Moog (MOG-A) Q3 2026: A 40% EPS Beat Fueled by Defense and Tariff Refunds
As seen on the 24/7 Wall St. homepage on July 31, 2026.
Moog crushed Q3 with a 40% EPS beat on broad defense and commercial aircraft demand plus $30 million in tariff refunds, while raising full-year guidance on backlog surging 23% to $3.3 billion.
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Moog reported Q3 2026 earnings per share of $3.72, well above the consensus estimate of roughly $2.66 — a beat of nearly 40%. The outperformance was driven by broad demand across both defense and commercial aircraft programs, and was further boosted by $30 million in tariff refunds that flowed through results in the quarter.
The revenue picture was similarly strong, with Moog posting $1.12 billion against an estimate of $1.08 billion, a beat of about 3.5%. That kind of top-line consistency, combined with the earnings upside, reflects durable order momentum rather than a one-time windfall — the company's backlog surged 23% to $3.3 billion, giving management enough confidence to raise its full-year guidance.
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Looking at the recent earnings history, Moog has beaten analyst EPS estimates in each of the past eight reported quarters, but the Q3 2026 margin of outperformance stands out sharply. The prior seven beats ranged from modest to moderate; a near-40% gap between reported and estimated EPS is a different order of magnitude and will likely prompt analysts to revisit their models heading into Q4.