog and growth in higher-margin automation and medical segments. Risks include tariff-related cost pressures and free cash flow conversion challenges.
StockStory flags Moog, Goldman Sachs, and Autoliv as profitable but risky
StockStory identified Moog, Goldman Sachs, and Autoliv as profitable companies that warrant caution due to competitive and financial headwinds. Moog, with a 9.4% operating margin, saw its free cash flow margin shrink by 6.6 percentage points over five years and posted low returns on capital. Goldman Sachs, despite a 38.2% operating margin, recorded annual revenue growth of just 2.5% and EPS growth of 3.1% over five years, with tangible book value per share rising only 5.9% annually over two years. Autoliv, at a 9.7% operating margin, reported 1.8% annual revenue growth over two years, a 1.4% sales growth forecast, and a 17.9% gross margin reflecting high production costs.
Moog Inc. and PONAR Wadowice S.A. Sign MOU for European Aerospace and Defense Collaboration
Moog Inc. has signed a memorandum of understanding with Poland's PONAR Wadowice S.A. to establish a framework for future collaboration on hydraulic and electro-hydrostatic actuation systems for defense and military aerospace applications. The agreement, signed in Krakow, aims to strengthen U.S.-Polish cooperation and advance aerospace and defense capabilities across Europe, including aviation test equipment and related hardware for Poland's security forces and other European customers. Moog designs and integrates precision motion and fluid controls for aerospace, defense, and industrial markets, and its stock has gained 75% year-to-date as of June 29.
Aerospace & Aviation › Avionics & Aircraft Systems Competition
MOG-A · Demand · Positive MOU with PONAR Wadowice for hydraulic actuation systems for European defense and aerospace applications expands customer base and future revenue.
PONAR Wadowice S.A. · Demand · Positive MOU with Moog Inc. to collaborate on hydraulic actuation systems for European defense and aerospace, enhancing its market position.
Kratos identified as high-flying stock worth watching, Moog and West Pharmaceutical face challenges
StockStory highlights Kratos as a high-flying stock worth watching, while Moog and West Pharmaceutical Services face uphill battles. Kratos, trading at $48.37 per share with a forward P/E of 64.5x, posted average organic revenue growth of 14.6% over the past two years and expects 29.9% growth in the next 12 months, with earnings per share compounding at 15.8% annually. Moog, at $403.45 per share and a 42.7x forward P/E, saw muted 4.9% annual revenue growth over five years and a shrinking free cash flow margin. West Pharmaceutical Services, at $341.42 per share and a 38.6x forward P/E, reported 4.9% annual sales growth over two years and a declining adjusted operating margin.
Moog and Rocket Lab lead aerospace Q2 earnings beats as sector outperforms
Aerospace stocks delivered a very strong second quarter, with the 16 companies tracked by StockStory beating revenue estimates by 2.1% on average and issuing next-quarter guidance 5.6% above consensus. Moog reported revenues of $969.6 million, up 6.1% year on year and exceeding expectations by 5.7%, while Rocket Lab posted the fastest revenue growth among peers at 63.5% to $200.3 million and raised guidance the most. HEICO achieved the biggest analyst estimate beat with revenues of $1.38 billion, up 25.3% and surpassing forecasts by 9.9%. AerSale was the weakest performer, missing revenue estimates by 18.9% with $70.61 million. Share prices across the group have risen 17.1% on average since the latest earnings results.
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