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Jan 03
Moog Q1 2026 Earnings Report
Reported record first-quarter sales and earnings with margin expansion and higher backlog.
Key Takeaways
Moog delivered record Q1 2026 revenue and earnings, driven by strong demand across all segments, margin improvement, and a significant increase in backlog, despite negative free cash flow from working capital investment.
Revenue increased 21% year over year to a record level with growth across all segments.
Diluted EPS and adjusted EPS reached record highs driven by higher operating margins.
Twelve-month backlog grew sharply, reflecting strong future demand.
Free cash flow was negative due to inventory build and timing of payments.
Revenue by Segment
Forward Guidance
Management raised full-year fiscal 2026 guidance for revenue and adjusted EPS while reaffirming margin and cash flow conversion targets.
Positive Outlook
- Raised full-year revenue outlook.
- Higher adjusted EPS guidance.
- Strong demand signals from growing backlog.
- Continued margin discipline.
- Confidence in long-term growth strategy.
Challenges Ahead
- Ongoing tariff pressure.
- Working capital requirements impacting cash flow.
- Supply chain and inflationary risks.
- Dependence on government and defense spending.
- Execution risk on large commercial aircraft programs.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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