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Jun 28
Moog Q3 2025 Earnings Report
Moog reported record Q3 2025 sales and earnings per share, driven by strong demand in commercial and defense markets.
Key Takeaways
Moog delivered $971.4 million in revenue and $59.7 million in net income for Q3 2025, achieving record EPS and a $2.7 billion backlog, supported by strong performance in Commercial Aircraft and Space & Defense.
Revenue grew 7% year-over-year to a record $971 million
Adjusted EPS rose 24% to $2.37, reflecting strong operational performance
Twelve-month backlog reached a record $2.7 billion, driven by Military Aircraft and Space & Defense
Free cash flow improved to $93 million with over 120% conversion
Moog
Moog
Moog Revenue by Segment
Revenue by Segment
Space & Defense Revenue
CapyFin.comMilitary Aircraft Revenue
CapyFin.comCommercial Aircraft Revenue
CapyFin.comIndustrial Revenue
CapyFin.com Forward Guidance
Moog raised full-year sales guidance to $3.8 billion, expecting continued backlog growth and margin expansion despite tariff pressures.
Positive Outlook
- Full-year sales guidance increased to $3.8 billion
- Adjusted EPS expected to reach $8.25 for FY 2025
- Strong demand in Commercial Aircraft and Space & Defense
- Record backlog supporting future revenue visibility
- Operating margin expansion supported by simplification initiatives
Challenges Ahead
- Tariff pressures impacting margins
- Military Aircraft margins affected by program termination charges
- Industrial segment revenue remains pressured by divestitures
- R&D investment increasing for future programs
- Working capital needs moderating free cash flow guidance
Revenue & Expenses
Visualization of income flow from segment revenue to net income