Moog Inc.

NYSE:MOG.A Aktierapport

Börsvärde: US$9.6b

Moog Förvaltning

Förvaltning kriterier kontrolleras 4/4

Moog VD är Pat Roche, utsedd i Feb 2023, har en mandatperiod på 3.17 år. totala årliga ersättningen är $ 8.40M, bestående av 12.9% lön 87.1% bonusar, inklusive företagsaktier och optioner. äger direkt 0.15% av företagets aktier, värda $ 14.24M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.1 år respektive 11.3 år.

Viktig information

Pat Roche

Verkställande direktör

US$8.4m

Total ersättning

VD-lön i procent12.94%
Anställning som VD3.2yrs
Ägande av VD0.1%
Ledningens genomsnittliga anställningstid3.1yrs
Styrelsens genomsnittliga mandatperiod11.3yrs

Senaste uppdateringar av ledningen

Recent updates

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.

Moog: This Quiet Defense Winner Still Has Upside

Apr 20

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.

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.

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.

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.

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.

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.

Is Moog (NYSE:MOG.A) A Risky Investment?

Jan 06
Is Moog (NYSE:MOG.A) A Risky Investment?

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.

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.

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.

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.

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.

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.

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.

Should You Investigate Moog Inc. (NYSE:MOG.A) At US$198?

Aug 28
Should You Investigate Moog Inc. (NYSE:MOG.A) At US$198?

Here's Why Moog (NYSE:MOG.A) Has A Meaningful Debt Burden

Jul 15
Here's Why Moog (NYSE:MOG.A) Has A Meaningful Debt Burden

Is Moog Inc. (NYSE:MOG.A) Trading At A 34% Discount?

Jul 03
Is Moog Inc. (NYSE:MOG.A) Trading At A 34% Discount?

Returns On Capital At Moog (NYSE:MOG.A) Have Stalled

May 24
Returns On Capital At Moog (NYSE:MOG.A) Have Stalled

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

May 12
Market Participants Recognise Moog Inc.'s (NYSE:MOG.A) Earnings

Moog Seeing Improved Demand, But Margin Leverage Remains A Key Unknown

Mar 11

Moog Inc.: Temporary Financial Challenges Blur Long-Term Potentials

Feb 17

Moog: Strong Performance And Outlook, But Share Price Lacks Margin Of Safety

Oct 22
User avatar

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.

Moog Delivering On Growth And Margin Promises, But The Valuation Reflects It

Aug 16

Moog: Market Pullback Offers Entry Point On Aerospace And Defense Growth

Aug 06

Analys av ersättningar till VD

Hur har Pat Roche:s ersättning förändrats jämfört med Moog:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 28 2026n/an/a

US$284m

Jan 03 2026n/an/a

US$256m

Sep 27 2025US$8mUS$1m

US$235m

Jun 28 2025n/an/a

US$216m

Mar 29 2025n/an/a

US$213m

Dec 28 2024n/an/a

US$219m

Sep 28 2024US$10mUS$1m

US$209m

Jun 29 2024n/an/a

US$204m

Mar 30 2024n/an/a

US$190m

Dec 30 2023n/an/a

US$173m

Sep 30 2023US$6mUS$888k

US$175m

Jul 01 2023n/an/a

US$161m

Apr 01 2023n/an/a

US$169m

Dec 31 2022n/an/a

US$155m

Oct 01 2022US$2mUS$597k

US$155m

Jul 02 2022n/an/a

US$160m

Apr 02 2022n/an/a

US$146m

Jan 01 2022n/an/a

US$166m

Oct 02 2021US$1mUS$505k

US$157m

Jul 03 2021n/an/a

US$45m

Apr 03 2021n/an/a

-US$4m

Jan 02 2021n/an/a

-US$3m

Oct 03 2020US$2mUS$459k

US$9m

Ersättning vs marknad: Pat s total kompensation ($USD 8.40M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.57M ).

Ersättning vs inkomst: Ersättningen från Pat har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Pat Roche (62 yo)

3.2yrs
Anställning
US$8,404,872
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Patrick Roche
President3.2yrsUS$8.40m0.15%
$ 14.2m
Jennifer Walter
Executive VP & CFO6.3yrsUS$1.91m0.063%
$ 6.1m
Mark Graczyk
VP & President of Military Aircraft3.1yrsUS$1.48m0.012%
$ 1.2m
Michael Schaff
VP & President of Commercial Aircraft3.1yrsUS$1.53m0.013%
$ 1.3m
Joseph Alfieri
VP and President of Space & Defense3.1yrsUS$1.48m0.012%
$ 1.2m
Nicholas Hart
Corporate Controller & Principal Accounting Officer1.9yrsinga uppgifter0.00040%
$ 38.4k
Aaron Astrachan
Director of Investor Relationsno datainga uppgifteringa uppgifter
Elwira Kelly
Senior VPno datainga uppgifteringa uppgifter
Robert Mullins
Executive VP and Chief Strategy & Corporate Development Officerless than a yearinga uppgifter0.0040%
$ 382.3k
Paul Wilkinson
Executive VP & Chief Human Resources Officer8.3yrsUS$1.10m0.033%
$ 3.2m
Stuart McLachlan
VP & President of Industrial Systems Segment4.3yrsinga uppgifter0.023%
$ 2.3m
3.1yrs
Genomsnittlig anställningstid
49yo
Genomsnittlig ålder

Erfaren ledning: MOG.A s ledningsgrupp anses vara erfaren ( 3.1 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Patrick Roche
President3.2yrsUS$8.40m0.15%
$ 14.2m
Donald Fishback
Independent Director11.3yrsUS$260.09k0.18%
$ 17.4m
Kraig Kayser
Independent Director28.3yrsUS$260.09k0.11%
$ 10.3m
Peter Gundermann
Independent Director17.3yrsUS$245.09k0.049%
$ 4.7m
Brenda Reichelderfer
Independent Director10.3yrsUS$245.09k0.010%
$ 980.8k
William Gisel
Independent Director14.3yrsUS$245.09k0.046%
$ 4.4m
John Scannell
Non-Executive Chairman14.3yrsUS$385.09k0.32%
$ 31.2m
Mahesh Narang
Independent Director3.7yrsUS$245.09k0.011%
$ 1.0m
Janet Coletti
Independent Director6.4yrsUS$245.09k0.021%
$ 2.0m
11.3yrs
Genomsnittlig anställningstid
62yo
Genomsnittlig ålder

Erfaren styrelse: MOG.A s styrelse är rutinerade och erfaren ( 11.3 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/30 04:13
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2026/03/28
Årlig intjäning2025/09/27

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Moog Inc. bevakas av 13 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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