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NONOC

Northrop Grumman Corporation

$NOC·$68B·Aerospace & Defense·Industrials
$519.86+4.0%YTD-15.5%1Y-13.2%
Price updated 4h ago·X counts updated 5d ago
NONOC
$NOCNorthrop Grumman Corporation
$519.86+4.05%207 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NOC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

207X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $NOC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

Northrop lands a $4.84B firm-fixed IDIQ Army CIRCM contract through Sept 2035 (5x the last award), described as ~7% of market cap and 'material'. Dip-buying and NOC as a safe-haven flight-to-quality trade add supporting tone.

Read what X is saying about $NOC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NOC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

A $4.84B Army contract 5x the last award — Northrop's drawdown is where turnaround setups usually start.

Northrop Grumman is the US aerospace-and-defense prime with the B-21 bomber, Sentinel ICBM, and various space-and-ISR programs. The 2026 drawdown reflects the F/A-XX fighter-aircraft loss to Boeing plus general defense-cost overrun concerns.

  • The P&L is still solid: Q2 revenue grew 4.4% YoY to $9.88B at a 10% operating margin and $6.16 EPS, with trailing EPS beats of 13% and 1% — the earnings power is intact despite the program setbacks.
  • The specific recent catalyst is a $4.84B firm-fixed IDIQ Army CIRCM contract through Sept 2035 — approximately 5x the last award and ~7% of market cap, described as 'material' by management, which is unusual on defense contracts of this type.

At 2.6% of its 52-week range and 20% below the 200-day going into Oct 20 earnings with volume at 3.3x average, the setup is a classic turnaround coil with a dated catalyst. A clean beat with reaffirmed B-21 schedule plus named international customer wins is the trigger; a Sentinel cost-overrun update or F/A-XX protest denial is the invalidation.

Agrees with X sentimentThe $4.84B Army IDIQ contract framing is a specific material datapoint, and the safe-haven flight-to-quality framing is also reasonable given the drawdown.

What to watch: Oct 20 Q3 earnings — B-21 program execution, Sentinel cost-overrun commentary, international revenue growth, and FY27 EPS guide. Clean B-21 plus international growth is the trigger; Sentinel overrun is the invalidation.

On the calendar: 2026-10-20 — Q3 earnings

event ahead 30ddefense contract

Read the AI verdict on $NOC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes the B-21 stealth bomber, space systems, missile defense interceptors, and C4ISR electronics for US defense.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $NOC.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $NOC

Direct beneficiary — Makes the B-21 stealth bomber, space systems, missile defense interceptors, and C4ISR electronics for US defense.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
28.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 21, 2026$7.68$6.82+12.6%
Q1 2026Apr 21, 2026$6.14$6.06+1.3%
Q4 2025Jan 27, 2026$7.23$6.98+3.6%
Q3 2025Oct 21, 2025$7.67$6.44+19.1%
Next earningsTue, Oct 20·consensus EPS $7.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$9.9B+4.4%19.8%10.0%$6.16$-1.8B
Q4 FY25$11.7B+9.6%19.6%8.9%$9.99$3.2B
Q3 FY25$10.4B+4.3%21.4%11.9%$7.69$1.3B
Q2 FY25$10.4B+1.3%21.4%13.8%$8.17$637.0M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$44.1B$43.9B – $44.3B$28.94$28.08 – $29.3217
FY27$47.1B$46.5B – $48.0B$30.46$29.57 – $31.8617
FY28$50.0B$48.8B – $52.2B$32.93$29.81 – $35.4119
FY29$52.4B$51.7B – $53.3B$35.05$34.48 – $35.839
FY30$55.4B$54.7B – $56.3B$37.82$37.20 – $38.6615

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.10%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-15.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 141.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.115-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 3Mark A WelshDirector95 sh$52KSellMay 4Mark A WelshDirector95 sh$54K
+ 15 other (15 awards) in window

See when $NOC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 218-K — Item 5.02: Officer or director change
AI summary

Northrop Grumman (NOC) disclosed that the independent board approved a one-time performance-based equity grant to Kathy J. Warden, Chair, CEO, and President, on August 19, 2026, intended to recognize and retain her continued leadership. The specific grant size, performance metrics, and vesting terms are not visible in the excerpt. A one-time retention equity award for a sitting CEO signals the board's confidence in and commitment to Warden's leadership during a critical period for Northrop's defense programs.

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
AI summary

Northrop Grumman Corporation (NOC) filed an 8-K on May 20, 2026 disclosing annual shareholder meeting vote results (Item 5.07). Northrop Grumman is a Falls Church, Virginia-based global aerospace and defense contractor listed on the NYSE. Annual meeting results are routine governance disclosures.

S-3ASRAuto-shelf registrationApr 21S-3ASR
AI summary

NOC filed a S-3ASR (automatic shelf) shelf registration statement dated 2026-04-21. The shelf provides capacity to issue equity or debt as market conditions allow. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

+ 13 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 11-K/As) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Can Precision Weapons Demand Support Northrop Grumman's Growth?zacks.com·2d agoExploring Analyst Estimates for Northrop Grumman (NOC) Q3 Earnings, Beyond Revenue and EPSzacks.com·2d agoWill Northrop Grumman (NOC) Beat Estimates Again in Its Next Earnings Report?zacks.com·3d agoTop Wall Street Forecasters Revamp Northrop Grumman Expectations Ahead Of Q3 Earningsbenzinga.com·3d agoNorthrop Grumman to Release Q3 Earnings: What's in the Cards?zacks.com·3d ago

In themes

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Space EconomyDefense & Drones

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Voices on X · last 7 days

No standout posts about $NOC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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