Moog Inc.

NYSE:MOG.A 주식 리포트

시가총액: US$10.1b

Moog 향후 성장

Future 기준 점검 2/6

Moog (는) 각각 연간 15.7% 및 6.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 28.9% 로 예상됩니다.

핵심 정보

15.7%

이익 성장률

13.47%

EPS 성장률

Aerospace & Defense 이익 성장18.3%
매출 성장률6.1%
향후 자기자본이익률28.87%
애널리스트 커버리지

Low

마지막 업데이트01 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • May 12

Market Participants Recognise Moog Inc.'s (NYSE:MOG.A) Earnings

With a price-to-earnings (or "P/E") ratio of 27.1x Moog Inc. ( NYSE:MOG.A ) may be sending very bearish signals at the...
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
Seeking 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
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새 내러티브 • 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 Alpha
Seeking 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 Alpha

이익 및 매출 성장 예측

NYSE:MOG.A - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
9/30/20284,860N/AN/AN/A1
9/30/20274,5833662824424
9/30/20264,3023361933534
3/28/20264,171284310451N/A
1/3/20264,053256215361N/A
9/27/20253,861235128273N/A
6/28/20253,73021638184N/A
3/29/20253,664213-5689N/A
12/28/20243,660219-1435N/A
9/28/20243,60920946198N/A
6/29/20243,56420442200N/A
3/30/20243,50919024185N/A
12/30/20233,4161738188N/A
9/30/20233,316175-38140N/A
7/1/20233,215161-11245N/A
4/1/20233,138169-12134N/A
12/31/20223,072155-3598N/A
10/1/20223,036155107247N/A
7/2/20222,992160100247N/A
4/2/20222,927146191336N/A
1/1/20222,892166211356N/A
10/2/20212,852157164293N/A
7/3/20212,83545215322N/A
4/3/20212,785-4243336N/A
1/2/20212,814-3250331N/A
10/3/20202,8859191279N/A
6/27/20202,943132142240N/A
3/28/20203,02619041153N/A
12/28/20192,980182N/A159N/A
9/28/20192,905175N/A181N/A
6/29/20192,840171N/A185N/A
3/30/20192,791165N/A166N/A
12/29/20182,762138N/A122N/A
9/29/20182,70995N/A102N/A
6/30/20182,65895N/A95N/A
3/31/20182,59294N/A141N/A
12/30/20172,535112N/A211N/A
9/30/20172,498141N/A218N/A
7/1/20172,467136N/A224N/A
4/1/20172,454132N/A259N/A
12/31/20162,433131N/A267N/A
10/1/20162,412127N/A216N/A
7/2/20162,416122N/A288N/A
4/2/20162,437122N/A281N/A
1/2/20162,463123N/A256N/A
10/3/20152,526132N/A335N/A
7/4/20152,574144N/A284N/A

애널리스트 향후 성장 전망

수입 대 저축률: MOG.A 의 연간 예상 수익 증가율(15.7%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: MOG.A 의 연간 수익(15.7%)이 US 시장(16.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: MOG.A 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: MOG.A 의 수익(연간 6.1%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: MOG.A 의 수익(연간 6.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: MOG.A의 자본 수익률은 3년 후 28.9%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 00:53
종가2026/05/07 00:00
수익2026/03/28
연간 수익2025/09/27

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Moog Inc.는 13명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kristine LiwagBofA Global Research
Kenneth HerbertCanaccord Genuity
Jonathan TanwantengCJS Securities, Inc.