Moog’s Q1 2026 Earnings Report: A Crucial Test for Recent Stock Rally

Moog Inc. shares are approaching the release of their first-quarter 2026 financial results with significant momentum. The stock recently achieved a new 52-week high of $297.60 this past Monday, setting a high bar for the upcoming earnings announcement. Investors are now keen to see if the company's operational performance can validate the recent surge in its share price.

The report is scheduled for release on Friday, before the U.S. markets open. Analysts have set high expectations following a strong close to the previous fiscal year, which included a quarterly revenue figure of $1.05 billion.

• Earnings Per Share (EPS) Forecast: $2.24, representing a year-over-year increase of 25.8%.
• Revenue Forecast: Approximately $990.13 million, an 8.8% rise compared to the same period last year.
• Recent Price Action: The 52-week high of $297.60 was reached on January 26.

This projected EPS growth of over 25% highlights the current expansion trajectory of this specialized aerospace and defense technology firm. Market observers will be watching closely to determine if the aircraft and defense segments can continue their historical role as the company's primary growth engines. These core divisions traditionally generate the bulk of revenue and have recently attracted heightened interest from institutional investors.

Should investors sell immediately? Or is it worth buying Moog?

Management's Full-Year Guidance and Investor Briefing

Looking beyond the quarterly results, Moog's leadership has already outlined ambitious targets for the entire 2026 fiscal year. The company is aiming for net sales of around $4.2 billion and earnings per share of approximately $10.00. Another critical metric for financial health, the free-cash-flow conversion rate, is projected by management to be near 60%.

The detailed quarterly figures will be made public tomorrow morning. Subsequently, a conference call hosted by CEO Pat Roche and CFO Jennifer Walter is scheduled for 10:00 a.m. Eastern Time (4:00 p.m. CET). This call will provide management an opportunity to comment on the current order backlog and to potentially reaffirm the full-year outlook.