Q4 2025 Moog Inc Earnings Call Transcript
Key Points
- Moog Inc (MOG.A) achieved record-breaking results with over $1 billion in quarterly sales and a 12-month backlog of $3 billion.
- The company reported strong growth in its aerospace and defense segments, with commercial aircraft sales increasing by 15% and space and defense sales by 9%.
- Moog Inc (MOG.A) received several notable contract awards, including a significant order under the SGT Stout program and expansion in the Australian market.
- The company demonstrated improved free cash flow and operational performance, with a focus on simplification and pricing strategies.
- Moog Inc (MOG.A) is well-positioned in the defense market, benefiting from increased defense spending in the US, NATO nations, and Indo-Pacific allies.
- The company faced tariff headwinds, particularly impacting the commercial aircraft segment, which led to a decrease in operating margin.
- Moog Inc (MOG.A) revised previously reported results due to an accounting error related to commercial aircraft aftermarket contracts.
- The commercial aircraft segment experienced a negative sales mix impact, with aftermarket becoming a smaller percentage of total sales.
- The company anticipates continued pressure on working capital, particularly in the commercial aircraft segment, due to its long cash conversion cycle.
- Moog Inc (MOG.A) projects a decrease in operating margin for the commercial aircraft segment in FY26, primarily due to tariff pressures.
Ladies and gentlemen, thank you for joining us, and welcome to the Moog, Inc, fiscal 2025 fourth-quarter and full-year earnings call. (Operator Instructions)
I will now hand the conference over to Aaron Astrachan, Head of Investor Relations. Aaron, please go ahead.
Good morning, and thank you for joining Moogâs fourth-quarter 2025 earnings release conference call. I am Aaron Astrachan, Director of Investor Relations. With me today are Pat Roche, our Chief Executive Officer; and Jennifer Walter, our Chief Financial Officer.
Earlier this morning, we released our results and our supplemental slides, both of which are available on our website. Our earnings press release, our supplemental slides, and remarks made during our call today contain adjusted non-GAAP results. Reconciliations for these adjusted results to GAAP results are contained within the provided materials. Lastly, our comments today may include statements related to expected future results and other forward-looking
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