8-K ·Filed Apr 21, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish
Monitor the company's ability to maintain its strong performance in Aeronautics Systems and Mission Systems as key drivers of future growth, while watching for any changes to the 2026 guidance.
Final — all horizons settled through T+60d ⚠ clustered
NOC ▼ -15.12% at T+60d
LONG call ✗ call lost -15.12% · α vs SPY -21.75% · entry $611.06 → $518.65
T+1d
-3.60%
call -3.60% · α -4.62%
$589.05
settled 5mo ago
T+5d
-5.47%
call -5.47% · α -6.56%
$577.61
settled 5mo ago
T+20d
-9.99%
call -9.99% · α -14.91%
$550.00
settled 5mo ago
T+60d
-15.12%
call -15.12% · α -21.75%
$518.65
settled 3mo ago
Price Chart
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Executive Summary
Northrop Grumman reported strong Q1 2026 earnings with a 15% year-over-year increase in diluted EPS to $6.14, driven by a rebound in Aeronautics Systems after the prior year's B-21 loss provision. The company reaffirmed its full-year 2026 financial guidance, providing confidence in its outlook.
Key Financial Metrics
EPS
$6.14
est $6.06 · +1.3%
Revenue
$9.9B
est $9.8B · +1.2% · +4.3% YoY
Rating
beat
Guidance
$43.5B-$44B
maintained
Free Cash Flow
-$1.8B
Key Facts
- Q1 2026 EPS was $6.14, a 15% increase from $3.32 in Q1 2025
- Sales increased 4% year-over-year to $9.88 billion
- Operating income increased 73% to $989 million
- The strong performance in Aeronautics Systems was driven by the absence of a $477 million B-21 loss provision from the prior year
- The company reaffirmed its 2026 financial guidance for sales, segment operating income, MTM-adjusted EPS, and free cash flow
Financial Impact
$6.14 EPS, $9.88B revenue
epsrevenueoperating income
Risk Factors
- Dependence on U.S. government contracts and funding
- Potential delays or reductions in appropriations for key programs
- Supply chain challenges and inflationary pressures
Market Snapshot
Exchange
NYSE
Sector
Search, Detection, Navigation, Guidance, Aeronautical Sys
Investment Themes
Defense Tech
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001133421-26-000015 |
| Document: noc-20260421.htm | 0001133421-26-000015 |
| Document: 0001133421-26-000015-index-headers.html | 0001133421-26-000015 |
| Document: 0001133421-26-000015-index.html | 0001133421-26-000015 |
| Document: 0001133421-26-000015.txt | 0001133421-26-000015 |
| 8-K Data (Synthetic) | 0001133421-26-000015 |
9 reports for NOC
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 21, 2026 6w ago | 8-K | $549.28 $509.86 | ▼ −7.18% | ▼ −8.49% | $478.00 (−12.98%) |
Jul 21, 2026 10w ago | Press Release | $512.29 $589.14 | ▲ +15.00% | ▲ +12.44% | $478.00 (−6.69%) |
Jul 21, 2026 10w ago | 8-K | $512.29 $589.14 | ▲ +15.00% | ▲ +12.44% | $478.00 (−6.69%) |
Jun 18, 2026 15w ago | Press Release | $521.50 $518.65 | ▼ −0.55% | ▼ −1.08% | $478.00 (−8.34%) |
Apr 21, 2026 23w ago | S-3ASR | $589.05 $556.34 | ▼ −5.55% | ▼ −8.72% | $478.00 (−18.85%) |
Apr 21, 2026 23w ago | Press Release | $611.06 $550.00 | ▼ −9.99% | ▼ −14.91% | $478.00 (−21.78%) |
Apr 21, 2026 23w ago | 8-K | $611.06 $550.00 | ▼ −9.99% | ▼ −14.91% | $478.00 (−21.78%) |
Mar 19, 2026 28w ago | Press Release | $711.07 $664.52 | ▼ −6.55% | ▼ −14.17% | $478.00 (−32.78%) |
Feb 27, 2026 31w ago | Insider Cluster | $724.42 $676.67 | ▼ −6.59% | ▲ +0.96% | $478.00 (−34.02%) |
Showing 9 of 9
US Market Status
Market Closed — Opens Mon (64h 9m)
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