Demand and volumepositive · 5 filings
“The commercial space market is driven by demand for small satellites, which increases the demand for increased launch vehicle capacity.”10-Q · Jul 31, 2026 ↗
Moog Inc.
MOG-A
Market read
Moog Inc.'s current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
What changed
- Revenue increased 12.6% versus the comparable filing period.
Company-0.7% todayVolume comparison unavailable
Market group0 of 26 activeHigh-Beta Growth · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Twelve‑month industrial backlog and quarterly net sales rose primarily due to higher demand for data center cooling pumps.
- Moog reports its twelve-month industrial backlog increased primarily because of higher demand for data center cooling pumps.
Invalidation: The isolated read changes if MOG-A's group or a disclosed connection begins moving with it.
Research brief
The story so far
The latest filing evidence is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
Evidence that supports
- Revenue increased 12.6% versus the comparable filing period.
- Operating margin improved 1.4 percentage points.
- Net income increased 49.9% versus the comparable filing period.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Twelve‑month industrial backlog and quarterly net sales rose primarily due to higher demand for data center cooling pumps.
- Moog reports its twelve-month industrial backlog increased primarily because of higher demand for data center cooling pumps.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations326
Usable filing statements134
Verified relationships10
Evidence supporting the case
- Latest annual revenue changed +7.0% year over year.
- Operating cash flow covered net income at 1.16x in the latest annual period.
- Demand and volume has repeated favorable evidence across 5 filings.
Evidence challenging the case
No qualifying adverse evidence was identified; that is not proof there is no downside.
Questions before a position
- P/E is 105% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 77% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 9, 2026
367.346m+16.8%12m+89.1%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-10-02$2.9B-1.1%$4.87-3.4%
2022-10-01$3.0B+6.4%$4.83-0.6%
2023-09-30$3.3B+9.2%$5.47-0.2%
2024-09-28$3.6B+8.8%$6.45+1.0%
2025-09-27$3.9B+7.0%$7.33-0.9%
What management says matters
Persistent and emerging business drivers
Tariffs and trade policymixed · 5 filings
“Operating margin increased in the third quarter of 2026 compared to the third quarter of 2025, driven by IEEPA tariff refund claims, partially offset by the benefit of the sale of a non-core product line that occurred in the third quarter of 2025 and an unfav…”10-Q · Jul 31, 2026 ↗
Credit and interest ratesmixed · 4 filings
“Interest expense decreased in the first three quarters of 2026 compared to the first three quarters of 2025, driven by lower outstanding debt balances and lower interest rates.”10-Q · Jul 31, 2026 ↗
Product pipeline and R&Dmixed · 4 filings
“The effective tax rate was lower in the third quarter and first three quarters of 2026 compared to the third quarter and first three quarters of 2025, driven by our re-evaluation and adjustment of our domestic research and development tax credits.”10-Q · Jul 31, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 3.1× · EV/sales 3.3×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
367.29-0.7% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 12:40 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for MOG-A. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-24 against the comparable filing from 2025-04-25.
OperationsconstructiveEvidence score +3
liquidityneutralEvidence score 0
valuationdiscount
What improved
- Revenue increased 12.6% versus the comparable filing period.
- Operating margin improved 1.4 percentage points.
- Net income increased 49.9% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Industrial's twelve-month backlog increased primarily due to higher demand for liquid cooling pumps used in data centers.”
“The decrease was driven by tariff pressure, which was partially mitigated by pricing benefits.”
“The increase was driven by pricing benefits, which were partially offset by tariff pressure.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
The relationships behind MOG-A
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
BAThe Boeing CompanycustomerNov 26, 2025 ▾
“Both factors contributed to the demand for new, more fuel-efficient aircraft with lower operating costs that led to large production backlogs for Boeing and Airbus.”
LMTLockheed Martin CorporationpartnerNov 26, 2025 ▾
“We maintain positions on numerous high priority programs, including the Lockheed Martin F-35 Lightning II.”
Depended on by
RDWRedwire CorporationsupplierMay 7, 2026 ▾
“Awarded a $12.8 million contract to deliver Extensible Low-Profile Solar Array (“ELSA”) wings to Moog, Inc.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
MOG-A is currently a Follower in the organic co-movement group High-Beta Growth. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.