secwatch / observer

MOOG INC. — fact timeline

Source-grounded facts extracted from MOOG INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

MOG-A MOOG INC. JSON

Carl R. Christenson was elected as Class A director at MOOG INC..

“On July 6, 2026, Moog Inc. (the “Company”) announced the election of Mr. Carl R. Christenson as a Class A director of the Company, effective July 1, 2026, after increasing the size of the Board of Directors (the “Board”) from nine to ten directors.”
Earnings Releases

MOOG INC. reported fiscal second quarter 2026 results: revenue $ 1,052, EPS $ 2.55. Guidance raised.

“Roche, CEO. “We are confident in our ability to deliver for the rest of the year." (in millions, except per share results) Three Months Ended Q2 2026 Q2 2025 Deltas Net sales $ 1,052 $ 934 13% Operating margin 13.1 % 11.7 % 140 bps Adjusted operating margin (1) 13.4 % 12.5 % 90 bps Diluted net earnings per share $ 2.55 $ 1.71 49% Adjusted diluted net earnings”
Material Agreements

MOOG INC. terminated indenture valued at $500 million aggregate principal amount (effective 2026-04-03).

“and the indenture, dated as of December 13, 2019, by and among the Company, the guarantors from time to time party thereto, and U.S Bank Trust Company, National Association (as successor to MUFG Union Bank, N.A.), as trustee, was satisfied and discharged pursuant to the terms therein.”
Debt Financings

MOOG INC. faced acceleration on senior notes of $500 million aggregate principal amount of its outstanding 4.250% Senior Notes due 2027 with U.S Bank Trust Company, National Association at 4.250%.

“issued a conditional notice of redemption to redeem in full (the "Redemption") all $500 million aggregate principal amount of its outstanding 4.250% Senior Notes due 2027”
Debt Financings

MOOG INC. incurred senior notes of $500 million aggregate principal amount with Truist Bank at 5.500% maturing October 15, 2034.

“Indenture The Notes were issued pursuant to an indenture, dated as of March 24, 2026 (the “Indenture”), by and among the Company, the guarantors from time to time party thereto and Truist Bank, as trustee, which includes a form of Note. The Notes will pay interest semiannually on April 15 and October 15, commencing on October 15, 2026, at an annual rate of 5.500% and will mature on October 15, 2034, unless earlier repurchased or redeemed.”
Material Agreements

MOOG INC. entered into Indenture with Truist Bank valued at $500,000,000 principal amount of 5.500% senior notes due 2034 (effective 2026-03-24).

“On March 24, 2026, Moog Inc. (the “Company”) completed its previously announced offer and sale of $500 million aggregate principal amount of 5.500% senior notes due 2034 (the “Notes”).”
Material Agreements

MOOG INC. amended Eighth Amended and Restated Loan Agreement with HSBC Bank USA, National Association as Administrative Agent for the Lenders (effective 2026-02-26).

“On February 26, 2026, Moog Inc. (the “Company”) entered into the Eighth Amended and Restated Loan Agreement (the “Agreement”) by and among the Company, the lenders party thereto (the “Lenders”) and HSBC Bank USA, National Association as Administrative Agent for the Lenders.”
Debt Financings

MOOG INC. amended credit facility with HSBC Bank USA, National Association maturing February 26, 2031.

“The Agreement amended the terms of the Company’s Seventh Amended and Restated Loan Agreement dated as of May 30, 2025. Among other matters, this Agreement extends the maturity of the credit facility from October 27, 2027 to February 26, 2031.”
Auditor Changes

MOOG INC. engaged KPMG as its auditor.

“the Company engaged KPMG as the Company’s independent registered public accounting firm for the fiscal year ending October 3, 2026”
Auditor Changes

MOOG INC. dismissed EY as its auditor.

“the dismissal of EY as the Company’s independent registered public accounting firm was effective November 26, 2025.”
Auditor Changes

MOOG INC. engaged KPMG LLP as its auditor.

“the engagement of KPMG LLP (“KPMG”) to serve as the Company’s independent registered public accounting firm for the fiscal year ending October 3, 2026”
Auditor Changes

MOOG INC. dismissed Ernst & Young LLP as its auditor.

“On August 4, 2025, upon completion of this process, the Committee approved (i) the dismissal of EY, effective immediately following EY’s completion of the audit of the Company’s consolidated financial statements as of and for the fiscal year ending September 27, 2025 and the audit of the Company's internal control over financial reporting as of September 27, 2025 and the issuance of their reports thereon, and (ii) the engagement of KPMG LLP (“KPMG”) to serve as the Company’s independent registered public accounting firm for the fiscal year ending October 3, 2026”
Debt Financings

MOOG INC. incurred term loan of $250 million with HSBC Bank USA, National Association, as administrative agent maturing October 27, 2027.

“the Amended and Restated Loan Agreement provides for a new term loan facility in the aggregate principal amount of $250 million (the “New Term Loan”)”

Mark Trabert changed role as Chief Operating Officer at MOOG INC..

“Mark Trabert, Executive Vice President and Chief Operating Officer, announced his intention to retire from his position as Chief Operating Officer (“COO”) effective December 31, 2024”

Brian J. Lipke departed as Director at MOOG INC..

“Brian J. Lipke informed the Board of Directors (the “Board”) of Moog Inc. (the “Company”) that he intends to retire from the Board immediately prior to the Company’s 2025 annual meeting of shareholders”

Nicholas Hart was appointed as Corporate Controller and Principal Accounting Officer (PAO) at MOOG INC..

“The Company has hired and appointed Nicholas Hart, age 41, as Corporate Controller and PAO, effective May 20, 2024.”

Michael J. Swope resigned as Corporate Controller and Principal Accounting Officer (PAO) at MOOG INC..

“On May 20, 2024, Michael J. Swope resigned from his position as Corporate Controller and Principal Accounting Officer ("PAO") of Moog Inc. (the "Company") in order to assume the role of Finance Director, Military Aircraft Group.”
Earnings Releases

MOOG INC. reported fiscal year 2024 results: revenue $ 3,550, EPS $ 6.87. Guidance raised.

“FY 2024 Guidance Current Previous Net sales $ 3,550 $ 3,500 Operating margin 11.9 % 12.0 % Adjusted operating margin 12.4 % 12.0 % Diluted net earnings per share* $ 6.87 $ 6.86 Adjusted diluted net earnings per share* $ 7.25 $ 6.90 *Diluted net earnings per share figures for 2024 are forecasted to be within range of +/- $0.20.”
Earnings Releases

MOOG INC. reported the quarter ended March 30, 2024 results: revenue $930 million, EPS $1.86.

“Quarter Highlights • Net sales of $930 million increased 11% compared to the prior year's quarter, with increases in all four segments, including a 26% increase in Commercial Aircraft. • Operating margin of 12.0% increased 200 basis points. Business performance across all segments contributed an incremental 165 basis points. Also, the current quarter included a 150 basis point benefit from the Employee Retention Credit associated with the CARES Act. The current quarter also included 115 basis points of higher impairments and restructuring. • Adjusted operating margin of 13.6% increased 320 basis points, driven by the underlying business performance, as well as the Employee Retention Credit. • Diluted earnings per share of $1.86 increased 39% due to the higher operating profit and the Employee Retention Credit, partially offset by the current quarter's restructuring and impairment charges. • Adjusted diluted earnings per share of $2.19 increased 54%, reflecting earnings associated from”
Shareholder Votes

MOOG INC. shareholders approved Ratification of Ernst & Young LLP as independent registered public accounting firm at the 2024-02-06 meeting.

“The Company’s Class A shareholders and Class B shareholders, voting together as a single class, ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the 2024 fiscal year based on the following votes: For Against Abstain Broker Non-Votes 6,304,565 200,121 42,789 —”
Shareholder Votes

MOOG INC. shareholders approved Advisory vote on frequency of future advisory votes on executive compensation at the 2024-02-06 meeting.

“The Company’s Class A shareholders and Class B shareholders, voted together as a single class in a non-binding advisory vote on the frequency of the shareholder advisory vote on executive compensation. The advisory vote was as follows: One Year Two Years Three Years Abstain Broker Non-Votes 2,773,913 245,076 3,234,539 56,912 237,035”
Shareholder Votes

MOOG INC. shareholders approved Advisory vote on executive compensation at the 2024-02-06 meeting.

“The Company’s Class A shareholders and Class B shareholders, voting together as a single class in a non-binding advisory vote, approved the compensation of the Company's named executive officers based on the following votes: For Against Abstain Broker Non-Votes 5,537,614 617,828 154,998 237,035”
Shareholder Votes

MOOG INC. shareholders approved Election of Directors at the 2024-02-06 meeting.

“The nominees to the Board of Directors were elected based on the following votes: Nominee For Authority Withheld Broker Non-Votes Class B Donald R. Fishback 3,510,289 128,411 135,156 (term expiring 2026) William G. Gisel, Jr. 3,338,253 300,447 135,156 (term expiring 2027) Pat Roche 3,383,332 255,368 135,156 (term expiring 2027) Class A Janet M. Coletti 2,392,326 279,414 101,879 (term expiring 2027)”

Pat Roche was appointed as President at MOOG INC..

“On February 6, 2024, the Board of Directors of the Company approved the appointment of Pat Roche as President of the Company, in addition to his current position of Chief Executive Officer, to be effective on February 6, 2024.”
Earnings Releases

MOOG INC. reported fiscal year 2024 results: revenue $ 3,500, EPS $ 6.90. Guidance raised.

“(in millions, except per share results) FY 2024 Guidance Current Previous Net sales $ 3,500 $ 3,450 Operating margin 12.0 % 12.0 % Adjusted diluted net earnings per share $ 6.90 $ 6.80 Adjusted earnings per share figures are forecasted to be within range of +/- $0.20.”
Earnings Releases

MOOG INC. reported fiscal first quarter 2024 results: revenue $ 857, EPS $ 1.48.

“(in millions, except per share results) Three Months Ended Q1 2024 Q1 2023 Deltas Net sales $ 857 $ 760 13 % Operating margin 11.0 % 11.4 % -40 bps Adjusted operating margin 11.3 % 10.4 % 90 bps Diluted net earnings per share $ 1.48 $ 1.44 3 % Adjusted diluted net earnings per share $ 1.53 $ 1.25 22 %”
Debt Financings

MOOG INC. amended credit facility of $125 million with Wells Fargo Bank, N.A. maturing December 11, 2026.

“(the “Company”), as seller, the Company, as master servicer, Wells Fargo Bank, N.A., as administrative agent (the “Agent”), and certain purchasers (collectively, the “Purchasers”) entered into the Third Amendment to the Amended and Restated Receivables Purchase Agreement (the “Amendment”).”
Material Agreements

MOOG INC. amended Amended and Restated Receivables Purchase Agreement with Wells Fargo Bank, N.A. valued at Increase in facility limit from $100 million to $125 million; extension of termination date from Nov (effective 2023-12-13).

“On December 13, 2023, Moog Receivables LLC (the “Receivables Subsidiary”), a wholly owned bankruptcy remote special purpose subsidiary of Moog Inc. (the “Company”), as seller, the Company, as master servicer, Wells Fargo Bank, N.A., as administrative agent (the “Agent”), and certain purchasers (collectively, the “Purchasers”) entered into the Third Amendment to the Amended and Restated Receivables Purchase Agreement (the “Amendment”). The Amendment modified the terms of the Company’s Amended and Restated Receivables Purchase Agreement dated November 4, 2021. The amendment consists primarily of an extension to the scheduled termination date from November 4, 2024 to December 11, 2026 and also increases the limit the Receivables Subsidiary may sell to the Purchasers from $100 million to $125 million.”
Earnings Releases

MOOG INC. reported fiscal year 2024 results: revenue $3,450, EPS $6.80. Guidance initiated.

“operating margin will expand by over 100 basis points and earnings per share will increase over 10%." (in millions, except per share results) FY 2024 Guidance Initial Net sales $ 3,450 Operating margin 12.0 % Diluted net earnings per share $ 6.80 Earnings per share figures are forecasted to be within range of +/- $0.20. Exhibit 99.1 Conference call information”
Earnings Releases

MOOG INC. reported quarter ended September 30, 2023 results: revenue $872, net income $1.23, EPS $1.23.

“diluted earnings per share of $6.15. (in millions, except per share results) Three Months Ended Twelve Months Ended Q4 2023 Q4 2022 Deltas Q4 2023 Q4 2022 Deltas Net sales $ 872 $ 768 14 % $ 3,319 $ 3,036 9 % Operating margin 10.1 % 8.6 % 150 bps 10.3 % 9.3 % 100 bps Adjusted operating margin 12.5 % 10.4 % 210 bps 10.9 % 10.2 % 70 bps Diluted net earnings”
Earnings Releases

MOOG INC. reported fiscal year ended September 30, 2023 results: revenue $3,319, net income $5.34, EPS $5.34.

“per share of $6.15. (in millions, except per share results) Three Months Ended Twelve Months Ended Q4 2023 Q4 2022 Deltas Q4 2023 Q4 2022 Deltas Net sales $ 872 $ 768 14 % $ 3,319 $ 3,036 9 % Operating margin 10.1 % 8.6 % 150 bps 10.3 % 9.3 % 100 bps Adjusted operating margin 12.5 % 10.4 % 210 bps 10.9 % 10.2 % 70 bps Diluted net earnings per share $ 1.23 $”
Earnings Releases

MOOG INC. reported fiscal year 2023 results: revenue $3,250, EPS $5.82. Guidance raised.

“is now a use of $60 million, reflecting the third quarter growth in physical inventories. (in millions, except per share results) FY 2023 Guidance Current Previous Net sales $ 3,250 $ 3,190 Operating margin 11.0 % 11.1 % Adjusted operating margin 10.9 % 11.0 % Diluted net earnings per share $ 5.82 $ 5.81 Adjusted diluted net earnings per share $ 5.75 $ 5.70”
Earnings Releases

MOOG INC. reported third quarter 2023 results: revenue $850 million, EPS $1.32.

“financial results to reported results included in the financial statements herein for the quarters ended July 1, 2023 and July 2, 2022. Quarter Highlights ▪ Net sales were $850 million, an increase of 10% compared to the third quarter from a year ago, with increases across all three reporting segments. Excluding divestitures, sales increased 11%. ▪ Adjusted”
Earnings Releases

MOOG INC. reported second quarter 2023 results: revenue $837 million, EPS $1.34. Guidance reaffirmed.

“financial results to reported results included in the financial statements herein for the quarters ended April 1, 2023 and April 2, 2022. Quarter Highlights ▪ Net sales were $837 million, an increase of 9% compared to the second quarter from a year ago, with increases across all three reporting segments. Excluding divestitures and foreign exchange impacts, sales”

Pat Roche was appointed as Class B Director at MOOG INC..

“announced the appointment of Pat Roche as a Class B Director of the Company, effective February 6, 2023.”

Michael Schaff was elected as Vice President and President, Commercial Aircraft at MOOG INC..

“The Board of Directors has elected Michael Schaff, age 51, to the position of Vice President and President, Commercial Aircraft effective March 1, 2023.”

Mark Graczyk was elected as Vice President and President, Military Aircraft at MOOG INC..

“The Board of Directors has elected Mark Graczyk, age 40, to the position of Vice President and President, Military Aircraft effective March 1, 2023.”

Joseph Alfieri was elected as Vice President and President, Space and Defense at MOOG INC..

“The Board of Directors has elected Joseph Alfieri, age 41, to the position of Vice President and President, Space and Defense effective March 1, 2023, replacing Ms. Athoe.”

Maureen Athoe retired as President, Space and Defense at MOOG INC..

“Maureen Athoe, age 64, Vice President and President, Space and Defense, has announced her intent to retire from her position as President, Space and Defense effective February 28, 2023.”

Mark Trabert was elected as Executive Vice President and Chief Operating Officer at MOOG INC..

“The Board of Directors has elected Mark Trabert, age 63, to the position of Executive Vice President and Chief Operating Officer effective March 1, 2023.”
Earnings Releases

MOOG INC. reported first quarter 2023 results: revenue $760 million, EPS $1.44. Guidance reaffirmed.

“Operating margin in the first quarter of 2023 includes 100 basis points of adjustments, primarily associated with gain on sale of buildings. Quarter Highlights ▪ Net sales were $760 million in the first quarter of 2023, an increase of 5% compared to the first quarter of 2022, reflecting higher sales across all three segments. Net sales increased 9% excluding the”
Shareholder Votes

MOOG INC. shareholders approved Ratification of Independent Registered Public Accounting Firm at the 2023-01-31 meeting.

“(ii) The Company’s Class A shareholders and Class B shareholders, voting together as a single class, ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the 2023 fiscal year based on the following votes: For Against Abstain Broker Non-Votes 6,272,320 166,095 8,870 —”
Shareholder Votes

MOOG INC. shareholders approved Election of Directors at the 2023-01-31 meeting.

“(i) The nominees to the Board of Directors were elected based on the following votes: Nominee For Authority Withheld Broker Non-Votes Class B Kraig H. Kayser 3,527,802 85,839 118,811 (term expiring 2026) John R. Scannell 3,469,212 144,429 118,811 (term expiring 2025) Class A Mahesh Narang 2,604,705 16,596 93,532 (term expiring 2025) Brenda L. Reichelderfer 2,487,726 133,575 93,532 (term expiring 2026)”

John R. Scannell changed role as non-executive Chairman of the Board at MOOG INC..

“assuming principal executive responsibilities from John R. Scannell who will continue as non-executive Chairman of the Board”

Patrick J. Roche was appointed as Chief Executive Officer at MOOG INC..

“The Board of Directors has appointed Patrick J. Roche, age 59, to the position of Chief Executive Officer effective February 1, 2023”
Earnings Releases

MOOG INC. updated its the quarter and fiscal year ended October 1, 2022 guidance (initiated).

“On November 4, 2022, Moog Inc. (the “Company”) issued a press release discussing results of operations for the quarter and year ended October 1, 2022. A copy of the press release is included as exhibit 99.1 of this report.”
Debt Financings

MOOG INC. amended credit facility of Not specified in excerpt with HSBC Bank USA, National Association as Administrative Agent for the Lenders at Not specified in excerpt maturing Extended from October 15, 2024 to October 27, 2027.

“Moog Inc. (the “Company”) entered into the Sixth Amended and Restated Loan Agreement (the “Agreement”), dated as of October 27, 2022 by and among the Company, the lenders party thereto (the “Lenders”) and HSBC Bank USA, National Association as Administrative Agent for the Lenders. The Agreement amended the terms of the Company’s Fifth Amended and Restated Loan Agreement dated as of October 15, 2019. Among other matters, this Agreement extends the maturity of the credit facility from October 15, 2024 to October 27, 2027.”
Material Agreements

MOOG INC. amended Sixth Amended and Restated Loan Agreement with the lenders party thereto and HSBC Bank USA, National Association as Administrative Agent (effective 2022-10-27).

“Moog Inc. (the “Company”) entered into the Sixth Amended and Restated Loan Agreement (the “Agreement”), dated as of October 27, 2022 by and among the Company, the lenders party thereto (the “Lenders”) and HSBC Bank USA, National Association as Administrative Agent for the Lenders.”

Stuart Mclachlan was elected as Vice President and President, Industrial Group at MOOG INC..

“In addition, the Board of Directors has elected Stuart Mclachlan, age 50, to the position of Vice President and President, Industrial Group effective December 1, 2021, replacing Mr. Roche.”

Patrick Roche was elected as Executive Vice President and Chief Operating Officer at MOOG INC..

“The Board of Directors has elected Patrick Roche, age 58, to the position of Executive Vice President and Chief Operating Officer effective December 1, 2021.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.