Moog Inc. ( MOG.A ) Q4 2025 Earnings Call November 21, 2025 10:00 AM EST Company Participants Aaron Astrachan - Director of Investor Relations Patrick Roche - President, CEO & Director Jennifer Walter - Executive VP & CFO Conference Call Participants Jonathan Tanwanteng - CJS Securities, Inc. Michael Ciarmoli - Truist Securities, Inc., Research Division George Bancroft - Gabelli ETFs Trust - Ga...
Moog remains a Buy due to its long-term growth prospects despite near-term pressures from tariffs and delayed production ramp-ups. Q4 2025 revenue is expected to grow 5% year-over-year, with analysts revising estimates upward and Moog maintaining a strong record of beating revenue expectations. Tariff impacts and slower commercial aircraft production are transitory, while participation in major...
Moog faces ongoing tariff headwinds and single aisle delivery delays, but these are transient and mitigation efforts are maturing. Q3 2025 results were solid: 7% sales growth, margin expansion, and an EPS beat, driven by strong defense and aftermarket commercial sales. Despite uninspiring guidance and weaker free cash flow, Moog's long-term prospects in defense and commercial aerospace remain b...
Moog Inc. (NYSE:MOG.A ) Q3 2025 Earnings Conference Call July 25, 2025 10:00 AM ET Company Participants Aaron Astrachan - Director of Investor Relations Jennifer Walter - Executive VP & CFO Patrick J. Roche - President, CEO & Director Conference Call Participants Gautam J.
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