Moog Inc.
Moog Inc. Q1 FY26 Results — Earnings Call Analysis
Q1 FY26 earnings call: what management said on revenue, margins and capex.
What the Q1 FY26 call signalled
4 of 4 strong
The short version
- Missile business expected to grow over 20% annually; projected to exceed $250 million in 2026 (Page 8). - Fiscal 2026 guidance for adjusted earnings per share (EPS) increased by $0.20 to a range of $10.20 ± $0.20, reflecting stronger sales growth beyond initial projections.
From Moog Inc.'s Q1 FY26 earnings-call transcript · updated 30 May 2026.
Revenue & Sales Performance
- Missile business expected to grow over 20% annually; projected to exceed $250 million in 2026 (Page 8).
- Capacity expansion underway (e.g., Salt Lake City factory) to handle 2x to 4x current missile program volumes (Page 9).
- Data center cooling pump sales were $25 million in 2025; expected to double in 2026, with plans to double production volume with new production lines (Page 9).
- Overall fiscal 2026 guidance shows double-digit year-over-year sales growth, with increases in Space & Defense, Commercial Aircraft, and Industrial segments (Pages 3-5).
2 more points from Moog Inc.'s call on revenue
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Profitability & Margins
See what Moog Inc. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Moog is investing in the Salt Lake City facility to support PAC-3 and other missile programs, including a new circuit card assembly line. (Page 8)
- They are standing up a second production line and boosting capacity at an existing facility to double data center cooling pump production. (Page 9)
- Capital expenditures are expected to pick up during the year to support growth opportunities, maintaining similar levels to last year’s quarterly average so far. (Page 4)
2 more points from Moog Inc.'s call on capex
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Fundraising & Capital Structure
See what Moog Inc. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- 12-month backlog increased by 30%, reaching a record level.
- Total bookings reached $2.3 billion, reflecting strong commercial aircraft, Space & Defense, and military aircraft demand.
- About half of bookings were from Commercial Aircraft, including a multi-year C919 order.
- Approximately 25% of orders were from Space & Defense, including a $100M+ PAC-3 missile order and a new Meteor satellite contract.
- 60% of military aircraft group orders reflected current platform programs and new developments.
- Missile business grew to over $200 million in 2025, expected to exceed $250 million in 2026.
2 more points from Moog Inc.'s call on order book
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Continue your research
Others in Aerospace and Defense this season
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This quarter's potential multibaggers
on management's own guidance
- Strong growth2
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Moog Inc. Q1 FY26 results?
- Missile business expected to grow over 20% annually; projected to exceed $250 million in 2026 (Page 8). - Fiscal 2026 guidance for adjusted earnings per share (EPS) increased by $0.20 to a range of $10.20 ± $0.20, reflecting stronger sales growth beyond initial projections.
What is Moog Inc. share price analysis?
Moog Inc. currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 38.8 with a market cap of $10,855. Investors should review the full earnings analysis for detailed insights.
Is Moog Inc. planning capital expenditure?
- Moog is investing in the Salt Lake City facility to support PAC-3 and other missile programs, including a new circuit card assembly line.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.