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Should Moog’s (MOG.A) Rare-Earth-Free Magnet Bet Reshape Its Long-Term Defense Positioning?

Simply Wall St · 1d ago
  • On 11 December 2025, Niron Magnetics announced a collaboration with Moog Inc. to develop and test advanced actuator solutions for guided munitions using domestically produced Iron Nitride magnet technology that reduces reliance on rare earth materials.
  • This partnership aligns Moog with the U.S. Department of Defense’s Acquisition Transformation Strategy by supporting supply chain diversification and resilience in critical aerospace and defense applications.
  • We’ll now examine how Moog’s work with Niron’s rare-earth-free Iron Nitride magnets could influence its long-term defense-focused investment narrative.

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Moog Investment Narrative Recap

To own Moog, you need to believe in its role as a key supplier of high reliability motion control and actuation across defense, aerospace and industrial markets, supported by healthy earnings and cash generation. The Niron Magnetics collaboration could modestly reinforce Moog’s short term defense catalyst by aligning with U.S. supply chain resilience goals, but it does not materially change the near term focus on defense budgets and ongoing pressure from tariffs and working capital needs.

Among recent announcements, the Q4 FY2025 results stand out in this context, with full year sales of US$3,860.62 million and net income of US$235.03 million underscoring Moog’s scale in core markets where advanced actuators are critical. The Niron partnership fits alongside ongoing R&D and product investments that underpin Moog’s exposure to defense modernization and higher margin automation, even as investors continue to watch cash conversion, debt levels and exposure to tariff sensitive inputs.

However, investors should also be aware that Moog’s dependence on robust global defense spending and evolving tariff regimes could...

Read the full narrative on Moog (it's free!)

Moog's narrative projects $4.4 billion revenue and $401.7 million earnings by 2028. This requires 5.7% yearly revenue growth and about a $190 million earnings increase from $211.6 million today.

Uncover how Moog's forecasts yield a $243.00 fair value, in line with its current price.

Exploring Other Perspectives

MOG.A 1-Year Stock Price Chart
MOG.A 1-Year Stock Price Chart

Three Simply Wall St Community fair value estimates for Moog range from US$162.12 to US$367.79, highlighting very different views on upside. You will want to weigh those opinions against Moog’s reliance on sustained global defense spending and its efforts to improve margins and cash flow, which could have wide implications for future performance.

Explore 3 other fair value estimates on Moog - why the stock might be worth 34% less than the current price!

Build Your Own Moog Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Moog research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
  • Our free Moog research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Moog's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.