Moog Inc. (NYSE: MOG.A and MOG.B) has spent 75 years making the actuators that move flight-control surfaces, missile fins and rocket nozzles. Some Optimus supplier lists include it because humanoid joints are, at heart, small precision actuators. The reality is more modest: Moog has no reported Tesla business, and robotics is a sliver of its industrial segment. What it does have is a record year in aerospace and defense and a rare-earth-free motor project that could matter to robot builders later. Here is the honest version, part of our Optimus stocks hub.
- Tickers: MOG.A and MOG.B, New York Stock Exchange.
- Q3 FY2026: record sales $1.117B (+15%), adjusted EPS $3.72 (+60%).
- FY2026 guidance: $4.4B sales, $11.65 adjusted EPS (raised in July).
- Robot angle: servo motors, actuators, rare-earth-free work with Niron.
- Optimus link: none reported.
Moog in One Table
| Item | Detail |
|---|---|
| Company | Moog Inc., East Aurora, New York |
| Tickers | MOG.A, MOG.B · NYSE |
| Fiscal year | Ends around the start of October |
| Segments | Space and Defense, Military Aircraft, Commercial Aircraft, Industrial |
| 12-month backlog | $3.3B (+23%, June 2026) |
| FY2026 guidance | $4.4B sales; adjusted EPS $11.65 ± $0.10 |
| Next report | Fiscal Q4 2026; last year's Q4 came on November 21 |
The stock set new highs during 2026 on the defense and aircraft upcycle. We could not verify a closing price for early November, so check a live quote.
MOG.A vs MOG.B: Which Share to Buy?
Moog has two listed classes of common stock. Class A (MOG.A) carries limited voting rights and elects a minority of the board; Class B (MOG.B) elects the majority. Economically they track each other closely, and MOG.A is the more liquid line, which is why most investors and index funds use it. If you care about voting power, Class B is the one that counts.
Record Q3 Fiscal 2026
Moog's July 31, 2026 release showed growth in every segment:
| Segment | Q3 FY2026 sales | Change YoY |
|---|---|---|
| Space and Defense | $336M | +17% |
| Military Aircraft | $245M | +9% |
| Commercial Aircraft | $254M | +17% |
| Industrial | $282M | +18% |
| Total | $1,117M | +15% |
Adjusted operating margin rose 280 basis points to 16.4%, adjusted EPS jumped 60% to $3.72 and free cash flow was $133 million. Management lifted fiscal 2026 guidance from $4.3 billion to $4.4 billion of sales and from $10.60 to $11.65 of adjusted EPS, with an adjusted operating margin of 14.1%.
Where robots sit: robotics-related products live inside the Industrial segment, which also includes motion control for industrial machinery and simulation and test systems. Moog does not break out robotics revenue, so any humanoid contribution is not visible in the numbers.
What Moog Actually Does in Robotics
- Motion control hardware: servo motors, integrated motor-drive units (Moog Animatics SmartMotor) and electromechanical actuators used in automated machines and robots.
- Legged-robot research: a 2016 agreement with the Italian Institute of Technology to develop actuation and control for robots such as the HyQ quadruped (Unmanned Systems Technology).
- Autonomous machines: retrofit autonomy and robotic systems for construction equipment, reported by KHL.
None of this adds up to a humanoid business. Moog's strength, extreme reliability and power density in actuators, is exactly what humanoid joints need, but its products are priced for aircraft and defense, far above the few hundred dollars per joint that Optimus-class robots target. Our Optimus actuator guide explains those cost targets.
The Rare-Earth-Free Angle
The most robot-relevant thing Moog has done lately is about magnets. In December 2025 it partnered with Niron Magnetics to design actuators using iron nitride magnets instead of neodymium rare earth magnets, starting with defense uses, and the two showcased the motors at AUSA in October 2026. China's export licensing of rare earth magnets has already disrupted Optimus planning, as covered on our MP Materials page. If rare-earth-free actuators prove competitive, the know-how could travel from missiles to robots. That is a long-dated option, not a revenue line.
Moog and Optimus: An Honest Answer
Some online supplier roundups name Moog as an Optimus actuator supplier. We found no Moog filing, press release or credible media report supporting that. Tesla designs its own actuators and sources parts mainly from Chinese suppliers such as Sanhua and Tuopu, according to the reports summarized in our Optimus suppliers guide. If you want Optimus exposure, Moog is the wrong tool. If you want a high-quality US actuator company with defense tailwinds and an option on robot technology, it fits.
Unverified: "Moog supplies Tesla Optimus" claims have no public source. Treat them as speculation.
Valuation and Catalysts
Moog trades on aerospace and defense multiples, not robotics ones. Earlier in 2026 Zacks put the stock at about 26 times expected earnings, below the defense-equipment industry average. Since then guidance has risen by more than $1 a share. Catalysts: the fiscal Q4 report and fiscal 2027 guidance, defense budgets, commercial aircraft build rates at Boeing and Airbus, and any industrial portfolio moves.
How to Buy Moog Stock
- US: buy MOG.A or MOG.B on the NYSE through any broker. Some apps write the tickers as MOG-A or MOGA.
- Europe: available through brokers with US market access.
- Funds: Moog is held by aerospace and defense and small/mid-cap industrial funds rather than robotics ETFs. For humanoid-focused funds, see our humanoid robot stocks guide.
This article is for information only and is not investment advice.
FAQ: Moog Stock
Does Moog make parts for Tesla Optimus?
There is no credible report of Moog supplying Tesla Optimus. Moog makes high-precision actuators mainly for aerospace, defense and industrial machinery. Supplier lists that include Moog for Optimus are not backed by a Moog or Tesla announcement.
What is the difference between MOG.A and MOG.B?
Both are Moog common stock listed on the NYSE. Class A shares have limited voting rights, electing a minority of the board, while Class B shares elect the majority of directors. Class A is the more widely traded line.
How did Moog do in its latest quarter?
In the fiscal third quarter ended June 27, 2026, Moog reported record sales of $1.117 billion, up 15%, adjusted EPS of $3.72, up 60%, and a 12-month backlog of $3.3 billion, up 23%. It raised fiscal 2026 guidance to $4.4 billion of sales and $11.65 of adjusted EPS.
Does Moog have any robotics business?
Yes, on the industrial side. Moog sells servo motors, integrated motor-drives and actuators used in machines and robots, has worked with the Italian Institute of Technology on actuation for legged robots, and develops autonomy kits for construction equipment. It does not sell a humanoid robot.
What is Moog doing with Niron Magnetics?
In December 2025 Moog and Niron Magnetics agreed to develop actuator designs that use Niron's iron nitride magnets instead of rare earth magnets, first for defense applications. They showed the technology at the AUSA defense exhibition in October 2026.
The Bottom Line
Moog is a strong actuator company having a record year: Q3 fiscal 2026 sales up 15%, adjusted EPS up 60% and guidance raised to $4.4 billion and $11.65. Its humanoid relevance is real only in a technical sense, through precision actuation and rare-earth-free motor work with Niron. There is no Optimus contract. Buy it for aerospace and defense, and count robots as a free option at best.
Sources: Moog Q3 FY2026 release via Business Wire (Jul 31, 2026), Zacks (Jan 2026), Finviz/Business Wire on Moog and Niron (Oct 2026), Niron and Moog release (Dec 11, 2025), Unmanned Systems Technology (Feb 2016), KHL. Not investment advice. Last fact-check: November 10, 2026.
BEYOND THE HYPE LIST
Some companies on Optimus supplier lists have no confirmed Tesla business. We check each one and say so.
