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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.
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.
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