Moog reports record Q3 sales of $1.1B, raises FY guidance on tariff refund and tax benefits

Filed July 31, 2026 · Period ending July 31, 2026 · ~1 min read

Key Changes

• high

  Q3 net sales rose 15% to $1.117B with adjusted EPS up 60% to $3.72; operating margin expanded 430 bps to 15.8% driven by $30M tariff refund claims and strong segment performance.

  Exhibit 99.1 view on EDGAR →
• high

  Recognized $43M in one-time tax benefits ($35M prior-year R&D credits, $8M entity simplification), reducing Q3 effective tax rate to negative 10.6% from 23.4% prior year.

  Exhibit 99.1 view on EDGAR →
• high

  Raised FY 2026 guidance: sales to $4.4B (from $4.3B), adjusted operating margin to 14.1% (from 13.4%), adjusted EPS to $11.65 (from $10.60), free cash flow conversion to 70% (from 60%).

  Exhibit 99.1 view on EDGAR →