This is a small, sole-source follow-on contract for an established strategic weapons program. It provides modest incremental revenue visibility through 2028 but is immaterial to NOC's overall financials. Monitor for larger TRIDENT II production or sustainment awards that could meaningfully impact the defense segment.
Price Chart
Executive Summary
Northrop Grumman Systems Corp. (a subsidiary of NOC) was awarded a $43.9 million firm-fixed-price contract by the U.S. Navy to design new rocket motor production facilities supporting the TRIDENT II D5 strategic weapon system. The award represents approximately 0.1% of NOC's annualized revenue and is a routine, sole-source follow-on contract for an existing program.
Key Financial Metrics
Key Facts
- Award amount: $43,856,500 firm-fixed-price contract
- Awarding agency: U.S. Navy (Department of Defense)
- Work scope: Design of new rocket motor dry and grind production facilities for TRIDENT II D5
- Work location: Naval Industrial Reserve Ordnance Plant, Magna, Utah
- Performance period through Aug. 31, 2028
- Funds obligated: $43,856,500 from fiscal 2026 weapons procurement (Navy) — no funds expire this fiscal year
- Contract type: Sole source (10 U.S. Code 2304(c)(1))
- Award is ~0.1% of NOC's annualized revenue of $44.5 billion
Financial Impact
$43.9 million contract, approximately 0.1% of annualized revenue
Risk Factors
- Contract value is immaterial relative to NOC's scale — no material EPS impact
- Execution risk on facility design and construction timeline
- Sole-source designation may face political or competitive scrutiny
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-N0003027C2002 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | GOVT-CONTRACT | — | awaiting T+1 | — | — |
Oct 20, 2026 5d ago | 3/A | $534.00 $539.31 | ▲ +0.99% | ▲ +0.47% | $560.72 (+5.00%) |
Oct 20, 2026 6d ago | 8-K | $534.00 $539.31 | ▲ +0.99% | ▲ +0.47% | $560.72 (+5.00%) |
Sep 23, 2026 4w ago | GOVT-CONTRACT | $508.98 $510.52 | ▲ +0.30% | ▼ −0.24% | $560.72 (+10.16%) |
Sep 17, 2026 5w ago | Press Release | $524.00 $527.39 | ▲ +0.65% | ▲ +0.52% | $560.72 (+7.01%) |
Aug 21, 2026 9w ago | 8-K | $549.28 $542.52 | ▼ −1.23% | ▼ −1.55% | $560.72 (+2.08%) |
Jul 22, 2026 13w ago | GOVT-CONTRACT | $533.48 $542.24 | ▲ +1.64% | ▲ +1.54% | $560.72 (+5.11%) |
Jul 22, 2026 13w ago | GOVT-CONTRACT | $533.48 $542.24 | ▲ +1.64% | ▲ +1.54% | $560.72 (+5.11%) |
Jul 21, 2026 13w ago | Press Release | $512.29 $525.28 | ▲ +2.54% | ▲ +2.65% | $560.72 (+9.45%) |
Jul 21, 2026 13w ago | 8-K | $512.29 $525.28 | ▲ +2.54% | ▲ +2.65% | $560.72 (+9.45%) |
US Market Status
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