NYSE$MOG-A

Moog Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Moog reported sales growth and margin expansion, increasing full-year earnings per share guidance.

Moog Inc. reported a strong start to fiscal year 2024, with net sales increasing by 13% to $857 million and adjusted diluted earnings per share rising by 22% to $1.53. The company also raised its full-year sales and earnings per share guidance.

  • Net sales increased 13%, driven by growth across all four segments, including a near 50% increase in Commercial Aircraft.
  • Adjusted operating margin expanded 90 basis points to 11.3%.
  • Adjusted diluted earnings per share increased 22%.
  • Twelve-month backlog increased 6% to $2.5 billion due to growth across our aerospace and defense businesses.

Headline financials

Total Revenue

$857M

Previous: $760M+12.7%
EPS

$1.48

Previous: $1.25+18.4%
12-Month Backlog

$2.5B

Previous: $2.3B+8.7%
Capital Expenditures

-$37.4M

Previous: -$30.1M-24.2%
Free Cash Flow

$10.4M

Previous: $15.9M-34.6%
Net Income

$47.8M

Previous: $46M+3.9%
Operating Income

$94.5M

Previous: $86.8M+9.0%
Gross Profit

$233M

Previous: $204M+14.5%
Cash & Equivalents

$126M

Previous: $143M-11.7%
Total Assets

$3.99B

Previous: $3.66B+9.0%
R&D Expense

$30.6M

No prior period
Stock-Based Comp

$4.17M

Previous: $2.97M+40.0%

Revenue & EPS history

Moog · Revenue · Quarterly

$857M

Q1 2024+12.7%vs Q1 2023
Beat estimate in 9 of 11 quarters(82%)
ActualEstimate

Revenue by segment

Moog · $495M total across 2 segments · Q4 2023

  • Industrial
    $254M+12.1%
  • Space & Defense
    $241M+10.9%

Forward guidance

Moog is raising its sales and earnings per share guidance for the year based on its first quarter results, and are holding its operating margin guidance. Sales in fiscal year 2024 will grow by 5%, operating margin will expand by 110 basis points and earnings per share will increase by 12%.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.3%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+4.7%

Avg return

30 days after

55%

38 / 69 earnings

Positive

+11.0%

Q4 2025

Best reaction

-22.0%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+2.3%-1.3%+4.2%
Q1 2026+6.1%+11.8%+17.2%
Q4 2025+11.0%+14.7%+24.7%
Q3 2025+3.5%+1.5%+7.3%
Q2 2025-0.2%-1.0%+6.7%
Q1 2025-15.6%-11.6%-18.0%
Q4 2024+3.9%+20.1%+17.3%
Q3 2024-10.9%-9.0%+4.0%
Q2 2024+3.4%+2.1%+10.7%
Q1 2024+2.4%-0.3%+8.0%
Q4 2023+11.0%+7.4%+18.5%
Q3 2023-4.8%-1.7%+2.9%
Q2 2023-0.6%+0.6%+7.1%
Q1 2023+3.3%+4.7%+8.0%
Q4 2022+5.6%+3.7%+7.1%
Q3 2022-0.3%-0.3%-8.3%
Q2 2022-6.8%-5.3%-4.2%
Q1 2022+4.5%+5.7%+11.2%
Q4 2021+5.7%+5.0%-10.0%
Q3 2021-6.6%-10.2%-4.2%
Q2 2021+1.3%+1.5%+5.6%
Q1 2021+3.7%+6.6%+7.2%
Q4 2020+9.5%+12.2%+26.5%
Q3 2020+0.2%+1.6%+10.0%
Q2 2020-4.2%+4.7%-1.5%
Q1 2020-3.7%-0.7%-6.5%
Q4 2019+4.4%+3.6%+2.6%
Q3 2019-12.6%-14.2%-15.1%
Q2 2019-2.3%-4.3%-11.8%
Q1 2019+5.3%+8.3%+20.2%
Q4 2018+9.5%+11.7%+16.8%
Q3 2018-11.0%-8.2%-1.5%
Q2 2018+0.9%+0.9%+2.3%
Q1 2018+0.9%-0.1%-5.6%
Q4 2017-3.9%-4.9%-4.9%
Q3 2017+0.6%-0.6%-0.1%
Q2 2017+0.1%-0.4%+2.2%
Q1 2017+3.7%+3.1%+3.4%
Q4 2016+0.4%+12.0%+20.7%
Q3 2016+4.5%+5.4%+9.5%
Q2 2016+8.7%
Q1 2016-22.0%
Q4 2015+1.2%
Q3 2015-0.2%
Q2 2015-4.3%
Q1 2015-5.2%
Q4 2014+2.7%
Q3 2014-6.2%
Q2 2014+3.0%
Q1 2014-10.3%
Q4 2013+0.6%
Q3 2013-0.8%
Q2 2013-1.0%
Q1 2013-2.6%
Q2 2012+0.4%
Q4 2012+0.7%
Q3 2012+3.3%
Q1 2012-0.2%
Q2 2011+5.5%
Q4 2011+5.5%
Q3 2011-2.5%
Q1 2010-0.6%
Q1 2011-0.6%
Q4 2010+6.6%
Q4 2008+6.6%
Q3 2009-8.4%
Q4 2009-8.4%
Q3 2010-8.4%
Q2 2010-8.4%

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