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Visual24 Oct 2025
The rise of Alphabet
Moog (MOG) investor relations material
Moog Jefferies Mining and Industrials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies Mining and Industrials Conference 2025 summary4 Sep, 2025
Company overview and growth drivers
Operates as a technology leader in motion control, serving defense, commercial aerospace, industrial, and medical device markets.
Business mix: 50% defense, 20% commercial aerospace, 20% industrial, and just under 10% medical devices.
Defense growth driven by increased US and NATO budgets, geopolitical tensions, and replenishment needs.
Commercial aerospace is recovering post-pandemic, with wide-body production ramping up.
Industrial and medical segments remain stable, with medical outpacing market growth.
Commercial aerospace and aftermarket
Wide-body aircraft (Boeing 787, Airbus A350) are key platforms, with production aligned to OEM ramp plans through 2027.
Aftermarket business is robust, nearing 40% of commercial segment sales, supported by high aircraft utilization and long-term support agreements.
Aftermarket growth is tied to air traffic, not engine MRO, and is expected to remain strong but decline as a percentage of sales due to OE ramp.
Long-term agreements and proprietary IP ensure sticky aftermarket revenue.
Defense portfolio and international exposure
Defense demand is broad-based, with strong orders for missile programs (e.g., $100M+ PAC-3 order) and exposure to modernization and strategic programs.
Content spans missile defense, nuclear triad, space (satellite avionics, propulsion), and ground vehicles.
Active on multiple hypersonic missile and next-generation aircraft programs, with long-term production opportunities.
90% of defense revenue is US-based, but European presence is strong with 10 sites and 3,000+ employees.
How are tariff mitigation efforts evolving?
What is the content value on MV-75 and FLARA?
How will 80/20 drive future margin expansion?
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Q4 202531 Oct, 2025
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Eferix Drawings Google Play
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Frequently asked questions
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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