HIGHBuilt-inCustomer
61%
aerospace and defense OEM customers
“10-K Item 1: 'Aerospace and defense OEM customers collectively represented 61% of 2025 sales'”
MOG-A · Concentration risk · 10-K extracted
Moog (MOG-A) concentration risks
Updated
The most significant concentration Moog discloses is aerospace and defense OEM customers at 61%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Moog’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 4 disclosed concentrations
HIGH1
MEDIUM2
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-in & outside partyCustomer
38%
U.S. Government contracts
“10-K Item 1A: 'In 2025, sales under U.S. Government contracts represented 38% of our total sales, primarily within Space and Defense and Military Aircraft'”
MEDIUMOutside partyCustomer
31%
five largest customers
“10-K Item 1: 'Net sales to our five largest customers represented approximately 31% of our 2025 sales'”
LOWOutside partyCustomer
10%
The Boeing Company
“10-K Item 1A: 'We provide Boeing with controls for both military and commercial applications, as well as controls for space and defense applications, which totaled 10% of our 2025 sales'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's disclosed concentration profile is defined by its aerospace and defense orientation at multiple levels. Aerospace and defense OEM customers collectively represented 61% of 2025 sales — a high share by disclosed size with a structural character, reflecting the company's deliberate positioning as a precision motion control supplier to the defense and commercial aerospace industry rather than dependence on any single name. Beneath that segment-level tilt, U.S. Government contracts represented 38% of total sales in 2025, primarily within Space and Defense and Military Aircraft — a moderate share with mixed character, combining structural positioning in the defense budget with dependency on appropriations continuity and program-level funding decisions. At the customer level, the five largest customers represented approximately 31% of 2025 sales — a moderate share with a dependency character, indicating that while no single buyer dominates, a handful of primes and agencies account for a meaningful portion of the top line. The Boeing Company individually accounted for 10% of 2025 sales across military, commercial, and space applications — a small share at the consolidated level, but a named dependency that adds idiosyncratic exposure to that customer's own production rates and program health. Together, these disclosures describe a business whose revenues are structurally anchored to defense and aerospace end markets, with government budget dynamics and prime contractor health as the primary external variables.
For the engine’s reasoning on MOG-A’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Aerospace & Defense
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| MOG-A● | Moog Inc. | 1 | 2 | 1 | 4 |
| AVAV | AeroVironment, Inc. | 1 | 1 | 2 | 4 |
| ACHR | Archer Aviation Inc. | 1 | 0 | 0 | 1 |
| AXON | Axon Enterprise, Inc. | 0 | 2 | 0 | 2 |
| AIR | AAR Corp. | 0 | 0 | 1 | 1 |
| ATRO | Astronics Corporation | 0 | 0 | 1 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.