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- **Q4 Record Performance**: $1 billion sales, 36% order growth, and 20% backlog expansion despite $100M tariffs.
- **FY26 Guidance**: 9% sales growth to $4.2B, 70bp margin expansion, and 15% EPS growth to $10.00.
- **Segment Strengths**: Defense demand up 36%, Commercial Aerospace OE +27%, Industrial data center cooling doubling in 9 months.
- **Cash Flow Focus**: 60% free cash flow target via supply chain optimization and destocking.

**【CEO Summary Section】**
- **Record Q4 Performance**: Achieved $1 billion in quarterly sales, 36% year-over-year increase in orders, and 20% growth in backlog. Overcame $100 million in tariff headwinds while maintaining margin expansion.
- **End Market Strength**: Defense demand driven by U.S., NATO, and Indo-Pacific expansion; Commercial Aerospace benefiting from 787 production ramp-up and aftermarket stability; Industrial growth in data center cooling and medical devices.
- **FY26 Guidance**: 9% sales growth to $4.2 billion, 70bp margin expansion to 13.4%, and 15% EPS growth to $10.00. Free cash flow conversion target of 60%.

**【CFO Financial Commentary】**
- **FY25 Results**: $3.9 billion revenue (+7%), 13.0% adjusted operating margin (+30bps), $8.69 EPS (+11%). Free cash flow near high end of guidance range.
- **Q4 Highlights**: $1 billion sales (+14%), 13.7% margin (+20bps), $2.56 EPS (+19%). Commercial Aircraft segment grew 27% on OE and aftermarket strength.
- **FY26 Financials**: Sales $4.2 billion (+9%), margin 13.4% (+40bps), EPS $10.00 (+15%). Free cash flow conversion to 60%.

**【Q&A Key Highlights】**
- **Cash Flow Strategy**: Pushing out material receipts, destocking, and optimizing supply chain to reduce working capital. FY26 free cash flow target of 60%.
- **Tariff Impact**: Commercial Aircraft segment margin pressured by $100 million tariffs. Industrial and Defense segments less affected.
- **Growth Drivers**: MV-75 program expansion, CCA partnerships (e.g., XQ-58 Valkyrie), and data center cooling demand. Exploring M&A in Defense and Space markets.
- **Customer Advances**: $74 million in Q4, contributing to 2.5x cash flow conversion. Expecting moderate growth in FY26.

Moog Inc. (MOG.A) Q4 2025 Earnings Call Transcript

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MOG.A

MOG.A fundamentals

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