How Investors Are Reacting To Moog (MOG.A) Surpassing Q2 Expectations With Record Revenue Growth

• Earlier this month, Moog (NYSE:MOG.A) posted its Q2 results, with revenues rising 7.4% year on year and surpassing analyst expectations by 5.9%.
• CEO Pat Roche emphasized the company's record financial performance, highlighting ongoing operational improvements that mirror broader strength across the aerospace sector.
• We'll examine how Moog’s record-setting Q2 results and operational progress may influence the company's broader investment outlook.

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Moog Investment Narrative Recap

To be a Moog shareholder, you need to believe in the company’s continued ability to leverage operational improvements and its exposure to long-term aerospace and defense demand trends. The record Q2 results reinforce the business’s near-term momentum, but the ongoing structural challenge of converting sales into free cash flow, the company’s biggest short-term risk, remains a key focus for investors. The news does not materially change this risk, but it may strengthen confidence in the firm’s operational discipline.

Among recent announcements, the company's revised earnings guidance in July 2025 is particularly relevant. While the boost in expected revenue was a positive, the lowered earnings per share outlook reflects margin and cost headwinds that remain top of mind despite the Q2 outperformance.

In contrast, investors should be aware that persistent working capital pressures still affect Moog’s ability to...

Read the full narrative on Moog (it's free!)

Moog's narrative projects $4.4 billion revenue and $401.7 million earnings by 2028. This requires 5.7% yearly revenue growth and a $190.1 million earnings increase from $211.6 million today.

Uncover how Moog's forecasts yield a $217.50 fair value, a 3% upside to its current price.

Exploring Other Perspectives

Three recent fair value estimates from the Simply Wall St Community range widely from US$162.12 to US$744.73 per share. While some investors see significant upside, the company’s persistent challenges in turning sales growth into free cash flow continue to shape broader expectations for future performance.

Explore 3 other fair value estimates on Moog - why the stock might be worth over 3x more than the current price!

Build Your Own Moog Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Moog research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Moog research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Moog's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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