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MOG 8-K Filings

MOG

Every 8-K that MOG (MOG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow MOG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MOG filings page.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Moog Inc. reported a very strong fiscal second quarter 2026, with net sales rising to $1.05 billion from $934 million, a 13% increase driven by growth across Space and Defense, Military Aircraft, Commercial Aircraft and Industrial segments. Operating margin improved to 13.1% from 11.7%, and diluted earnings per share climbed to $2.55 from $1.71, while adjusted diluted EPS rose to $2.64 from $1.88.

Free cash flow for the quarter surged to $97.8 million from $2.4 million, helped by strong earnings and steady working capital, and the twelve‑month backlog increased 33% to a record $3.3 billion, underscoring sustained demand. Moog raised its fiscal 2026 adjusted EPS guidance to $10.60 and maintained targets for adjusted operating margin of 13.4% and 60% free cash flow conversion on about $4.3 billion in sales. The Board also declared a quarterly dividend of $0.30 per share, or roughly $10 million of cash outflow, payable May 21, 2026 to shareholders of record on May 12, 2026.

Rhea-AI Summary

Moog Inc. redeemed in full $500 million aggregate principal amount of its 4.250% Senior Notes due 2027 effective April 3, 2026. The notes were redeemed at 100.000% of principal plus accrued and unpaid interest to, but not including, the redemption date, and the related 2019 indenture was satisfied and discharged.

The company funded the redemption using net proceeds from its previously announced $500 million offering of 5.500% Senior Notes due 2034, together with cash on hand, extending its debt maturity profile while maintaining the same principal balance.

Rhea-AI Summary

Moog Inc. completed an offering of $500 million of 5.500% senior notes due October 15, 2034, and moved to redeem its existing 4.250% senior notes due 2027. The new notes pay interest semiannually starting October 15, 2026, and include optional redemption features and restrictive covenants limiting liens, certain sale-leasebacks, and major corporate restructurings.

Moog issued a conditional notice to redeem all $500 million of the 2027 notes at 100% of principal plus accrued interest, estimated at about $6.4 million, with the redemption expected on April 3, 2026. A change of control plus ratings downgrade would require Moog to offer to repurchase the new notes at 101% of principal.

Rhea-AI Summary

Moog Inc. has priced a private offering of $500 million in aggregate principal amount of 5.500% senior notes due 2034. The transaction is expected to close on March 24, 2026, subject to customary closing conditions.

Moog intends to use the net proceeds from the new notes, together with cash on hand, to redeem all $500 million aggregate principal amount of its 4.250% Senior Notes due 2027, including any accrued and unpaid interest. The notes are being offered only to qualified institutional buyers and certain non‑U.S. persons and are not registered under the Securities Act.

Rhea-AI Summary

Moog Inc. plans to issue $500 million of senior notes due 2034 and use the proceeds, along with cash on hand, to redeem all $500 million of its 4.250% senior notes due 2027, extending its debt maturity profile without increasing gross debt. The company highlights a diversified aerospace, defense and industrial business with LTM Q1’26 net sales of $4,053 million, net earnings of $256 million and Adjusted EBITDA of $572 million. Moog reports a record $7.21 billion total backlog as of January 3, 2026 and LTM Free Cash Flow of $215 million, supporting a pro forma net leverage ratio of 1.7x and total liquidity of $815 million.

Rhea-AI Summary

Moog Inc. has updated its main credit agreement with its lending group. On February 26, 2026, the company entered into an Eighth Amended and Restated Loan Agreement with various lenders and HSBC Bank USA as administrative agent.

The amendment primarily pushes out the credit facility’s final maturity, moving it from October 27, 2027 to February 26, 2031. This gives Moog a longer-term commitment from its banks and more time before the facility must be repaid or refinanced. Other detailed terms are contained in the full agreement filed as an exhibit.

Rhea-AI Summary

MOOG Inc. reported the results of its 2026 Annual Meeting of Shareholders held on February 10, 2026. Shareholders elected three directors: Class B directors Donald R. Fishback and Kraig H. Kayser, and Class A director Brenda L. Reichelderfer, each for terms extending to between 2028 and 2029.

The company also confirmed that the terms of six existing directors continue in office, with expirations in 2027 and 2028. In addition, Class A and Class B shareholders, voting together as a single class, ratified the appointment of KPMG LLP as independent registered public accounting firm for the 2026 fiscal year with 6,191,467 votes for, 20,258 against, and 40,583 abstentions.

Rhea-AI Summary

Moog Inc. furnished a press release discussing its results of operations for the quarter ended January 3, 2026, under a current report. This financial update is provided as supplemental information and is not deemed filed under the securities laws unless specifically incorporated by reference.

The company also announced that its Board of Directors declared a quarterly cash dividend of $0.30 per share on all issued and outstanding Class A and Class B common stock. The dividend is scheduled to be paid on February 26, 2026 to shareholders of record at the close of business on February 17, 2026.

Rhea-AI Summary

Moog Inc. filed an amended report updating its change in independent auditors and related disclosures. Ernst & Young LLP completed the audit of Moog’s fiscal 2025 financial statements on November 26, 2025, and was dismissed as independent registered public accounting firm effective that same date. EY’s audit reports on the 2024 and 2025 consolidated financial statements were clean, but its report on internal control over financial reporting as of September 27, 2025 expressed an adverse opinion due to a material weakness in controls over distinct long-term aftermarket service revenue contracts in the Commercial Aircraft segment. The company’s audit committee discussed this weakness with EY and authorized EY to fully brief successor auditor KPMG LLP, which has been engaged for the fiscal year ending October 3, 2026. Moog states there were no disagreements with EY on accounting, disclosure, or audit scope and no other reportable events beyond the disclosed material weakness.

Rhea-AI Summary

Moog Inc. filed a current report to share two updates. The company furnished a press release with its results of operations for the quarter and year ended September 27, 2025, providing investors with an overview of recent performance. This information is furnished under a non‑filing status, meaning it is not automatically incorporated into other regulatory documents.

The company also announced that its Board of Directors declared a quarterly cash dividend of $0.29 per share on both its Class A and Class B common stock. The dividend will be paid on December 17, 2025 to shareholders of record as of the close of business on December 8, 2025.

Rhea-AI Summary

Moog Inc. announced that its Board approved a Non-Qualified Deferred Compensation Plan, effective January 1, 2026. The plan is a “top hat” arrangement under ERISA for a select group of management or highly compensated employees and is intended to comply with Section 409A of the Internal Revenue Code.

Eligible participants may elect to defer up to 75% of base salary and up to 75% of discretionary or annual incentive cash compensation, subject to annual adjustment by the committee. Deferred amounts are unsecured general obligations of the company, credited to individual accounts, with immediate vesting on employee deferrals. The company may make additional contributions at its discretion, which may be subject to a vesting schedule.

Distributions generally occur as a lump-sum upon separation from service, unless installments or a scheduled date are elected. Payouts also occur upon a change in control or death. Administrative rules govern the timing and method of deferral elections and changes.

Rhea-AI Summary

MOG filed an 8-K disclosing that Ernst & Young LLP (EY) issued audit reports for the fiscal years ended September 30, 2023 and September 28, 2024 that were not adverse, did not disclaim opinion, and were not qualified or modified as to uncertainty, scope, or principles.

The company reported no disagreements with EY and no reportable events during those fiscal years and the subsequent interim period. MOG provided these disclosures to EY and filed EY’s letter dated August 8, 2025 as Exhibit 16.1.

MOG also stated that neither it nor anyone on its behalf consulted with KPMG on matters described in Item 304(a)(2)(i) or (ii) during the same periods.