SecBot SecBot
GOVT-CONTRACT ·Filed Jul 22, 2026

NOC

NORTHROP GRUMMAN CORP /DE/
NEUTRAL
Impact 3/10
Horizonmonths Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The contract adds to Northrop's record backlog of $104.7B and supports the raised full-year sales guidance. Monitor future E-2D orders and any follow-on sustainment contracts for incremental revenue visibility.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
NOC ▼ -2.55% at T+60d
NEUTRAL call -2.55% · α vs SPY -5.95% · entry $533.48 → $519.86
Entry = T+0 close
Jul 23, 2026
via day close
T+1d
+1.64%
call +1.64% · α +1.54%
$542.24
settled 3mo ago
T+5d
+0.26%
call +0.26% · α -0.22%
$534.85
settled 3mo ago
T+20d
+5.69%
call +5.69% · α +2.39%
$563.86
settled 2mo ago
T+60d
-2.55%
call -2.55% · α -5.95%
$519.86
settled 11d ago

Price Chart

Loading chart...

Executive Summary

Northrop Grumman received a $583.4M contract from the Department of Defense for three E-2D Advanced Hawkeye aircraft. The award represents approximately 1.3% of the company's annualized revenue and follows a strong Q2 earnings report with raised guidance, reinforcing demand in the company's core defense franchise.

Key Financial Metrics

Award Amount
$583.4M
Agency
Department of Defense
Contract Type
new
Rev Impact
+1.3%

Key Facts

  • Award amount: $583,394,000
  • Contract for three E-2D Advanced Hawkeye aircraft
  • Awarding agency: Department of Defense
  • Award date: July 22, 2026
  • Period of performance starts July 22, 2026
  • Annualized revenue (Q2 FY2026 x4): $43.6B
  • Award represents ~1.3% of annualized revenue

Financial Impact

$583.4M contract award, approximately 1.3% of annualized revenue

revenue

Risk Factors

  • Government contract execution risk and potential funding delays under continuing resolutions
  • Award size is modest relative to total revenue, limiting standalone impact

Investment Themes

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-N0001926C1017
21 reports for NOC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for NOC — sortable, filterable
TypeNow
Oct 23, 2026
4d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$565.41awaiting T+5—$551.23 (−2.51%)
Oct 20, 2026
7d ago
3/A
NEUTRAL ★ 1/10
$534.00 $551.23▲ +3.23%▲ +3.15%$551.23 (+3.23%)
Oct 20, 2026
7d ago
8-K
BULLISH ★ 6/10
$534.00 $551.23▲ +3.23%▲ +3.15%$551.23 (+3.23%)
Sep 23, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$508.98 $482.00▼ −5.30%▼ −4.88%$551.23 (+8.30%)
Sep 17, 2026
5w ago
Press Release
NEUTRAL ★ 1/10
$524.00 $508.98▼ −2.87%▼ −3.72%$551.23 (+5.20%)
Aug 21, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$549.28 $539.70▼ −1.74%▼ −2.21%$551.23 (+0.36%)
Jul 22, 2026
13w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$533.48 $534.85▲ +0.26%▼ −0.22%$551.23 (+3.33%)
Jul 22, 2026
13w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$533.48 $534.85▲ +0.26%▼ −0.22%$551.23 (+3.33%)
Jul 21, 2026
14w ago
Press Release
MIXED ★ 6/10
$512.29 $547.58▲ +6.89%▲ +8.12%$551.23 (+7.60%)
Jul 21, 2026
14w ago
8-K
MIXED ★ 6/10
$512.29 $547.58▲ +6.89%▲ +8.12%$551.23 (+7.60%)
Showing 10 of 21

US Market Status

Market Closed — Opens Wed (15h 54m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Jul 22, 2026