Moog Inc. reported record net sales of $1.049 billion for fiscal 2025’s fourth quarter, a 14% year‑over‑year increase from $919 million in the same period last year. The growth was driven by a 10% rise in Military Aircraft sales to $236 million and a 27% jump in Commercial Aircraft sales to $252 million, reflecting sustained demand in both core aerospace segments.
Adjusted operating margin climbed to 13.7%, up 20 basis points from 13.5% in Q4 2024. The improvement was largely due to a favorable product mix and disciplined cost management, which offset modest tariff pressures and supply‑chain costs. Operating income rose to $151 million, a 12% increase from $135 million in the prior year, underscoring the company’s ability to translate revenue growth into profitability.
Free cash flow surged to $199 million, up 83% from $109 million in Q4 2024. The jump was driven by higher operating cash flow and a reduction in working‑capital requirements, giving Moog additional flexibility for capital expenditures and shareholder returns. Management highlighted that the strong cash generation supports ongoing simplification initiatives and future investment in high‑margin opportunities.
For fiscal 2026, Moog raised its net‑sales guidance to approximately $4.2 billion, above the FactSet estimate of $4.01 billion, and projected adjusted earnings per share of $10.00, surpassing the prior estimate of $9.64. The upward revision signals management’s confidence in continued demand in defense and commercial aerospace markets, as well as the benefits of pricing power and operational leverage.
CEO Pat Roche emphasized that the quarter “capped an outstanding year of delivering for our customers and driving continuous operational improvements.” He noted that the momentum reflects the company’s strategy in action and positions Moog to deliver continued value creation. CFO Jennifer Walter added that the company’s free‑cash‑flow guidance is moderated by working‑capital needs to support elevated growth, indicating prudent financial stewardship.
Market reaction was positive, with analysts noting the earnings beat and the robust guidance. The company’s revenue beat of $86 million and EPS beat of $0.32 per share were highlighted as evidence of strong execution and pricing power. The market’s favorable response underscores investor confidence in Moog’s growth trajectory and its ability to navigate headwinds such as tariff pressures and supply‑chain disruptions.
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