MOOG INC. — Form 8-K
Filed July 31, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Moog reported Q3 2026 net sales of $1.12B (+15% YoY), operating margin 15.8% (+430 bps), and diluted EPS $4.74 (+159%). Key drivers: $30M IEEPA tariff refund claims (270 bps margin benefit), strong defense/space/commercial aircraft demand, and Industrial segment growth in data center cooling pumps. FY2026 guidance raised: net sales $4.4B (from $4.3B), adjusted operating margin 14.1% (from 13.4%), adjusted EPS $11.65 (from $10.60). 12-month backlog up 23% to $3.3B. Free cash flow $133M in Q3.
Why this rating
Strong operational results and guidance raise confirm momentum in core defense/aerospace markets; $30M tariff refunds are non-recurring but boost reported numbers. Relative to $5.4B market cap, FY guidance increase ~$1B sales (~2.3%) and EPS raise ~10% are material, though partially tariff-driven.
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