MOG.B Overview

Dividend Declaration: Moog Inc. has declared a quarterly dividend of $0.29 per share, payable on December 17, 2025, to shareholders of record as of December 8, 2025.

Financial Impact: The dividend represents a net cash outflow of approximately $9 million, with future dividends subject to the Board's discretion.

Company Overview: Moog Inc. is a global designer and manufacturer specializing in high-performance precision motion and fluid control systems for various applications, including military and commercial aerospace.

Additional Information: More details about Moog Inc. can be found on their official website, www.moog.com.

Record Financial Performance: Moog Inc. reported record fourth quarter and full-year results, with a 7% increase in sales to $3.9 billion for FY '25, driven by strong growth in the Aerospace and Defense segments, and a backlog reaching $3 billion.

Positive Outlook for FY '26: The company projects a 9% sales growth to $4.2 billion for FY '26, with adjusted EPS expected to rise by 15%, supported by continued strength in the Defense market and improvements in operational efficiency.

Operational Enhancements: Management emphasized ongoing structural changes in working capital and supply chain management, aiming for a 60% free cash flow conversion and addressing tariff impacts on margins, particularly in the Commercial Aircraft sector.

Analyst Sentiment: Analysts expressed positive sentiment regarding Moog's operational execution and guidance, focusing on cash flow improvement and margin pressures, while management maintained confidence in achieving their financial targets for the upcoming year.

Q4 Financial Performance: Moog reported a Q4 Non-GAAP EPS of $2.56, exceeding expectations by $0.34, with revenue of $1.05 billion, a 14.3% year-over-year increase, surpassing estimates by $86.91 million.

Operating Margins and Cash Flow: The adjusted operating margin for Q4 2025 rose to 13.7%, and the company achieved a record free cash flow of $199 million, attributed to strong cash generation from working capital changes.

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Aerospace & Defense Symposium: Gabelli Funds, LLC is hosting its annual Aerospace & Defense Symposium on September 4, 2025, at The Harvard Club in New York City, featuring top executives from over ten companies discussing industry trends such as demand outlook, defense spending, and M&A potential.

Event Agenda: The symposium will include presentations and one-on-one meetings with executives from various companies, including Astronics Corporation, Textron Inc., and Moog Inc., among others, with a full agenda starting at 7:45 AM.

Aerospace & Defense Symposium: Gabelli Funds, LLC is hosting its annual Aerospace & Defense Symposium on September 4, 2025, at The Harvard Club in New York City, featuring top executives from over ten companies and discussions on industry growth, defense spending, and M&A opportunities.

Featured Companies: The symposium will include notable companies such as AIRO Group Holdings, Elbit Systems, and Textron, providing attendees with opportunities for one-on-one meetings with management.