Moog Gestione
Criteri Gestione verificati 4/4
Moog Il CEO è Pat Roche, nominato in Feb2023, e ha un mandato di 3.42 anni. la retribuzione annua totale è $ 8.40M, composta da 12.9% di stipendio e 87.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.15% delle azioni della società, per un valore di $ 19.76M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 11.5 anni.
Informazioni chiave
Pat Roche
Amministratore delegato
US$8.4m
Compenso totale
| Percentuale dello stipendio del CEO | 12.94% |
| Mandato del CEO | 3.4yrs |
| Proprietà del CEO | 0.1% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 11.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Nuova narrazione • Jun 25
Missile And Space Capacity Expansion Will Heighten Earnings Risk And Margin Pressure
Catalysts About Moog Moog is a motion control and systems supplier serving space and defense, commercial and military aircraft, and industrial markets. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione • Jun 18
MOG.A: Raised Multiple And C-UAS Progress Will Likely Prove Overly Optimistic
Analysts have lifted their price targets on Moog stock, with the average fair value estimate in this update moving from $328.25 to $353.25, citing company-specific margin efforts, cost structure, and expectations for high single-digit sales growth as key supports for the higher view. What’s in the News for Moog Moog and Echodyne reported results from the Operation Condor Rebirth exercise at Fort Hood, showing their combined radar, control systems, and AI setup detected, tracked, and engaged Group 1-3 small UAS threats in less than 3 seconds, using Moog’s modular weapons platform and Echodyne’s EchoShield radar.Articolo di analisi • Jun 17
Moog (MOG.A) Stock Could Be 22.3% Overvalued Despite Its Defense Growth Narrative
Moog (MOG.A) stock has drawn fresh attention after recent performance figures, prompting investors to reassess what the current share price implies about the company’s aerospace, defense, and industrial exposure. See our latest analysis for Moog. At a latest share price of $401.31, Moog’s recent 30 day share price return of 32.18% and year to date share price return of 60.61% sit alongside a 1 year total shareholder return of 129.61%. This suggests that momentum has been building over both...
Nuova narrazione • Jun 10
Long-Term Defense Backlog And Space Programs Will Support Powerful Future Upside
Catalysts About Moog Moog supplies motion control, actuation and related systems across space and defense, commercial and military aircraft, and industrial markets. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Jun 01
MOG.A: Defense Exercise Success And Index Changes Will Shape Steady Outlook
Analysts have modestly reduced their 12 month price target for Moog to $328.25, reflecting updated assumptions around the discount rate and a slightly lower future P/E multiple, while keeping fair value, revenue growth, and profit margin expectations broadly unchanged. What's in the News Echodyne and Moog reported successful testing of the Reconfigurable Integrated weapon Platform at a U.S. Army exercise, where their combined radar, control systems, and AI detected, tracked, and engaged small unmanned aerial systems in less than 3 seconds (source: Echodyne and Moog announcement).Aggiornamento della narrazione • May 14
MOG.A: Reaffirmed 2026 Guidance And Index Move Will Shape Balanced Outlook
Analysts have nudged their price target for Moog higher from $324.50 to $328.25, reflecting updated views on fair value, discount rate assumptions, and expected revenue growth, profit margin, and future P/E levels. What's in the News Moog reaffirmed earnings guidance for 2026, with expected net sales of $4.3 billion, matching its previous net sales guidance for the year (Corporate guidance).Aggiornamento della narrazione • Apr 22
MOG.A: Updated Guidance And Index Shift Will Shape Balanced 2026 Outlook
Analysts have raised their price target on Moog by $54, reflecting updated assumptions for discount rates, revenue growth, profit margins and future P/E. These changes keep the intrinsic value estimate near $324.50 per share.Seeking Alpha • Apr 20
Moog: This Quiet Defense Winner Still Has Upside
Summary Moog (MOG.A) continues to outperform the S&P 500, driven by resilient demand in aerospace, defense, and space markets. Despite appearing overvalued on median EV/EBITDA, I maintain a buy rating with a raised price target of $366.26, implying 13.5% upside. Moog’s improving free cash flow, reduced net debt leverage, and strong backlog visibility support robust multi-year growth expectations. I expect annual revenue growth of 8%, EBITDA margins near 15%, and free cash flow growth of 42%, with capital intensity tapering significantly. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 05
MOG.A: Rising Aircraft Production And Aftermarket Demand Will Drive 2025 Upside
Analysts have raised their price target on Moog to $290, an increase of $28, citing expectations for strong 2025 performance and ongoing support from rising aircraft production, sustained aftermarket demand, and continued defense recapitalization and replenishment needs. Analyst Commentary Recent research points to a more constructive view on Moog, with bullish analysts lifting price targets as they reassess the company against sector trends in commercial aerospace and defense.Aggiornamento della narrazione • Mar 21
MOG.A: FY26 Aircraft Production And Aftermarket Demand Will Support Upside
Analysts have lifted their price target on Moog by $54 to $290, citing expectations for rising aircraft production, sustained aftermarket demand, and ongoing defense recapitalization as key supports for the updated view. Analyst Commentary Recent research highlights a more constructive stance on Moog, with the higher price target linked to expectations around commercial aerospace and defense demand rather than any specific short term trading call.Aggiornamento della narrazione • Mar 06
MOG.A: FY26 Aircraft And Defense Demand Will Support Balanced Risk Reward
Analysts have raised their price target on Moog, increasing it by $54 to $290. This change reflects expectations for continued aircraft production growth and sustained demand in both original equipment and aftermarket segments, as well as ongoing defense recapitalization and replenishment needs.Aggiornamento della narrazione • Feb 19
MOG.A: FY26 Aircraft Demand And Defense Recapitalization Will Offset Tariff And Cash Risks
Narrative Update on Moog Analysts have raised their Moog price targets by $54 to $290. This reflects stronger confidence in the company’s multi year revenue and earnings outlook, supported by expected aircraft production growth, sustained aftermarket demand, and ongoing defense recapitalization needs.Aggiornamento della narrazione • Feb 05
MOG.A: FY26 Aircraft Demand And Cash Conversion Will Support Balanced Tariff Headwinds
Analysts have lifted their price target on Moog to about US$324.50 from roughly US$275.25, citing updated assumptions for slightly lower revenue growth, a higher profit margin profile, and a modestly higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to repeated price target increases as a sign that updated assumptions on revenue, margins, and P/E support a higher valuation framework for Moog.Aggiornamento della narrazione • Jan 20
MOG.A: FY26 Aircraft Demand And Cash Conversion Will Balance Tariff Headwinds
Analysts have lifted their price target on Moog to about $275 from roughly $256, citing stronger confidence in 2026 earnings potential, supported by positive sector views on aircraft production, resilient aftermarket demand, and management's longer term revenue and margin outlook. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets, now referenced as high as $290, as reflecting stronger confidence in Moog's ability to execute on its earnings plans into 2026.Articolo di analisi • Jan 06
Is Moog (NYSE:MOG.A) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Aggiornamento della narrazione • Jan 06
MOG.A: FY26 Outlook Aircraft Demand And Cash Conversion Will Shape Balanced Risk Profile
Analysts have lifted their price target on Moog to about $262, up from roughly $240, citing better than expected Q4 results, a stronger FY26 revenue and EPS outlook, and more reassuring free cash flow conversion than previously feared. Analyst Commentary Recent research updates give you a clearer view of how the Street is thinking about Moog today, especially after the latest Q4 print and refreshed FY26 outlook.Aggiornamento della narrazione • Dec 18
MOG.A: FY26 Outlook And Aircraft Demand Will Drive Balanced Risk Reward Profile
Analysts have lifted their fair value estimate for Moog to $256.50 from $243.00, citing stronger long term revenue growth expectations, a modestly lower discount rate, and confidence in management's above Street FY26 outlook despite margin and cash flow headwinds. Analyst Commentary Bullish analysts point to Moog's stronger than expected Q4 performance and management's FY26 outlook as key drivers behind recent price target increases.Aggiornamento della narrazione • Dec 04
MOG.A: Aircraft Demand And FY26 Outlook Will Support Balanced Upside-Risk Profile
Analysts have nudged their price target on Moog higher to about $243, reflecting stronger long term revenue growth expectations, a modestly richer future earnings multiple, and confidence in the company’s above consensus FY26 outlook despite margin headwinds and only moderate improvement in free cash flow conversion. Analyst Commentary Recent Street research reflects a generally constructive stance on Moog, with higher price targets anchored in improving growth visibility and a more confident multi year earnings outlook.Aggiornamento della narrazione • Nov 19
MOG.A: Aircraft OEM Momentum And Aftermarket Demand Will Support Upside Through Q3
Analysts have raised their price target for Moog to $240 from $215, citing strengthened sentiment in aerospace production and resilient aftermarket demand as key factors for the upward revision. Analyst Commentary Bullish and bearish analysts have weighed in on Moog’s positioning within the Aerospace and Defense sector, highlighting both drivers for growth and potential risks that could impact the company’s valuation and execution in the coming quarters.Aggiornamento della narrazione • Nov 05
MOG.A: Aircraft Production Momentum And Aftermarket Demand Will Drive Share Performance
Narrative Update: Moog Analyst Price Target Increased Analysts have raised their price target for Moog from $215 to $240. They cite stronger sentiment around aircraft production, robust aftermarket demand driven by continued passenger travel, and supply chain dynamics in the Aerospace and Defense sector.Aggiornamento della narrazione • Oct 22
Analysts Raise Moog Price Target Amid Strong Aerospace Outlook and Updated Valuation Metrics
Analysts have raised their price target for Moog, increasing it from $222.50 to $228.75. They cited stronger sentiment in the aerospace segment and ongoing resilient demand for aftermarket services, even though there is some uncertainty around defense outlooks.Aggiornamento della narrazione • Oct 08
Defense Spending And Automation Will Expand Market Presence
Analysts have raised their price target for Moog from $217.50 to $222.50. This reflects minor but positive updates to fair value estimates, supported by stable growth outlook and profitability forecasts.Articolo di analisi • Aug 28
Should You Investigate Moog Inc. (NYSE:MOG.A) At US$198?
Moog Inc. ( NYSE:MOG.A ), might not be a large cap stock, but it saw a decent share price growth of 14% on the NYSE...Articolo di analisi • Jul 15
Here's Why Moog (NYSE:MOG.A) Has A Meaningful Debt Burden
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Seeking Alpha • Mar 11
Moog Seeing Improved Demand, But Margin Leverage Remains A Key Unknown
Summary Moog's end-market conditions are improving, but valuation already factors in significant future improvements, making the stock a tough call for meaningful undervaluation. Fiscal Q1 results showed mixed performance, with better revenue growth but ongoing margin challenges and particularly weak free cash flow generation. Management's efforts in pricing and portfolio adjustments are positive, but the company's margins and ROIC remain ordinary compared to peers. While Moog's business outlook is strong across commercial aviation, military, and industrial sectors, current valuation assumptions make it a "hold" absent better margin leverage. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Moog Inc.: Temporary Financial Challenges Blur Long-Term Potentials
Summary Modest sales growth (6.19%) and $165M negative cash flow raise concerns about Moog’s financial health. Strong prospects in space exploration and robotics align with growing industries, offering long-term growth opportunities. High valuation, geopolitical uncertainties, and liquidity risks justify a cautious 'HOLD' investment recommendation for Moog. Read the full article on Seeking AlphaSeeking Alpha • Oct 22
Moog: Strong Performance And Outlook, But Share Price Lacks Margin Of Safety
Summary MOG.A's historical financial results have shown robust growth post-COVID-19, driven by the aerospace and defense sectors. Additionally, its adjusted operating margins were expanding as well. The company is well-positioned for long-term growth in 6th-generation fighter jets, unmanned collaborative aircraft systems, and new-generation armored vehicles. Strategic initiatives like facility consolidation and European business sales are expected to enhance operational efficiency and allow the company to focus on core business areas. Despite strong performance and a favorable outlook, the current share price lacks a margin of safety. Therefore, I am recommending a hold rating for now. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 28 2026 | n/a | n/a | US$284m |
| Jan 03 2026 | n/a | n/a | US$256m |
| Sep 27 2025 | US$8m | US$1m | US$235m |
| Jun 28 2025 | n/a | n/a | US$216m |
| Mar 29 2025 | n/a | n/a | US$213m |
| Dec 28 2024 | n/a | n/a | US$219m |
| Sep 28 2024 | US$10m | US$1m | US$209m |
| Jun 29 2024 | n/a | n/a | US$204m |
| Mar 30 2024 | n/a | n/a | US$190m |
| Dec 30 2023 | n/a | n/a | US$173m |
| Sep 30 2023 | US$6m | US$888k | US$175m |
| Jul 01 2023 | n/a | n/a | US$161m |
| Apr 01 2023 | n/a | n/a | US$169m |
| Dec 31 2022 | n/a | n/a | US$155m |
| Oct 01 2022 | US$2m | US$597k | US$155m |
| Jul 02 2022 | n/a | n/a | US$160m |
| Apr 02 2022 | n/a | n/a | US$146m |
| Jan 01 2022 | n/a | n/a | US$166m |
| Oct 02 2021 | US$1m | US$505k | US$157m |
| Jul 03 2021 | n/a | n/a | US$45m |
| Apr 03 2021 | n/a | n/a | -US$4m |
| Jan 02 2021 | n/a | n/a | -US$3m |
| Oct 03 2020 | US$2m | US$459k | US$9m |
Compensazione vs Mercato: La retribuzione totale di Pat ($USD 8.40M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.46M ).
Compensazione vs guadagni: La retribuzione di Pat è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Pat Roche (63 yo)
3.4yrs
Mandato
US$8,404,872
Compensazione
Mr. Patrick J. Roche, also known as Pat, has been a Director of EMCOR Group, Inc. since October 27, 2025. He serves as a Trustee at Manufacturers Alliance for Productivity and Innovation, Inc. He is Chief...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 3.4yrs | US$8.40m | 0.15% $ 19.8m | |
| Executive VP & CFO | 6.5yrs | US$1.91m | 0.063% $ 8.4m | |
| VP & President of Military Aircraft | 3.3yrs | US$1.48m | 0.012% $ 1.6m | |
| VP & President of Commercial Aircraft | 3.3yrs | US$1.53m | 0.013% $ 1.8m | |
| VP and President of Space & Defense | 3.3yrs | US$1.48m | 0.012% $ 1.6m | |
| Corporate Controller & Principal Accounting Officer | 2.2yrs | Nessun dato | 0.00040% $ 53.0k | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP | no data | Nessun dato | Nessun dato | |
| Executive VP and Chief Strategy & Corporate Development Officer | less than a year | Nessun dato | 0.0040% $ 527.2k | |
| Executive VP & Chief Human Resources Officer | 8.6yrs | US$1.10m | 0.034% $ 4.5m | |
| VP & President of Industrial Systems Segment | 4.6yrs | Nessun dato | 0.023% $ 3.1m |
3.3yrs
Durata media
50yo
Età media
Gestione esperta: Il team dirigenziale di MOG.A è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 3.4yrs | US$8.40m | 0.15% $ 19.8m | |
| Independent Director | 11.5yrs | US$260.09k | 0.19% $ 24.8m | |
| Independent Director | 28.5yrs | US$260.09k | 0.11% $ 14.2m | |
| Independent Director | 17.5yrs | US$245.09k | 0.049% $ 6.5m | |
| Independent Director | 10.5yrs | US$245.09k | 0.010% $ 1.4m | |
| Independent Director | 14.5yrs | US$245.09k | 0.046% $ 6.1m | |
| Non-Executive Chairman | 14.5yrs | US$385.09k | 0.33% $ 43.1m | |
| Independent Director | 3.9yrs | US$245.09k | 0.011% $ 1.4m | |
| Independent Director | 6.7yrs | US$245.09k | 0.019% $ 2.6m |
11.5yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di MOG.A è composto da personale esperto e esperto (durata media dell'incarico 11.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/05 04:36 |
| Prezzo dell'azione a fine giornata | 2026/07/02 00:00 |
| Utili | 2026/03/28 |
| Utili annuali | 2025/09/27 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Moog Inc. è coperta da 13 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Kristine Liwag | BofA Global Research |
| Kenneth Herbert | Canaccord Genuity |
| Jonathan Tanwanteng | CJS Securities, Inc. |