MOOG INC. (MOG) SEC Filings

A holder of MOGA Common Stock, identified as John Scannell, has filed to potentially sell 3,000 shares through Merrill at the NYSE. The filing lists an aggregate market value of $1,240,000 for these shares and states that 28,443,048 shares of this class are outstanding.

The securities to be sold include restricted stock originally awarded as compensation in 2017 and 2018. The filing also notes that over the past three months, 3,000 shares of MOGA Common Stock were sold for $1,000,000 of aggregate gross proceeds on June 9, 2026.

Moog Inc. reported strong results for the quarter ended June 27, 2026. Net sales were $1,117 million, up 15% from a year earlier, and net earnings rose to $152 million, a 160% increase. Diluted earnings per share were $4.74 versus $1.83. Gross margin improved to 31.1%, helped by business performance and $30 million of recoveries of previously incurred IEEPA tariffs recorded as a reduction of cost of sales.

All four segments grew, with higher demand in space vehicles, missile controls, military aftermarket, commercial OEM and aftermarket programs, and industrial products including data center cooling pumps. Twelve‑month backlog increased to $3,250 million, up 23% year over year, reflecting broad-based order strength.

For the first nine months of 2026, net sales were $3,269 million and net earnings were $313 million, with diluted EPS of $9.76. Operating cash flow improved sharply to $245 million, driven by higher earnings and increased customer advances. The effective tax rate was (10.6)% in the quarter, primarily due to discrete U.S. research and development tax credits and legal-entity simplification benefits. Moog refinanced its debt by issuing $500 million of 5.50% senior notes due 2034 and redeeming its 4.25% senior notes due 2027, and extended its $1.1 billion revolving credit facility and $250 million term loan to 2031.

Moog Inc. delivered record third quarter 2026 results, with net sales of $1,116,545 thousand, up 15% from a year earlier, and consolidated operating margin expanding to 15.8%. All four segments grew, while net earnings rose to $152,025 thousand and diluted EPS increased to $4.74. Adjusted diluted EPS was $3.72. Free cash flow reached $132,581 thousand, and the twelve‑month backlog increased 23% to $3.3 billion.

Results reflected $30 million of claims related to previously incurred International Emergency Economic Powers Act tariffs and significant income tax benefits, including $35 million of prior‑year U.S. federal R&D credits and an $8 million benefit from legal‑entity simplification. For fiscal 2026, Moog raised guidance to $4.4 billion in net sales, 14.1% adjusted operating margin, and $11.65 adjusted diluted EPS, with free cash flow conversion of 70%. The board also declared a quarterly cash dividend of $0.30 per share, or about $10 million in total.

Moog Inc. director Donald R. Fishback exercised 5,000 Stock Appreciation Rights (SARs) under the Moog Inc. 2014 Long Term Incentive Plan at an exercise price of $71.648 per underlying Class B Common share. According to the accompanying explanation, the exercise used a fair market value of $428.40 per share; 2,038 Class B shares were issued and 2,962 shares were withheld to satisfy the company’s tax withholding obligations.

After these transactions, he holds 13,169 SARs directly, including grants over 6,181 underlying Class B shares at an exercise price of $82.31 expiring on 2027-11-14, and 6,988 underlying shares at $80.19 expiring on 2028-11-13. His direct common stock position is 18,891 Class B Common shares, and he indirectly holds 42,438 Class A Common shares through various trusts.

MOOG INC. director Carl R. Christenson has filed an initial Form 3, which is a statement of beneficial ownership for insiders. This filing establishes his status as a reporting person and, in this excerpt, does not list any reportable transactions or derivative positions.

Moog Inc. has elected Mr. Carl R. Christenson as a Class A director, effective July 1, 2026, after increasing the Board of Directors from nine to ten members. His initial term will run until the next annual meeting of shareholders.

Christenson, age 67, serves on the board of IDEX Corporation and previously was chairman and chief executive officer of Altra Industrial Motion Corp. from 2009 to 2023. His compensation as a director will match that of Moog’s other non-employee directors.

Moog Inc. director John Scannell reported a compensation-related transaction involving Stock Appreciation Rights (SARs). He exercised 10,000 SARs tied to Class B Common Stock at an exercise price of $71.648 per share. Based on a fair market value of $416.00 at exercise, 4,028 Class B shares were issued, while 5,972 shares were withheld to cover the company’s tax withholding obligations. Scannell continues to hold multiple SAR awards on Class B shares with exercise prices ranging from about $73 to $86 and expiration dates between 2027 and 2031, indicating a substantial remaining derivative position.

Moog Inc. vice president Paul Wilkinson reported routine equity compensation activity involving stock appreciation rights and restricted stock units tied to Class B common shares. The filing centers on an exercise of previously granted rights and related tax withholding, rather than open-market buying or selling.

Wilkinson exercised 1,000 stock appreciation rights linked to Class B common stock at an exercise price of $71.648 per share. A footnote explains that this exercise yielded 416 shares of Class B common stock at a fair market value of $430.54 per share, with 584 shares withheld to cover the company’s tax obligations. Following these transactions, he directly held 8,060 Class B common shares, plus additional indirect holdings through retirement and share incentive plans.

The filing also shows ongoing incentive positions. Wilkinson holds 766 restricted stock units, each representing one Class B common share upon vesting, and multiple tranches of stock appreciation rights covering several thousand underlying Class B shares with exercise prices between $73.39 and $85.95 that expire between 2027 and 2031.

MOOG INC. director Donald R. Fishback exercised stock appreciation rights (SARs) covering 5,000 shares of Class B Common Stock at an exercise price of $71.648 per share. The exercise generated shares at a fair market value of $398.00 per share on the exercise date.

Of these shares, 3,018 Class B shares were withheld to satisfy tax obligations, and 1,982 shares were issued, leaving Fishback with 19,871 Class B shares held directly after the transactions. He also has indirect Class A holdings through several trusts, each showing post-transaction balances between 4,636 and 9,273 shares. Remaining SAR awards include 6,181 underlying Class B shares at an exercise price of $82.31 expiring on November 14, 2027 and 6,988 underlying Class B shares at $80.19 expiring on November 13, 2028.