Moog Inc. (MOGA)

Moog beat expectations on both the top and bottom line in the third fiscal quarter of 2026, with results reported July 31, 2026, as revenue rose 14.9% to about $1.1 billion (up from roughly $971.4 million a year ago). Adjusted EPS of $3.72 topped the $2.66 estimate (+39.8%) and doubled from $1.86 a year ago, while revenue of $1.117 billion topped the $1.079 billion estimate (+3.5%). Growth was led by its largest reported segment, which increased 16.8% to roughly $336.1 million, alongside two other segments that each grew at least +16% year over year, including about $281.7 million (+17.6%) and roughly $253.6 million (+16.5%). Profitability held at a gross margin of ~31% and an operating margin of about 15%, with operating income of roughly $163.2 million and net income up 154.6% to about $152.0 million (versus roughly $59.7 million a year ago). The company generated operating cash flow of about $160.1 million and returned cash through roughly $12.2 million of share repurchases and about $9.5 million in dividends. Next-period consensus calls for EPS of $2.70 on revenue of $1.117 billion.