Moog Performance degli utili passati
Criteri Il passato verificati 5/6
Moog ha registrato una crescita degli utili a un tasso medio annuo di 20.3%, mentre il settore Aerospace & Defense ha registrato utili in crescita a un tasso medio annuo di 20.1%. I ricavi sono stati in crescita a un tasso medio annuo di 8%. Il ritorno sul capitale proprio di Moog è 13.5% e ha margini netti di 6.8%.
Informazioni chiave
20.35%
Tasso di crescita degli utili
20.59%
Tasso di crescita dell'EPS
| Aerospace & Defense Crescita del settore | 5.38% |
| Tasso di crescita dei ricavi | 7.97% |
| Rendimento del capitale proprio | 13.49% |
| Margine netto | 6.80% |
| Ultimo aggiornamento sugli utili | 28 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
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...Articolo di analisi • Jul 03
Is Moog Inc. (NYSE:MOG.A) Trading At A 34% Discount?
Key Insights Moog's estimated fair value is US$276 based on 2 Stage Free Cash Flow to Equity Current share price of...Articolo di analisi • May 24
Returns On Capital At Moog (NYSE:MOG.A) Have Stalled
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...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 Alpha
Nuova narrazione • Aug 28
Securing New Contracts And Lean Principles Propel Aerospace And Defense Leader To New Heights
Moog's expansion in both commercial aftermarket business and defense sales is driven by new contracts and increased defense spending in Europe.Seeking Alpha • Aug 16
Moog Delivering On Growth And Margin Promises, But The Valuation Reflects It
Summary Moog has exceeded growth expectations, delivering better-than-expected revenue and margin improvement, driving a strong share price and outperformance relative to key competitors like Curtiss-Wright, Parker Hannifin, and Woodward. The company's core markets, including widebody commercial aircraft and military aircraft, remain strong, with significant longer-term growth opportunities in space, defense, industrial automation, and commercial aftermarket services. Moog's margin improvement initiatives, including pricing actions and manufacturing enhancements, have already yielded significant results, and I expect EBITDA margins to rise from 13% to 15% in the near future. Although Moog's performance is strong and I like the outlook for above-average revenue and FCF growth, current valuation reflects these positive qualities. Read the full article on Seeking AlphaSeeking Alpha • Aug 06
Moog: Market Pullback Offers Entry Point On Aerospace And Defense Growth
Summary Moog stock reached its $191 price target before falling post-earnings and market turmoil. Q3 2024 revenues grew 6%, driven by commercial airplane and defense demand. Margins strengthened in Q3 2024, Moog increased guidance for 2024 sales and earnings, and the stock is still a good buy. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Moog guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 28 Mar 26 | 4,171 | 284 | 583 | 97 |
| 03 Jan 26 | 4,053 | 256 | 582 | 95 |
| 27 Sep 25 | 3,861 | 235 | 562 | 94 |
| 28 Jun 25 | 3,730 | 216 | 541 | 96 |
| 29 Mar 25 | 3,664 | 213 | 530 | 102 |
| 28 Dec 24 | 3,660 | 219 | 522 | 106 |
| 28 Sep 24 | 3,609 | 209 | 514 | 113 |
| 29 Jun 24 | 3,564 | 204 | 501 | 116 |
| 30 Mar 24 | 3,509 | 190 | 496 | 115 |
| 30 Dec 23 | 3,416 | 173 | 488 | 113 |
| 30 Sep 23 | 3,316 | 175 | 487 | 107 |
| 01 Jul 23 | 3,215 | 161 | 471 | 102 |
| 01 Apr 23 | 3,138 | 169 | 461 | 102 |
| 31 Dec 22 | 3,072 | 155 | 454 | 106 |
| 01 Oct 22 | 3,036 | 155 | 455 | 110 |
| 02 Jul 22 | 2,992 | 160 | 449 | 118 |
| 02 Apr 22 | 2,927 | 146 | 435 | 125 |
| 01 Jan 22 | 2,892 | 166 | 423 | 125 |
| 02 Oct 21 | 2,852 | 157 | 412 | 126 |
| 03 Jul 21 | 2,835 | 45 | 401 | 120 |
| 03 Apr 21 | 2,785 | -4 | 401 | 114 |
| 02 Jan 21 | 2,814 | -3 | 412 | 111 |
| 03 Oct 20 | 2,885 | 9 | 398 | 111 |
| 27 Jun 20 | 2,943 | 132 | 424 | 114 |
| 28 Mar 20 | 3,026 | 190 | 431 | 118 |
| 28 Dec 19 | 2,980 | 182 | 425 | 123 |
| 28 Sep 19 | 2,905 | 175 | 424 | 126 |
| 29 Jun 19 | 2,840 | 171 | 410 | 127 |
| 30 Mar 19 | 2,791 | 165 | 404 | 127 |
| 29 Dec 18 | 2,762 | 138 | 400 | 129 |
| 29 Sep 18 | 2,709 | 95 | 397 | 130 |
| 30 Jun 18 | 2,658 | 95 | 408 | 134 |
| 31 Mar 18 | 2,592 | 94 | 393 | 139 |
| 30 Dec 17 | 2,535 | 112 | 380 | 142 |
| 30 Sep 17 | 2,498 | 141 | 359 | 144 |
| 01 Jul 17 | 2,467 | 136 | 347 | 145 |
| 01 Apr 17 | 2,454 | 132 | 346 | 144 |
| 31 Dec 16 | 2,433 | 131 | 342 | 147 |
| 01 Oct 16 | 2,412 | 127 | 356 | 147 |
| 02 Jul 16 | 2,416 | 122 | 345 | 146 |
| 02 Apr 16 | 2,437 | 122 | 347 | 144 |
| 02 Jan 16 | 2,463 | 123 | 357 | 136 |
| 03 Oct 15 | 2,526 | 132 | 371 | 132 |
| 04 Jul 15 | 2,574 | 144 | 377 | 131 |
Guadagni di qualità: MOG.A ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di MOG.A (6.8%) MOG.A sono più alti rispetto allo scorso anno (5.8%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: MOG.A è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 20.3% all'anno.
Accelerare la crescita: La crescita degli utili di MOG.A nell'ultimo anno ( 33% ) supera la media quinquennale ( 20.3% all'anno).
Guadagni vs Settore: La crescita degli utili MOG.A nell'ultimo anno ( 33% ) ha superato la percentuale del settore Aerospace & Defense 23.6%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 13.5% ) di MOG.A è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 13:56 |
| Prezzo dell'azione a fine giornata | 2026/05/20 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; abbiamo anche guide su come utilizzare i nostri report e 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. |