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Moog
Moog (MOG) investor relations material
Moog TD Cowen 47th Annual Aerospace & Defense Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 47th Annual Aerospace & Defense Conference summary12 Feb, 2026
Strategic transformation and operational initiatives
Leadership implemented an 80/20 initiative to improve margins, focusing on pricing, simplification, and portfolio shaping since 2023.
Rationalized manufacturing footprint, divested non-core businesses, and created focused factories to streamline operations.
80/20 analysis led to customer and product stratification, prioritizing high-value customers and products for growth and resource allocation.
Over 80% of revenue now managed under the 80/20 framework, with ongoing efforts to embed this approach into management processes.
Continuous improvement is emphasized, integrating Lean and other tools to sustain operational gains.
Customer and product rationalization outcomes
Customers are now tiered (platinum to tin), with differentiated service levels and incentives for higher engagement.
Product lines that are unprofitable or at end-of-life are repriced or discontinued, with some transitioned to distributors.
Enhanced focus on top-tier customers has resulted in significant new and repeat orders, such as $100M+ contracts with Lockheed Martin.
Operational excellence recognized by customers, including awards for on-time delivery and quality.
The company is positioned on multiple high-growth missile programs, supporting future revenue expansion.
Capacity, growth, and capital investment
Missile-related business expected to grow from $200M in FY25 to $250M in FY26, with 20%+ growth rate.
Facility in Salt Lake City has capacity for 4x production rate increases without expansion, with new investments planned.
CapEx has been double that of peers, supporting readiness for increased demand across multiple sites.
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Next Moog earnings date
Q2 202624 Apr, 2026
Moog
Next Moog earnings date
Q2 202624 Apr, 2026
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Moog Inc designs and manufactures precision control components and systems for applications in aerospace, defense, industrial automation, and medical devices. The company’s offerings include actuators, servo valves, and motion control solutions tailored for mission-critical operations. Moog serves global markets requiring high-performance motion and fluid controls. The company is headquartered in East Aurora, New York, and its shares are listed on the NYSE.
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