Pulling SEC filings + quote and writing the call…

MOOG INC.
Next earnings Jul 23, 2026 · consensus $2.72 EPS, $1.11B rev
Last earnings +2.3% on 2026-04-24
Moog is a steady aerospace/defense precision-controls compounder, but a 55.8x P/E far outruns its ~7% revenue growth.
Revenue $3.86B · FY2025
Middling fundamentals and a rich price (~60% above fair value) leave little margin of safety — a wait-and-see.
Moog is a high-quality, diversified designer and manufacturer of precision motion and fluid-control systems across four segments — Space and Defense, Military Aircraft, Commercial Aircraft, and Industrial. The business shows consistent, methodical compounding: FY2025 revenue grew 7.0% to $3.86B and net income rose 12.6% to $235M, extending a steady climb from $2.85B revenue and $157M net income in FY2021. Operating income grew 11.2% to $450M (11.6% operating margin) and operating cash flow jumped 38% to $273M, evidence the company's 80/20 simplification and pricing initiatives described in the MD&A are translating into better cash conversion.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.85B | $3.04B | $3.32B | $3.61B | $3.86B |
| Gross profit | $776M | $821M | $898M | $1.01B | $1.06B |
| Operating income | $271M | $283M | $344M | $404M | $450M |
| Net income | $157M | $155M | $175M | $209M | $235M |
| Diluted EPS | $4.87 | $4.83 | $5.47 | $6.45 | $7.33 |
| Net margin | 5.5% | 5.1% | 5.3% | 5.8% | 6.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0000067887, latest 10-Q filed 2026-04-24) · EODHD · analysis by claude-code · as of 6/21/2026, 8:44:01 PM.
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Last 90 days: 0 open-market buys · 4 sales
| 2026-06-23 | Scannell John Director | Exercise | 10.0K @ $71.65 | $716K |
| 2026-06-23 | Scannell John Director | Tax | 5.97K @ $416.00 | $2.48M |
| 2026-06-22 | WILKINSON PAUL Vice President | Exercise | 1.00K @ $71.65 | $71.6K |
| 2026-06-22 | WILKINSON PAUL Vice President | Tax | 584.00 @ $430.54 | $251K |
| 2026-06-11 | FISHBACK DONALD R Director | Exercise | 5.00K @ $71.65 | $358K |
| 2026-06-11 | FISHBACK DONALD R Director | Tax | 3.02K @ $398.00 | $1.20M |
| 2026-06-10 | Coletti Janet M. Director | Sell | 604.00 @ $379.66 | $229K |
| 2026-06-09 | Scannell John Director | Sell | 1.00K @ $372.83 | $373K |
| 2026-06-09 | Scannell John Director | Sell | 1.33K @ $373.83 | $496K |
| 2026-06-09 | Scannell John Director | Sell | 674.00 @ $374.19 | $252K |
| 2026-05-27 | ROCHE PATRICK J Chief Executive Officer | Exercise | 5.00K @ $71.65 | $358K |
| 2026-05-27 | ROCHE PATRICK J Chief Executive Officer | Tax | 4.59K @ $345.26 | $1.59M |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
1044 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.