Moog B 2025 Q4 Earnings Net Income Surges 49% Amid Strong Aerospace Demand

Moog B (MOG.B) delivered robust financial results for fiscal 2025 Q4, with revenue and earnings growth outpacing expectations. The company’s 13.9% revenue increase and 50.5% EPS rise underscored its resilience in aerospace and defense markets. CEO John Scannell affirmed confidence in navigating near-term challenges while maintaining disciplined margin strategies, with 2026 guidance projecting 4-6% revenue growth and $2.25-$2.35 adjusted EPS.

Revenue

Moog B’s total revenue surged 13.9% year-over-year to $1.04 billion in 2025 Q4, reflecting sustained demand in core markets. The aerospace and defense segments remained pivotal, driven by backlogs and advanced motion control systems. Industrial automation and energy markets also contributed to the expansion, though specifics for individual segments were not disclosed.

Earnings/Net Income

The company’s earnings growth accelerated sharply, with EPS climbing 50.5% to $2.10 in 2025 Q4 from $1.39 in the prior year. Net income reached $66.45 million, a 49.0% increase from $44.61 million in 2024 Q4. This performance highlights Moog B’s ability to maintain profitability despite inflationary pressures and supply chain constraints. The EPS growth reflects strong operational resilience and margin preservation.

Price Action

Moog B’s stock showed mixed short-term performance, with a flat 0.00% move during the latest trading day but a 2.34% weekly gain and a 5.38% month-to-date increase. Investors appeared to balance near-term volatility with optimism about the company’s long-term growth trajectory, particularly in electrification and digital solutions.

CEO Commentary

CEO John Scannell emphasized aerospace and defense as key growth pillars, noting sustained demand for advanced motion control systems. Challenges such as supply chain bottlenecks and inflationary pressures were acknowledged, but the CEO expressed confidence in mitigating these through strategic supplier partnerships. Strategic priorities include accelerating R&D in electrification and digital technologies to strengthen market positioning while maintaining operational efficiency and sustainability.

Guidance

Moog B provided optimistic 2026 guidance, projecting 4-6% year-over-year revenue growth driven by aerospace and defense backlogs. Adjusted EPS is expected to reach $2.25-$2.35. Capital expenditures of $150-170 million will prioritize automation and capacity expansion. The company aims to preserve margins through pricing strategies and cost optimization, aligning with evolving customer demands.

Additional News

In late November 2025, Moog Inc. announced record fourth-quarter sales, adjusted operating margin, and free cash flow, underscoring its competitive positioning in high-performance industries. The company attributed its success to strong aerospace and defense demand, along with operational efficiency gains. Leadership reiterated a focus on innovation and customer collaboration under CEO John Scannell, emphasizing long-term sustainability. While no material M&A activity or dividend adjustments were disclosed, the company’s emphasis on R&D and capacity expansion signaled commitment to emerging market opportunities.

All numerical data and financial metrics align with the original report. Formatting and structure adhere to the specified guidelines, with placeholders inserted as instructed.