Slide 1: Second Quarter 2026 Earnings Supplemental
moog Second Quarter 2026 Earnings Supplemental April 2026
Slide 2: Disclosures
Disclosures Cautionary Statement Regarding Forward Looking Information This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which can be identified by wor
Slide 3: Second Quarter 2026 Highlights
Second Quarter 2026 Highlights Delivered an outstanding second quarter reflecting strong operational performance Secured record total and twelve-month backlog, reinforcing strong demand across our end markets Achieved substantive progress against our long-term A financial objectives and investor day
Slide 4: Second Quarter 2026 Operational Highlights
Second Quarter 2026 Operational Highlights Artemis II mission supported with critical technologies across launch, propulsion, and crew systems Customer Focus “Supplier of the Year” awards received from Embraer and General Dynamics Land Systems Investing in capacity and capability to deliver at
Slide 5: Second Quarter 2026 Financial Headlines
Second Quarter 2026 Financial Headlines Record $1.1B 13.4% $2.64 $98M Sales Adjusted Adjusted Free Cash Operating Earnings Flow* Margin* Per Share* Outstanding quarter driven by sales growth, margin expansion, record adjusted earnings per share and strong free cash flow * Non-GAAP measures, see Appe
Slide 6: Second Quarter 2026 Sales
Second Quarter 2026 Sales USD in millions Sales Q2’26 Q2’25 Delta Comments 13% $1,052 Space and Defense $ 314 $ 270 16% Broad-based defense demand led by space vehicles and missile controls $934 Military Aircraft 235 214 10% Higher activity on the MV-75 program Commercial Aircraft 247 216 15% Higher
Slide 7: Second Quarter 2026 Adjusted Operating Margin
Second Quarter 2026 Adjusted Operating Margin* Adjusted Operating Q2’26 Q2’25 Delta Comments 190bps Margins* (bps) 14.4% Ex. Tariff Space and Defense 14.6% 12.6% 200 Profitable sales growth, partially offset by investments for future growth 90bps Military Aircraft 13.7% 12.0% 170 Profitable sales gr
Slide 8: 2026 Guidance as of Apr'26
2026 Guidance as of Apr’26 $4.3B 13.4% $10.60** 60% Sales Adjusted Adjusted Free Cash Operating Earnings Flow Margin* Per Share* Conversion* Raised guidance for sales and adjusted earnings per share, and reaffirmed guidance for adjusted operating margin and free cash flow conversion * Non-GAAP measu
Slide 9: Change in 2026 Guidance: Segment Sales & Margins
Change in 2026 Guidance: Segment Sales & Margins USD in millions Sales FY’26 (F) FY’26 (F) Delta Adjusted Operating Margins* FY’26 (F) FY’26 (F) Delta As of Apr’26 As of Jan’26 ($) As of Apr’26 As of Jan’26 (bps) Space and Defense $1,300 $1,265 $35 Space and Defense 14.3% 13.9% 40 Military Aircraft
Slide 10: Change in 2026 Guidance: Additional Information
Change in 2026 Guidance: Additional Information USD in millions, except for EPS FY’26 (F) FY’26 (F) As of Apr’26 As of Jan’26 Total Sales $4,335 $4,265 Adjusted Operating Profit* $583 $571 Adjusted Operating Margin* 13.4% 13.4% Interest $68 $70 Adjusted Effective Tax Rate* 25% 25% Adjusted EPS*,** $
Slide 11: Second Quarter 2026 Key Takeaways
Second Quarter 2026 Key Takeaways Delivered outstanding results with strong sales growth and record earnings per share Simplification and 80/20 actions drove productivity and margin expansion Raised FY’26 guidance based on outstanding second quarter and a stronger second-half performance Continued m
Slide 12: Appendix
MI@OOG || Shaping the way our world moves™ 12
Slide 13: Reconciliation of Adjusted Net Earnings and Diluted Earnings Per Share
Reconciliation of Adjusted Net Earnings and Diluted Earnings Per Share In millions, except for EPS and effective income tax rate 51% 28% 13
Slide 14: Reconciliation of Adjusted Operating Profit and Margin
Reconciliation of Adjusted Operating Profit and Margin USD in millions 51% 28% 14
Slide 15: Reconciliation to Free Cash Flow and Free Cash Flow Conversion
Reconciliation to Free Cash Flow and Free Cash Flow Conversion USD in millions 51% 28% 15