Every material Form 8-K Moog has filed with the SEC since August 02, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Moog reported fiscal third-quarter 2026 results for the quarter ended June 27, 2026, with net sales up 15% to $1.1 billion and GAAP diluted earnings per share of $4.74, compared with $1.83 a year earlier. The company raised its fiscal 2026 guidance for net sales, adjusted operating margin, adjusted diluted earnings per share and free cash flow conversion, and its Board declared a $0.30 quarterly dividend. Results were helped by $30 million of claims related to previously incurred IEEPA tariffs and by income tax benefits, and the filing notes that the quarter's figures reflect the correction of immaterial prior-period misstatements.
Net sales were $1.1 billion, up 15% from $970 million in the third quarter of 2025; GAAP diluted EPS was $4.74 versus $1.83.
Adjusted diluted EPS was $3.72 versus $2.33, and operating margin was 15.8% versus 11.5%.
Fiscal 2026 guidance raised: net sales to $4.4 billion from $4.3 billion; adjusted diluted EPS to $11.65 from $10.60.
Quarterly dividend of $0.30 per share is payable August 25, 2026, to holders of record as of August 14, 2026.
Moog Inc. said it elected Carl R. Christenson as a Class A director effective July 1, 2026, after increasing the board from nine to ten members. The filing reports no change to financial results or guidance, and his director pay is set in line with the company's other non-employee directors.
Election effective July 1, 2026; board size increased from nine to ten directors
Christenson has served on the IDEX Corporation (NYSE: IEX) board since 2019
He was chairman from 2014 to 2023 and chief executive officer from 2009 to 2023 at Altra Industrial Motion Corp.
Initial term runs until the company's next annual shareholder meeting
Moog reported fiscal second quarter 2026 net sales of $1.05 billion, up 13% from $934 million a year earlier, with diluted earnings per share of $2.55 versus $1.71. The company raised its fiscal 2026 adjusted diluted earnings per share guidance to $10.60 from $10.20 and also declared a $0.30 per share quarterly dividend.
Q2 net sales $1.05 billion vs. $934 million; diluted EPS $2.55 vs. $1.71
Adjusted diluted EPS $2.64 vs. $1.88; free cash flow $98 million vs. $2 million
FY2026 adjusted diluted EPS guidance raised to $10.60 from $10.20; adjusted operating margin and free cash flow conversion guidance reaffirmed
Quarterly dividend of $0.30 per share payable May 21, 2026 to holders of record May 12, 2026
Moog Inc. completed a $500 million offering of 5.500% senior notes maturing October 15, 2034, and said the notes' issuance satisfied the condition for redeeming all $500 million of its 4.250% senior notes due 2027. The company is refinancing its 2027 debt with longer-dated notes, which keeps its total debt level at the same $500 million amount while extending maturities; the filing gives no revenue, profit or guidance figures.
$500 million of 5.500% senior notes due October 15, 2034 were issued March 24, 2026, under an indenture with Truist Bank as trustee.
Moog called all $500 million of its 4.250% senior notes due 2027 for redemption, expected April 3, 2026, with the redemption price estimated at about $6.4 million in accrued interest.
The notes allow redemption before April 15, 2029 with a make-whole premium, and include a 101% change-of-control repurchase offer if a ratings downgrade also occurs.
Moog entered into an Eighth Amended and Restated Loan Agreement on February 26, 2026, with lenders and HSBC Bank USA as administrative agent. The amendment extends the maturity of the credit facility from October 27, 2027 to February 26, 2031, which pushes out the date by which the company must repay the borrowings. The filing does not state the facility size or pricing terms.
Agreement dated February 26, 2026, amends the Seventh Amended and Restated Loan Agreement dated May 30, 2025
Credit facility maturity extended from October 27, 2027 to February 26, 2031
HSBC Bank USA, National Association is administrative agent; full agreement filed as Exhibit 10.1
Moog reported record fiscal first quarter 2026 net sales of $1.1 billion, up 21% from the prior-year quarter, and diluted earnings per share of $2.46, up 38%. The company raised its fiscal 2026 net sales and adjusted EPS guidance, while free cash flow was a use of $79 million in the quarter.
Net sales rose 21% to $1.1 billion; diluted EPS was $2.46 versus $1.78 a year earlier
FY 2026 net sales guidance raised to $4.3 billion from $4.2 billion; adjusted diluted EPS guidance raised to $10.20 from $10.00
Free cash flow was negative $79 million in the quarter, driven primarily by inventory build and payment timing
Board declared a quarterly dividend of $0.30 per share, payable February 26, 2026, to holders of record as of February 17, 2026
Moog reported fourth-quarter fiscal 2025 net sales of $1,049 million, up 14%, and diluted earnings per share of $2.01, up 53% from a year earlier. The company forecast fiscal 2026 net sales of $4.2 billion and diluted EPS of $10.00, compared with $3.9 billion and $7.33 in fiscal 2025, and its board declared a $0.29 quarterly dividend.
Q4 2025 net sales $1,049 million vs. $919 million in Q4 2024; diluted EPS $2.01 vs. $1.31, as reported.
Fiscal 2026 guidance: net sales $4.2 billion (fiscal 2025: $3.9 billion); diluted EPS $10.00, within +/- $0.20 (fiscal 2025: $7.33).
Quarterly dividend of $0.29 per share, payable December 17, 2025, to holders of record as of December 8, 2025.
Prior-period results for 2023 through 2025 were revised for immaterial misstatements tied to Commercial Aircraft aftermarket service contracts.
Moog's Board approved a Non-Qualified Deferred Compensation Plan on November 11, 2025, letting selected employees defer part of their salary and bonuses. The plan takes effect January 1, 2026, and the filing describes it as a benefit for a select group of management and highly compensated employees, not a financial result.
Board approved the Moog Inc. Non-Qualified Deferred Compensation Plan on November 11, 2025, on the Compensation Committee's recommendation
Eligible employees may defer up to 75% of annual base salary and up to 75% of incentive or bonus cash compensation
Plan takes effect January 1, 2026; company contributions beyond deferrals are optional and may vest on a schedule
Moog reported fiscal third-quarter 2025 net sales of $971 million, up 7%, and diluted earnings per share of $1.87, up 7%. It raised its full-year net sales guidance to $3.8 billion from $3.7 billion, but lowered its diluted EPS guidance to $7.44 from $7.89 and its adjusted operating margin guidance to 12.8% from 13.0%. The board also declared a quarterly dividend of $0.29 per share.
Q3 adjusted diluted EPS was $2.37, up 24% from $1.91 a year earlier.
On May 30, 2025, Moog entered into a Seventh Amended and Restated Loan Agreement with HSBC Bank USA, National Association, as administrative agent. The agreement adds a $250 million term loan that the company says increases its liquidity for general business purposes, while the $1,100 million revolving commitment is unchanged.
Agreement dated May 30, 2025, amends and restates the Sixth Amended and Restated Loan Agreement dated October 27, 2022
New term loan of $250 million matures October 27, 2027, the same maturity as the revolving credit facility
Revolving commitment amount remains unchanged at $1,100 million
Moog reported fiscal second quarter 2025 net sales of $935 million, up from $930 million a year earlier, while diluted earnings per share fell to $1.75 from $1.86 and adjusted diluted EPS fell to $1.92 from $2.19. The company cut its full-year 2025 diluted EPS guidance to $7.89 from $8.06 and reiterated its sales and adjusted EPS guidance, while noting potential tariff risk to operating profit of $10 million to $20 million.
Q2 net sales $935 million vs. $930 million; diluted EPS $1.75 vs. $1.86; adjusted diluted EPS $1.92 vs. $2.19
FY2025 diluted EPS guidance lowered to $7.89 from $8.06; operating margin guidance lowered to 12.7% from 12.9%
Sales guidance ($3.7 billion) and adjusted EPS guidance ($8.20) unchanged; current guidance excludes potential net tariff risk
Board declared $0.29 quarterly dividend, payable May 27, 2025 to holders of record May 9, 2025
Moog reported fiscal first quarter 2025 net sales of $910 million, up 6% from $857 million a year earlier, and diluted EPS of $1.64, up 11% from $1.48. The company lowered its fiscal 2025 diluted EPS forecast to $8.06 from $8.20 while keeping its net sales outlook at $3.7 billion, and free cash flow was a use of $165 million in the quarter. The company also declared a 4% higher quarterly dividend of $0.29 per share, payable February 25, 2025.
Q1 2025 net sales rose 6% to $910 million, and diluted EPS rose 11% to $1.64; adjusted diluted EPS was $1.78, including $0.18 of out-of-period warranty expense.
FY 2025 diluted EPS guidance was cut to $8.06 from $8.20; net sales guidance of $3.7 billion and adjusted diluted EPS guidance of $8.20 were unchanged.
Free cash flow was a use of $165 million, compared with a use of $2 million a year earlier, driven by working capital requirements.
Board declared a quarterly dividend of $0.29 per share, payable February 25, 2025, to holders of record as of February 7, 2025.
Moog announced two leadership changes. Chief Operating Officer Mark Trabert plans to retire as COO effective December 31, 2024, and remain an Executive Vice President until retiring in February 2025. Director Brian J. Lipke plans to retire from the Board before the 2025 annual shareholder meeting after 21 years of service.
Mark Trabert retires as COO effective December 31, 2024, after a 40-year career with Moog; he stays as EVP until February 2025
Operating Group Presidents will report directly to CEO Pat Roche once Trabert's COO role ends
Brian J. Lipke intends to retire from the Board immediately before the 2025 annual meeting after 21 years as director
Moog reported fiscal fourth-quarter 2024 net sales of $917 million, up 5%, and full-year sales of $3.6 billion, up 9%, which it described as a record. Fourth-quarter operating margin fell to 9.1% from 10.1% because of higher restructuring and other charges, while diluted earnings per share rose 8% to $1.33. The company guided fiscal 2025 to $3.7 billion in net sales and $8.20 diluted earnings per share, compared with $6.40 in fiscal 2024, and declared a $0.28 quarterly dividend.
Q4 2024 net sales were $917 million, up from $872 million a year earlier; diluted EPS was $1.33 versus $1.23.
Q4 2024 operating margin was 9.1%, down 100 basis points, due to higher charges related to simplification initiatives.
FY2025 guidance: net sales of $3.7 billion and diluted EPS of $8.20, compared with $3.6 billion and $6.40 in FY2024.
Quarterly dividend of $0.28 per share is payable December 6, 2024 to holders of record as of November 21, 2024.
Moog reported fiscal third quarter 2024 net sales of $905 million, up 6%, and diluted earnings per share of $1.74, up 32% from the prior year. The company raised its fiscal 2024 net sales guidance to $3,575 million from $3,550 million and its adjusted diluted earnings per share guidance to $7.40 from $7.25, while lowering its GAAP diluted earnings per share guidance slightly to $6.85 from $6.87. The company also declared a $0.28 per share quarterly dividend payable August 29, 2024.
Q3 fiscal 2024 net sales of $905 million rose 6%, and diluted EPS of $1.74 rose 32% from $1.32
Adjusted diluted EPS was $1.91, up 39% from $1.37, and adjusted operating margin rose 210 basis points to 12.3%
FY2024 guidance: net sales raised to $3,575 million from $3,550 million; adjusted diluted EPS raised to $7.40 from $7.25; GAAP diluted EPS lowered to $6.85 from $6.87
Quarterly dividend of $0.28 per share payable August 29, 2024 to holders of record as of August 16, 2024
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Moog filing is on SEC EDGAR ↗. 8-K briefs of other companies →