AI-extracted from the 10-Q filed 2026-07-31 — Q3 FY2026 (quarter ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Moog grew net sales 15% YoY to $1.12B with net earnings up 160% to $152M, boosted by broad-based segment growth and a $30M IEEPA tariff refund that lifted gross margin to 31.1% from 27.5%.
Biggest Revenue Drivers
Space and Defense$336.1M+17% YoY
Broad-based defense demand, particularly strong for space vehicles and missile controls.
Industrial$281.7M+18% YoY
Strong demand for data center cooling pumps plus higher medical device and energy product demand, aided by favorable FX translation.
Biggest Revenue Drivers
Total revenue: $1.12B+15% YoY
Space and Defense$336.1M+17% YoY
Broad-based defense demand, particularly strong for space vehicles and missile controls.
Industrial$281.7M+18% YoY
Strong demand for data center cooling pumps plus higher medical device and energy product demand, aided by favorable FX translation.
Commercial Aircraft$253.6M+17% YoY
OEM sales up $25M on increased volume and pricing on certain production programs; aftermarket up $11M on higher repair activity.
Military Aircraft$245.2M+9% YoY
Aftermarket sales up $16M on higher repair activity and new contract awards; OEM up $5M on higher MV-75 program activity.
Largest Expense Items
Cost of sales$769.3M
Included a $30M reduction from recovery of previously incurred IEEPA tariffs, boosting gross margin.
Selling, general and administrative$151.0M13.5% of sales, down from 14.4%
Decrease as a percentage of sales reflects the incremental benefit from higher sales volume.
Research and development$33.0M+51% YoY
Driven by activities supporting current and future growth programs in Space and Defense.
Interest expense$15.8M-11% YoY
Driven by lower outstanding debt balances.
Margins: Gross margin rose to 31.1% from 27.5% YoY, driven by IEEPA tariff refund claims across all segments and business performance; SG&A as a percentage of sales fell to 13.5% from 14.4% on higher sales volume leverage.
Watch Items from the Filing
Disclosure controls deemed not effective as of June 27, 2026 due to an unremediated material weakness in controls over long-term aftermarket service revenue recognition in the Commercial Aircraft segment.
Q3 results include a one-time $30M benefit from IEEPA tariff refund claims recorded as a reduction of cost of sales, inflating reported margins.
Twelve-month backlog rose to $3,250M from $2,650M (+23% YoY), reflecting strong order capture across Space and Defense, Military Aircraft, Commercial Aircraft and Industrial.
Effective tax rate was -10.6% in the quarter due to discrete benefits of $40.6M from R&D tax credits and $7.8M from legal entity simplification, not indicative of a sustainable run rate.
U.S. Government (including OEM) customers represented roughly 37% of quarterly net sales ($416.0M of $1,116.5M), underscoring dependence on government contract funding.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Walter JenniferCFOShares withheld for tax or exercise price · Mar 11, 2026
Mullins Robert EExecutive Vice PresidentGrant or award · Jan 15, 2026
Schaff Michael AVice PresidentShares withheld for tax or exercise price · Nov 25, 2025
About MOOG INC. (MOG-A): stock profile, AI score and financials
MOOG INC. (MOG-A) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores MOG-A at 64.9/100 on a composite quality score built from its SEC filings, placing it at rank #506 of 2,925 stocks — the top 25% of the AI-ranked universe. MOG-A scores in the top quartile across balance sheet strength (81.3), revenue scale (75.9). Based on the latest XBRL financial filings (Q3 2026), MOOG INC. reports quarterly revenue of $1.1B, net income of $152.0M, an operating margin of 15.8%. Top institutional holders of MOG-A by reported 13-F value include BlackRock, EARNEST PARTNERS, STATE STREET, based on the most recent SEC filings. MOG-A trades on the NYSE exchange and files with the SEC under CIK 67887. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MOG-A daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MOOG INC. directly from SEC EDGAR.