Moog Inc.

NYSE:MOG.A 株式レポート

時価総額：US$13.2b

Moog 配当と自社株買い

配当金 基準チェック /06

Moog配当を支払う会社であり、現在の利回りは0.28%です。

主要情報

0.3%

配当利回り

0.4%

バイバック利回り

総株主利回り0.6%
将来の配当利回り0.3%
配当成長6.6%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向13%

最近の配当と自社株買いの更新

Recent updates

新しいナラティブ • 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?
ナラティブの更新 • 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.
分析記事 • 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...
新しいナラティブ • 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?
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha

決済の安定と成長

配当データの取得

安定した配当: MOG.AはUS市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。

増加する配当: MOG.AはUS市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。

配当利回り対市場

Moog 配当利回り対市場
MOG.A 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (MOG.A)0.3%
市場下位25% (US)1.3%
市場トップ25% (US)4.2%
業界平均 (Aerospace & Defense)1.0%
アナリスト予想 (MOG.A) (最長3年)0.3%

注目すべき配当: MOG.Aの配当金 ( 0.28% ) はUS市場の配当金支払者の下位 25% ( 1.34% ) と比べると目立ったものではありません。

高配当: MOG.Aの配当金 ( 0.28% ) はUS市場の配当金支払者の上位 25% ( 4.15% ) と比較すると低いです。

株主への利益配当

収益カバレッジ: MOG.A US市場において目立った配当金を支払っていません。

株主配当金

キャッシュフローカバレッジ: MOG.A US市場において目立った配当金を支払っていません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/06 13:00
終値2026/07/06 00:00
収益2026/03/28
年間収益2025/09/27

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Moog Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Kristine LiwagBofA Global Research
Kenneth HerbertCanaccord Genuity
Jonathan TanwantengCJS Securities, Inc.