Form 8-K

8-K — MOOG INC.

Accession: 0001628280-26-051250

Filed: 2026-07-31

Period: 2026-07-31

CIK: 0000067887

SIC: 3590 (MISC INDUSTRIAL & COMMERCIAL MACHINERY & EQUIPMENT)

Item: Results of Operations and Financial Condition

Item: Other Events

Item: Financial Statements and Exhibits

Documents

8-K — mog-20260731.htm (Primary)

EX-99.1 (ex991-73126.htm)

EX-99.2 (ex992-73126.htm)

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XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: mog-20260731.htm · Sequence: 1

mog-20260731

0000067887FALSE00000678872026-07-312026-07-310000067887us-gaap:CommonClassAMember2026-07-312026-07-310000067887us-gaap:CommonClassBMember2026-07-312026-07-31

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

July 31, 2026

Date of Report (date of earliest event reported)

MOOG Inc.

(Exact name of registrant as specified in its charter)

NY 1-05129 16-0757636

(State or other jurisdiction of incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

400 Jamison Rd East Aurora, New York 14052-0018

(Address of Principal Executive Offices)

(Zip Code)

(716) 652-2000

(Registrant's telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Class A common stock MOG.A New York Stock Exchange

Class B common stock MOG.B New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

Item 2.02 Results of Operations and Financial Condition

On July 31, 2026, Moog Inc. (the “Company”) issued a press release discussing results of operations for the quarter ended June 27, 2026. A copy of the press release is included as exhibit 99.1 of this report.

The information in this report is being furnished pursuant to Item 2.02 of Form 8-K and shall not be deemed to be “filed” for purposes of Section 18 of the Securities and Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise be subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Exchange Act or the Securities Act of 1933, as amended, except as expressly stated by specific reference in such a filing.

Item 8.01 Other Events

On July 31, 2026, the Company issued a press release announcing that the Company’s Board of Directors declared a quarterly dividend of $0.30 per share on the Company's issued and outstanding shares of Class A common stock and Class B common stock. The dividend will be paid on August 25, 2026 to all shareholders of record as of the close of business on August 14, 2026. A copy of the press release is included as Exhibit 99.2 of this report.

Item 9.01 Financial Statements and Exhibits

(d)Exhibits.

99.1

Press release dated July 31, 2026, announcing Moog Inc.’s results of operations for the quarter ended June 27, 2026.

99.2

Press release dated July 31, 2026, announcing cash dividend.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

MOOG INC.

Dated:

July 31, 2026

By: /s/ Nicholas Hart

Name: Nicholas Hart

Controller

EX-99.1

Filename: ex991-73126.htm · Sequence: 2

Document

Release Date: July 31, 2026

IMMEDIATE

Moog Inc. Achieves Record Third Quarter 2026 Results Through Operational Excellence and Raises Full-Year Guidance

East Aurora, NY -- Moog Inc. (NYSE: MOG.A and MOG.B), a worldwide designer, manufacturer and systems integrator of high-performance precision motion and fluid controls and control systems, today reported fiscal third quarter 2026 results, reflecting record sales and adjusted earnings per share, expanded operating margin and strong cash generation.

“These third quarter results demonstrate the strength of Moog's portfolio and operational excellence," said Pat Roche, CEO. "We are clear about where we win, disciplined on how we work, selective about where we invest, and able to turn attractive market demand into improved financial performance."

(in millions, except per share results) Three Months Ended

Q3 2026

Q3 2025(2)

Deltas

Net sales $ 1,117 $ 970 15%

Operating margin 15.8 % 11.5 % 430 bps

Adjusted operating margin(1)

16.4 % 13.6 % 280 bps

Net earnings $ 152 $ 58 160%

Adjusted net earnings(1)

$ 119 $ 74 61%

Diluted net earnings per share $ 4.74 $ 1.83 159%

Adjusted diluted net earnings per share(1)

$ 3.72 $ 2.33 60%

Net cash provided (used) by operating activities $ 160 $ 125 $ 35

Free cash flow(1)

$ 133 $ 93 $ 40

(1) See the reconciliations of adjusted financial measures to the most directly comparable U.S. GAAP measures included in the financial statements herein for the periods ended June 27, 2026 and June 28, 2025.

(2) As previously disclosed, amounts have been revised to reflect the correction of immaterial misstatements. See "Revision of Previously Issued Consolidated Financial Statements" section from our 2025 Form 10-K.

Quarter Highlights

•Record net sales, reflecting significant growth across all four segments.

•Operating margin benefitted from $30 million of claims related to previously incurred International Emergency Economic Powers Act ("IEEPA") tariffs and the absence of the prior year's program termination and asset impairment charges.

•Adjusted operating margin increased due to the claims of previously incurred IEEPA tariffs, which accounted for 270 basis points of incremental margin, and business performance, partially offset by last year's benefit from a non-core product line sale.

•Diluted net earnings per share was driven by income tax benefits attributable to current and prior fiscal years, the claims of previously incurred IEEPA tariffs and business performance.

•Adjusted diluted net earnings per share was driven by the claims of previously incurred IEEPA tariffs and business performance.

•Free cash flow improved significantly, driven by strong earnings.

•Twelve-month backlog increased 23% to $3.3 billion, reflecting continued demand across our markets.

Shaping the way our world moves ™

Segment Results

Sales in the third quarter of 2026 were $1.1 billion, an increase of 15% compared to the third quarter of 2025. Space and Defense sales increased 17% to $336 million, reflecting broad-based defense demand including demand for missile controls and space vehicles. Military Aircraft sales increased 9% to $245 million, driven by strong aftermarket activity, as well as continued activity on the MV-75 program. Commercial Aircraft sales increased 17% to $254 million, driven by higher volume and pricing on various major production programs, as well as strong aftermarket sales. Industrial sales increased 18% to $282 million, driven by strong demand for data center cooling pumps, as well as for medical devices and energy products.

Operating margin in the third quarter of 2026 was 15.8%, an increase of 430 basis points compared to the third quarter of 2025. Industrial operating margin increased 770 basis points to 17.4%, primarily driven by tariff refund claims, as well as the absence of last year's impairment charges and the growing data center cooling pump business. Military Aircraft operating margin increased 650 basis points to 14.7%, driven by the absence of the prior year’s 360 basis point charge associated with the termination of a product development effort and business performance. Space and Defense operating margin increased 240 basis points to 15.7%, driven by business performance and, to a lesser extent, the tariff refund. These benefits were partially offset by increased product development, business capture and operational readiness investments. Commercial Aircraft operating margin increased 50 basis points to 15.2%, driven by tariff refund claims and pricing benefits, mostly offset by the absence of the prior year's 300 basis points non-core product line sale and the current quarter's less favorable sales mix.

Adjusted operating margin excludes $7 million of charges for simplification initiatives in the third quarter of 2026, and excludes $20 million of charges for simplification initiatives, as well as a program termination, in the third quarter of 2025. Excluding these items, adjusted operating margin expanded 280 basis points to 16.4% compared to the third quarter of 2025. Industrial adjusted operating margin increased 630 basis points to 19.9% driven by tariff refund claims and the growing data center cooling pump business. Military Aircraft adjusted operating margin increased 290 basis points to 14.7%, driven by business performance and the tariff refund. Within Space and Defense and Commercial Aircraft, adjusted operating margin increased due to the same factors as described above.

Income Tax Expense

The effective tax rates for the third quarter and first three quarters of 2026 were (10.6)% and 10.0%, respectively, compared with 23.4% for both corresponding periods of 2025. During the third quarter of 2026, we recognized income tax benefits related to U.S. federal research credits of $35 million related to prior years. We also recognized a discrete income tax benefit of $8 million related to legal entity simplification initiatives. Adjusted 2026 net earnings and adjusted net earnings per share exclude both the $35 million and $8 million income tax benefits.

Free Cash Flow Results

Free cash flow for the quarter was $133 million. Strong earnings drove cash generation, and working capital remained relatively constant despite strong sales growth. Capital expenditures were $28 million, relatively light compared to recent periods due to timing of capital investments.

Fiscal 2026 Financial Guidance

“This quarter was another one marked with robust financial results," said Jennifer Walter, CFO. "We're increasing our 2026 guidance for all key financial metrics, reflecting our strong operational performance, as well as contributions from the tariff refund and a current year research and development tax credit. Fiscal 2026 is shaping up to be another record year."

FY 2026 Guidance

Current Previous

Net sales (in billions) $ 4.4 $ 4.3

Adjusted operating margin 14.1 % 13.4 %

Adjusted diluted net earnings per share(1)

$ 11.65 $ 10.60

Free cash flow conversion 70 % 60 %

(1) Adjusted diluted net earnings per share is forecasted to be within range of +/- $0.10.

Shaping the way our world moves ™

Conference call information

In conjunction with today’s release, Pat Roche, CEO, and Jennifer Walter, CFO, will host a conference call today beginning at 10:00 a.m. ET, which will be simultaneously broadcast live online. Listeners can access the call and supplemental financial materials at www.moog.com/investors/communications.

Cautionary Statement

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which can be identified by words such as: “may,” “will,” “should,” “believes,” “expects,” “expected,” “intends,” “plans,” “projects,” “approximate,” “estimates,” “predicts,” “potential,” “outlook,” “forecast,” “anticipates,” “presume,” “assume” and other words and terms of similar meaning (including their negative counterparts or other various or comparable terminology). These forward-looking statements are made pursuant to the Private Securities Litigation Reform Act of 1995, are neither historical facts nor guarantees of future performance and are subject to several factors, risks and uncertainties, the impact or occurrence of which could cause actual results to differ materially from the expected results described in the forward-looking statements.

Although it is not possible to create a comprehensive list of all factors that may cause our actual results to differ from the results expressed or implied by our forward-looking statements or that may affect our future results, some of these factors and other risks and uncertainties are described in Item 1A “Risk Factors” of our Annual Report on Form 10-K and in our other periodic filings with the Securities and Exchange Commission (“SEC”) and include, but are not limited to, risks relating to: (i) our operation in highly competitive markets with competitors who may have greater resources than we possess; (ii) our operation in cyclical markets that are sensitive to domestic and foreign economic conditions and events; (iii) current and future geopolitical conditions and events, including wars, armed conflicts, sanctions, trade restrictions and related disruptions to global markets and supply chains; (iv) our heavy dependence on government contracts that may not be fully funded, delayed or terminated; (v) our ability to remediate the material weakness in internal control over financial reporting and maintain effective disclosure controls and procedures; (vi) supply chain constraints and inflationary impacts on prices for raw materials and components used in our products; (vii) failure of our subcontractors or suppliers to perform their contractual obligations; (viii) risks related to information systems interruptions, intrusions, cybersecurity threats or new software implementations; and (ix) our accounting estimates for over-time contracts and any changes we may need to make thereto. You should evaluate all forward-looking statements made in this press release in the context of these risks and uncertainties.

While we believe we have identified and discussed in our SEC filings the material risks affecting our business, there may be additional factors, risks and uncertainties not currently known to us or that we currently consider immaterial that may affect the forward-looking statements we make herein. Given these factors, risks and uncertainties, investors should not place undue reliance on forward-looking statements as predictive of future results. Any forward-looking statement speaks only as of the date on which it is made, and we disclaim any obligation to update any forward-looking statement made in this press release, except as required by applicable law.

Non-GAAP Financial Measures

The press release also includes certain financial information that is not presented in accordance with Generally Accepted Accounting Principles (“GAAP”), including, but not limited to, “Adjusted Operating Margin,” “Adjusted Diluted Net Earnings Per Share,” “Adjusted Net Earnings,” “Adjusted Effective Tax Rate,” “Free Cash Flow” and “Free Cash Flow Conversion.” While we believe that these non-GAAP financial measures may be useful in evaluating our financial condition and results of operations, this information should be considered supplemental and is not a substitute for financial information prepared in accordance with GAAP. Adjustments to operating profit and margin and net earnings per share have included restructuring charges; acquisition- and integration-related costs; gains or losses on investments; asset impairments; litigation and regulatory matters; discrete tax items; changes in the fair value of contingent consideration; foreign exchange gains or losses; and other non-recurring or non-cash items. Reconciliations of the non-GAAP measures to the most directly comparable GAAP measures can be found in the accompanying materials.

The press release also includes certain forward-looking non-GAAP financial guidance, including, but not limited to, “Adjusted Diluted Net Earnings per Share,” “Adjusted Operating Margin” and “Free Cash Flow Conversion". The Company is unable to provide a reconciliation of such forward-looking non-GAAP guidance to the most directly comparable GAAP measures without unreasonable effort because certain items that are material to the comparable GAAP measures are not available and cannot be estimated with reasonable certainty. These items are dependent on future events that are difficult to predict and outside the Company’s control. These items may include, but are not limited to, restructuring charges; acquisition- and integration-related costs; gains or losses on investments; asset impairments; litigation and regulatory matters; discrete tax items; changes in the fair value of

Shaping the way our world moves ™

contingent consideration; foreign exchange gains or losses; and other non-recurring or non-cash items. The timing and amount of these items may vary significantly from period to period and could have a material impact on the Company’s GAAP results, including, but not limited to, “Diluted Net Earnings per Share” and “Operating Margin”.

Contact:

Aaron Astrachan

Director, Investor Relations

716.687.4225

Shaping the way our world moves ™

Moog Inc.

CONSOLIDATED STATEMENTS OF EARNINGS (UNAUDITED)

(dollars in thousands, except per share data)

Three Months Ended Nine Months Ended

June 27,

2026 June 28,

2025 June 27,

2026 June 28,

2025

Net sales $ 1,116,545 $ 969,582 $ 3,268,838 $ 2,811,486

Cost of sales 769,299 696,913 2,339,797 2,034,972

Inventory write-down — 5,839 — 7,988

Gross profit 347,246 266,830 929,041 768,526

Research and development 33,040 21,906 84,336 69,992

Selling, general and administrative 150,989 139,748 436,272 401,817

Interest 15,778 17,790 48,513 53,586

Asset impairment and fair value adjustment 6,684 3,000 6,684 3,000

Restructuring 2,268 2,850 5,224 9,059

Other 1,063 5,183 555 8,226

Earnings before income taxes 137,424 76,353 347,457 222,846

Income taxes (benefit) (14,601) 17,867 34,742 52,224

Net earnings $ 152,025 $ 58,486 $ 312,715 $ 170,622

Net earnings per share

Basic $ 4.80 $ 1.86 $ 9.88 $ 5.38

Diluted $ 4.74 $ 1.83 $ 9.76 $ 5.32

Weighted average common shares outstanding

Basic 31,676,950 31,524,999 31,654,223 31,684,945

Diluted 32,075,908 31,896,949 32,038,003 32,082,186

Shaping the way our world moves ™

Moog Inc.

RECONCILIATION TO ADJUSTED NET EARNINGS, ADJUSTED DILUTED NET EARNINGS PER SHARE AND ADJUSTED EFFECTIVE TAX RATE (UNAUDITED)

(dollars in thousands)

Three Months Ended Nine Months Ended

June 27,

2026 June 28,

2025 June 27,

2026 June 28,

2025

Net Earnings as Reported $ 152,025 $ 58,486 $ 312,715 $ 170,622

Adjustments to Net Earnings:

Program terminations(1)

— 8,065 1,324 8,065

Simplification initiatives(2)

8,239 6,805 13,531 18,204

Investment losses(3)

— 3,000 — 3,000

Acquisition and integration(4)

— 481 3,606 481

Other charges(5)

(1,200) 1,462 (1,067) 3,462

Corporate charges(6)

5,938 — 6,338 —

Tax effect of above adjustments (3,133) (4,007) (5,775) (7,320)

One-time tax benefits(7)

(42,613) — (42,613) —

Net Earnings as Adjusted $ 119,256 $ 74,292 $ 288,059 $ 196,514

Diluted Net Earnings Per Share

As Reported $ 4.74 $ 1.83 $ 9.76 $ 5.32

As Adjusted $ 3.72 $ 2.33 $ 8.99 $ 6.13

Effective Income Tax Rate

As Reported (10.6) % 23.4 % 10.0 % 23.4 %

As Adjusted 20.7 % 22.7 % 22.4 % 23.3 %

The diluted net earnings per share associated with the adjustments in the table above may not reconcile when totaled due to rounding.

(1) Adjustments include costs related to the termination of significant development, production, or support programs, such as write-off and impairment of inventory and long-lived assets, contract termination costs and other related charges or credits.

(2) Adjustments include costs related to footprint rationalization, portfolio shaping and legal entity re-organization activities, such as facility closure costs, employee severance and retention costs, write-off and impairment of inventory and long-lived assets and other related charges or credits.

(3) Adjustments include impairment losses on minority investments.

(4) Adjustments include acquisition related activity, such as amortization of inventory fair value step-up and professional services fees. Charges also include costs related to integrating the business, such as employee severance and retention costs, professional services fees, legal entity and facility rationalization costs and other related charges or credits.

(5) Adjustments include costs associated with business interruptions from natural causes, litigation matters and other charges or credits that are not part of normal operations.

(6) Adjustments primarily include impairment charges related to long-lived assets used in corporate operations.

(7) Adjustments include tax benefits associated with federal R&D tax credits attributable to prior fiscal years and legal-entity simplification initiatives.

Shaping the way our world moves ™

Moog Inc.

CONSOLIDATED SALES AND OPERATING PROFIT (UNAUDITED)

(dollars in thousands)

Three Months Ended Nine Months Ended

June 27,

2026 June 28,

2025 June 27,

2026 June 28,

2025

Net sales:

Space and Defense $ 336,095 $ 287,705 $ 973,966 $ 805,673

Military Aircraft 245,164 224,662 728,064 651,931

Commercial Aircraft 253,569 217,655 768,419 651,708

Industrial 281,717 239,560 798,389 702,174

Net sales $ 1,116,545 $ 969,582 $ 3,268,838 $ 2,811,486

Operating profit:

Space and Defense $ 52,730 $ 38,363 $ 138,765 $ 99,921

15.7 % 13.3 % 14.2 % 12.4 %

Military Aircraft 35,948 18,346 96,386 65,671

14.7 % 8.2 % 13.2 % 10.1 %

Commercial Aircraft 38,480 32,025 96,210 83,139

15.2 % 14.7 % 12.5 % 12.8 %

Industrial 49,112 23,177 118,292 75,835

17.4 % 9.7 % 14.8 % 10.8 %

Total operating profit 176,270 111,911 449,653 324,566

15.8 % 11.5 % 13.8 % 11.5 %

Deductions from operating profit:

Interest expense 15,778 17,790 48,513 53,586

Equity-based compensation expense 6,187 4,649 15,912 12,669

Non-service pension expense 1,137 1,970 3,414 5,855

Corporate and other expenses, net 15,744 11,149 34,357 29,610

Earnings before income taxes $ 137,424 $ 76,353 $ 347,457 $ 222,846

Shaping the way our world moves ™

Moog Inc.

RECONCILIATION TO ADJUSTED OPERATING PROFIT AND MARGINS (UNAUDITED)

(dollars in thousands)

Three Months Ended Nine Months Ended

June 27,

2026 June 28,

2025 June 27,

2026 June 28,

2025

Space and Defense operating profit - as reported $ 52,730 $ 38,363 $ 138,765 $ 99,921

Simplification initiatives 1,402 406 5,361 2,474

Acquisition and integration — 481 3,606 481

Other charges (1,200) 1,462 (1,067) 1,462

Space and Defense operating profit - as adjusted $ 52,932 $ 40,712 $ 146,665 $ 104,338

15.7 % 14.2 % 15.1 % 13.0 %

Military Aircraft operating profit - as reported $ 35,948 $ 18,346 $ 96,386 $ 65,671

Program terminations — 8,065 1,324 8,065

Simplification initiatives — — — 591

Other charges — — — 2,000

Military Aircraft operating profit - as adjusted $ 35,948 $ 26,411 $ 97,710 $ 76,327

14.7 % 11.8 % 13.4 % 11.7 %

Commercial Aircraft operating profit - as reported and adjusted $ 38,480 $ 32,025 $ 96,210 $ 83,139

15.2 % 14.7 % 12.5 % 12.8 %

Industrial operating profit - as reported $ 49,112 $ 23,177 $ 118,292 $ 75,835

Simplification initiatives 6,837 6,399 8,170 15,139

Investment losses — 3,000 — 3,000

Industrial operating profit - as adjusted $ 55,949 $ 32,576 $ 126,462 $ 93,974

19.9 % 13.6 % 15.8 % 13.4 %

Total operating profit - as adjusted $ 183,309 $ 131,724 $ 467,047 $ 357,778

16.4 % 13.6 % 14.3 % 12.7 %

Shaping the way our world moves ™

Moog Inc.

CONSOLIDATED BALANCE SHEETS (UNAUDITED)

(dollars in thousands)

June 27,

2026 September 27,

2025

ASSETS

Current assets

Cash and cash equivalents $ 66,821 $ 62,013

Restricted cash 931 200

Receivables, net 662,499 506,768

Unbilled receivables 823,658 744,352

Inventories, net 933,939 914,302

Prepaid expenses and other current assets 115,456 142,345

Total current assets 2,603,304 2,369,980

Property, plant and equipment, net 1,076,240 1,019,906

Operating lease right-of-use assets 54,753 52,799

Goodwill 869,185 842,313

Intangible assets, net 57,627 66,101

Deferred income taxes 31,012 22,459

Other assets 79,059 52,497

Total assets $ 4,771,180 $ 4,426,055

LIABILITIES AND SHAREHOLDERS’ EQUITY

Current liabilities

Current installments of long-term debt $ 1,563 $ 1,563

Accounts payable 323,625 318,402

Accrued compensation 118,880 106,040

Contract advances and progress billings 486,574 372,988

Accrued liabilities and other 316,462 320,075

Total current liabilities 1,247,104 1,119,068

Long-term debt, excluding current installments 906,426 944,123

Long-term pension and retirement obligations 153,689 157,218

Deferred income taxes 32,241 32,600

Other long-term liabilities 209,825 180,491

Total liabilities 2,549,285 2,433,500

Shareholders’ equity

Common stock - Class A 43,878 43,864

Common stock - Class B 7,402 7,416

Additional paid-in capital 1,244,730 839,328

Retained earnings 3,119,054 2,834,548

Treasury shares (1,264,428) (1,209,200)

Stock Employee Compensation Trust (411,397) (195,491)

Supplemental Retirement Plan Trust (350,461) (170,191)

Accumulated other comprehensive loss (166,883) (157,719)

Total shareholders’ equity 2,221,895 1,992,555

Total liabilities and shareholders’ equity $ 4,771,180 $ 4,426,055

Shaping the way our world moves ™

Moog Inc.

CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED)

(dollars in thousands)

Nine Months Ended

June 27,

2026 June 28,

2025

CASH FLOWS FROM OPERATING ACTIVITIES

Net earnings $ 312,715 $ 170,622

Adjustments to reconcile net earnings to net cash provided (used) by operating activities:

Depreciation 79,629 68,252

Amortization 8,152 6,996

Deferred income taxes (8,521) (19,642)

Equity-based compensation expense 15,912 12,669

Asset impairment and inventory write-down 6,684 10,988

Other (705) 3,648

Changes in assets and liabilities providing (using) cash:

Receivables (159,619) (105,346)

Unbilled receivables (67,990) (37,642)

Inventories (21,516) (65,256)

Accounts payable 4,106 (4,201)

Contract advances and progress billings 107,579 9,009

Accrued expenses 25,604 (4,796)

Accrued income taxes (21,362) (20,095)

Net pension and post-retirement liabilities 3,821 14,644

Other assets and liabilities (39,568) (7,453)

Net cash provided (used) by operating activities 244,921 32,397

CASH FLOWS FROM INVESTING ACTIVITIES

Purchase of property, plant and equipment (93,692) (103,041)

Net proceeds from businesses sold — 13,487

Net proceeds from buildings sold 3,065 —

Other investing transactions (904) (2,844)

Net cash provided (used) by investing activities (91,531) (92,398)

CASH FLOWS FROM FINANCING ACTIVITIES

Proceeds from revolving lines of credit 1,348,400 957,500

Payments on revolving lines of credit (1,375,400) (1,001,500)

Proceeds from long-term debt — 250,000

Proceeds from senior notes, net of issuance costs 491,443 —

Payments on senior notes (500,000) —

Payments on finance lease obligations (15,716) (7,128)

Payment of dividends (28,209) (27,247)

Proceeds from sale of treasury stock 8,476 10,970

Purchase of outstanding shares for treasury (62,673) (127,808)

Proceeds from sale of stock held by SECT 39,864 20,287

Purchase of stock held by SECT (51,319) (18,505)

Other financing transactions (3,171) (1,600)

Net cash provided (used) by financing activities (148,305) 54,969

Effect of exchange rate changes on cash 454 (491)

Increase (decrease) in cash, cash equivalents and restricted cash 5,539 (5,523)

Cash, cash equivalents and restricted cash at beginning of year 62,213 64,537

Cash, cash equivalents and restricted cash at end of period $ 67,752 $ 59,014

Shaping the way our world moves ™

Moog Inc.

RECONCILIATION OF NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES TO FREE CASH FLOW (UNAUDITED)

(dollars in thousands)

Three Months Ended Nine Months Ended

June 27,

2026 June 28,

2025 June 27,

2026 June 28,

2025

Net cash provided (used) by operating activities $ 160,095 $ 125,291 $ 244,921 $ 32,397

Purchase of property, plant and equipment (27,514) (32,659) (93,692) (103,041)

Free cash flow $ 132,581 $ 92,632 $ 151,229 $ (70,644)

Adjusted net earnings $ 119,256 $ 74,292 $ 288,059 $ 196,514

Free cash flow conversion 111 % 125 % 52 % (36) %

Free cash flow is defined as net cash provided (used) by operating activities less the purchase of property, plant and equipment. Free cash flow conversion is defined as free cash flow divided by adjusted net earnings. Free cash flow and free cash flow conversion are not measures determined in accordance with GAAP and may not be comparable with the measures as used by other companies. However, management believes these adjusted financial measures may be useful in evaluating the liquidity, financial condition and results of operations of the Company. This information should be considered supplemental and is not a substitute for financial information prepared in accordance with GAAP.

Shaping the way our world moves ™

EX-99.2

Filename: ex992-73126.htm · Sequence: 3

Document

Release Date: July 31, 2026

IMMEDIATE

Moog Inc. Announces Cash Dividend

East Aurora, NY – The Board of Directors of Moog Inc. (NYSE: MOG.A and MOG.B) declared a quarterly dividend of $0.30 per share on the Company’s issued and outstanding shares of Class A and Class B common stock. The dividend will be paid on August 25, 2026, to all shareholders of record as of the close of business on August 14, 2026.

The dividend represents a net use of cash of approximately $10 million. Future declarations of quarterly dividends are subject to the determination and discretion of Moog’s Board of Directors.

About Moog Inc.

Moog is a worldwide designer, manufacturer, and systems integrator of high-performance precision motion and fluid controls and control systems. Moog’s high-performance systems control military and commercial aircraft, satellites, and space vehicles, launch vehicles, defense systems, missiles, automated industrial machinery, marine, and medical equipment. Additional information about the Company can be found at www.moog.com.

Contact:

Aaron Astrachan

Director, Investor Relations

716.687.4225

Shaping the way our world moves ™

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