Long-Term Defense Backlog And Space Programs Will Support Powerful Future Upside

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

10 Jun 26

Updated

10 Sep 26

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Shared on 10 Sep 26

Fair value Increased 16%

MOG.A: Aerospace And Defense Exposure Will Drive Future Upside Potential

Moog is leaning harder into aerospace and defense as analysts lift their expectations and point to stronger order visibility after recent results. New factory capacity and a raised outlook suggest the company is preparing for higher demand, but the market now expects a lot to go right.

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Fair Value vs Share Price

US$520

vs US$355.6331.6% undervalued

7.7%

Revenue growth

7.4%

Profit margin

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Company analysis

Flawless balance sheet with solid track record.

Market capUS$11.4b

PB5.1x

Estimated Growth7.0%

Dividend Yield0.3%

Full analysis

CEO & management

Patrick Roche

CEO

3.5yrs

CEO Tenure

Designs, manufactures, and integrates precision motion and fluid controls and controls systems for original equipment manufacturers and end users in the aerospace, defense, and industrial markets in the United States, Germany, and internationally.