Moog Beheer
Beheer criteriumcontroles 4/4
De CEO Moog is Pat Roche, benoemd in Feb2023, heeft een ambtstermijn van 3.58 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 8.40M, bestaande uit 12.9% salaris en 87.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.15% van de aandelen van het bedrijf, ter waarde $ 16.84M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.5 jaar en 11.2 jaar.
Belangrijke informatie
Pat Roche
Algemeen directeur
US$8.4m
Totale compensatie
| Percentage CEO-salaris | 12.94% |
| Dienstverband CEO | 3.6yrs |
| Eigendom CEO | 0.1% |
| Management gemiddelde ambtstermijn | 3.5yrs |
| Gemiddelde ambtstermijn bestuur | 11.2yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Sep 10
MOG.A: Aerospace And Defense Exposure Will Drive Future Upside Potential
Moog's fair value estimate has shifted from $450 to $520, reflecting analysts' updated price targets and models that reference expectations for revenue growth, margin trends, and higher forward P/E assumptions seen in recent research. Analyst Commentary on Moog Recent research on Moog points to increasingly constructive views on the stock, with several bullish analysts updating their models following earnings and new coverage.
Narratiefupdate • Aug 27
MOG.A: Fair View Balances Revenue Outlook With Margin Execution And Volatility Risks
Moog's analyst fair value estimate has shifted from $269 to $405, reflecting updated price targets from several firms after recent earnings and fresh coverage that highlight the company's earnings model, margin potential and revenue growth profile through the coming years. Analyst Commentary Recent research on Moog points to a generally constructive stance on the company, with higher fair value estimates following the latest earnings update.
Narratiefupdate • Aug 13
MOG.A: Raised Expectations And Defense Work Will Test Compounding Story Through 2028
Analysts have lifted their consolidated price expectations for Moog to about $446 from roughly $414, citing updated earnings models, fresh coverage that highlights the company as a resilient compounder, and a series of higher individual price targets in the $405 to $520 range. Analyst Commentary Recent research on Moog gives you a clearer picture of what analysts are watching.Narratiefupdate • Jul 29
MOG.A: Future Multiple And Defense Partnerships Will Test Execution Through 2028
Analysts have raised the fair value estimate for Moog from $387.25 to $413.80. This reflects updated views on risk, margin potential, and future P/E expectations that are consistent with recent price target increases from several firms.Seeking Alpha • Jul 21
Moog: Embedded Platforms And Visible Earnings Growth
Summary Moog Inc. earns a buy rating, driven by durable embedded positions in missile, space, and aircraft platforms with high switching costs. MOG.A benefits from accelerating missile and aircraft production, with strong demand visibility supported by multi-year contracts and substantial OEM backlogs. Capacity expansions are contributing to profit, with Q2 2026 Space and Defense sales up 16% and adj. EBIT margin expanding 200 bps to 14.6%. Despite trading at ~20x forward EBITDA, I see MOG.A sustaining a premium multiple, targeting a $494 share price based on continued growth and margin expansion. Read the full article on Seeking AlphaNarratiefupdate • Jul 15
MOG.A: Higher Multiple And Defense Partnerships Will Likely Face Execution Constraints
Analysts have lifted their fair value estimate for Moog from $353.25 to $387.25, supported by higher Street price targets of up to $450 that highlight expectations for improved sales and operational performance. Analyst Commentary Recent research on Moog centers on higher price targets and differing views on how much upside is already reflected in the stock, with opinions split between stronger optimism on execution and more measured views on valuation and volatility.Nieuw narratief • 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?Narratiefupdate • 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.Analyse-artikel • 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...Nieuw narratief • 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?Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 27 2026 | n/a | n/a | US$377m |
| 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$215m |
| 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$9m |
Compensatie versus markt: De totale vergoeding ($USD 8.40M ) Pat } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.74M ).
Compensatie versus inkomsten: De vergoeding van Pat is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Pat Roche (63 yo)
3.6yrs
Tenure
US$8,404,872
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 3.6yrs | US$8.40m | 0.15% $ 16.8m | |
| Executive VP & CFO | 6.7yrs | US$1.91m | 0.063% $ 7.1m | |
| VP & President of Military Aircraft | 3.5yrs | US$1.48m | 0.012% $ 1.4m | |
| VP & President of Commercial Aircraft | 3.5yrs | US$1.53m | 0.013% $ 1.5m | |
| VP and President of Space & Defense | 3.5yrs | US$1.48m | 0.012% $ 1.4m | |
| Corporate Controller & Principal Accounting Officer | 2.3yrs | geen gegevens | 0.00040% $ 45.1k | |
| Director of Investor Relations | no data | geen gegevens | geen gegevens | |
| Senior VP | no data | geen gegevens | geen gegevens | |
| Executive VP and Chief Strategy & Corporate Development Officer | less than a year | geen gegevens | 0.0040% $ 449.1k | |
| Executive VP & Chief Human Resources Officer | 8.8yrs | US$1.10m | 0.034% $ 3.9m | |
| VP & President of Industrial Systems Segment | 4.8yrs | geen gegevens | 0.026% $ 3.0m |
3.5yrs
Gemiddelde duur
50yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van MOG.A wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.5 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 3.6yrs | US$8.40m | 0.15% $ 16.8m | |
| Independent Director | 11.7yrs | US$260.09k | 0.19% $ 21.8m | |
| Independent Director | 28.7yrs | US$260.09k | 0.11% $ 12.1m | |
| Director | less than a year | geen gegevens | geen gegevens | |
| Independent Director | 17.7yrs | US$245.09k | 0.049% $ 5.5m | |
| Independent Director | 10.7yrs | US$245.09k | 0.010% $ 1.2m | |
| Independent Director | 14.7yrs | US$245.09k | 0.046% $ 5.2m | |
| Non-Executive Chairman | 14.7yrs | US$385.09k | 0.32% $ 35.7m | |
| Independent Director | 4.1yrs | US$245.09k | 0.011% $ 1.2m | |
| Independent Director | 6.8yrs | US$245.09k | 0.019% $ 2.2m |
11.2yrs
Gemiddelde duur
64yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van MOG.A zijn ervaren en ervaren (gemiddelde ambtstermijn van 11.2 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/18 13:53 |
| Aandelenkoers aan het einde van de dag | 2026/09/18 00:00 |
| Inkomsten | 2026/06/27 |
| Jaarlijkse inkomsten | 2025/09/27 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Moog Inc. wordt gevolgd door 15 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Kristine Liwag | BofA Global Research |
| Kenneth Herbert | Canaccord Genuity |
| Jonathan Tanwanteng | CJS Securities, Inc. |