Q2 2026 Moog Inc Earnings Call Transcript
Key Points
- Moog Inc (MOG.A) achieved double-digit revenue growth and recorded its second-highest revenue on record.
- The company set records for both total and 12-month backlog, with a 33% increase from the prior year.
- Moog Inc (MOG.A) delivered record adjusted earnings per share due to strong growth and improved adjusted operating margin.
- The company is well-positioned to meet the growing demand in the defense market, with investments in expanding capacity.
- Moog Inc (MOG.A) received recognition from key customers, including Embraer's Supplier of the Year Award and General Dynamics Land Systems Supplier of the Year for Technology and Innovation Award.
- Higher fuel costs may lead to a shift towards more fuel-efficient aircraft, potentially impacting some operating routes.
- The company is facing increased tariff pressure, with 110 basis points of pressure expected in FY26.
- Moog Inc (MOG.A) is experiencing some downward pressure on commercial aircraft sales guidance due to deliberate inventory management decisions.
- The Middle Eastern war has led to the shutdown of forward stocking locations in the region, affecting operations.
- The company is dealing with increased costs due to fuel price hikes, particularly in regions like the Philippines.
Hello, everyone. Thank you for joining us and welcome to the Moog, Inc., second quarter fiscal 2026 earnings conference call. After today's prepared remarks, we will host a question-and-answer session. (Operator Instructions)
I will now hand the conference over to Aaron Astrachan, Director of Investor Relations and financial planning and analysis. Aaron, please go ahead.
Good morning and thank you for joining Mogg's second quarter, 2026 earnings release conference call. I'm Aaron Estracann, director of investor relations. With me today are Pat Roach, 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.
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