Financial giants have made a conspicuous bullish move on Northrop Grumman. Our analysis of options history for Northrop Grumman (NYSE:NOC) revealed 21 unusual trades.Delving into the details, we found 52% of traders were bullish, while 23% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $375,593, and 16 were calls, valued at $731,950.Expected Price MovementsAnalyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a pr ...

Core Insights - Northrop Grumman Corporation (NOC) reported fourth-quarter 2025 adjusted earnings of $7.23 per share, exceeding the Zacks Consensus Estimate by 3.3% and reflecting a 13.1% increase from the prior-year quarter [1] - The company achieved total sales of $11.71 billion in the fourth quarter, surpassing the Zacks Consensus Estimate by 0.8% and marking a 9.6% year-over-year increase [3] - NOC's total backlog reached $95.68 billion at the end of the fourth quarter, up from $91.45 billion in the previous quarter, indicating strong program demand [5][8] Financial Performance - Adjusted earnings for 2025 were reported at $26.34 per share, a 1% increase from $26.08 in 2024 [2] - GAAP earnings for the fourth quarter were $9.99 per share, a 15.4% improvement from $8.66 in the same quarter last year [1] - Total operating income for the fourth quarter was $1.27 billion, reflecting a 17% rise from $1.09 billion in the prior-year quarter [11] Sales Breakdown - Aeronautics Systems segment sales rose 17.7% year over year to $3.92 billion, driven by increased volumes in various programs [6] - Mission Systems segment sales increased 9.7% to $3.45 billion, supported by ramp-up in airborne radar programs and higher volumes on F-35 [7] - Defense Systems segment sales climbed 7.2% to $2.15 billion, attributed to higher volumes in multiple programs [8] - Space Systems segment sales rose 5.5% to $2.86 billion, driven by production ramp-up in key programs [9] Operational Metrics - Organic sales for 2025 increased by 3% to $41.8 billion compared to $40.7 billion in 2024 [4] - The company’s cash and cash equivalents totaled $4.40 billion as of December 31, 2025, slightly up from $4.35 billion a year earlier [12] - Long-term debt increased to $15.16 billion from $14.69 billion as of December 31, 2024 [12] Future Guidance - For 2026, NOC expects revenues in the range of $43.5-$44 billion, with the Zacks Consensus Estimate at $43.98 billion [13] - The company anticipates adjusted earnings between $27.40-$27.90 per share, while the Zacks Consensus Estimate stands at $28.78 per share [13] - NOC projects adjusted free cash flow in the range of $3.1-$3.5 billion [14]

This strong performance provides momentum for our company in an increased demand environment and gives us continued confidence in our outlook. This confidence is rooted in our conviction that we have a talented engineering and operations team and a portfolio uniquely designed to deliver the capabilities needed by our US and international customers. In the US, we are aligned with the administration's and Congress's focus on expanding American manufacturing capabilities and capacity on critical programs, ensu ...

Northrop Grumman (NYSE:NOC) Q4 2025 Earnings call January 27, 2026 09:30 AM ET Company ParticipantsJohn Green - CFOKathy Warden - Chair, CEO, and PresidentKen Crews - CFOKristine Liwag - Managing DirectorTodd Ernst - VP of Investor RelationsConference Call ParticipantsRonald Epstein - Senior Equity AnalystScott Deuschle - Research AnalystSheila Kahyaoglu - Aerospace, Defense, and Airlines Equity Research AnalystOperatorToday, ladies and gentlemen, and welcome to Northrop Grumman's fourth quarter 2025 confer ...

Northrop Grumman (NYSE:NOC) Q4 2025 Earnings call January 27, 2026 09:30 AM ET Company ParticipantsDouglas Harned - Managing DirectorGavin Parsons - DirectorJohn Godyn - Managing DirectorJohn Green - CFOKathy Warden - Chair, CEO, and PresidentKen Crews - CFOKen Herbert - Managing DirectorKristine Liwag - Managing DirectorMyles Walton - Managing DirectorRichard Safran - Managing DirectorRobert Stallard - PartnerSeth Seifman - Executive DirectorTodd Ernst - VP of Investor RelationsConference Call Participants ...

For the quarter ended December 2025, Northrop Grumman (NOC) reported revenue of $11.71 billion, up 9.6% over the same period last year. EPS came in at $7.23, compared to $6.39 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $11.62 billion, representing a surprise of +0.83%. The company delivered an EPS surprise of +3.27%, with the consensus EPS estimate being $7.00.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

Northrop Grumman (NYSE:NOC) Q4 2025 Earnings call January 27, 2026 09:30 AM ET Speaker1Today, ladies and gentlemen, and welcome to Northrop Grumman's fourth quarter 2025 conference call. Today's call is being recorded. My name is Josh, and I will be your operator today. At this time, all participants are in a listen-only mode. I would now like to turn the call over to your host, Mr. Todd Ernst, Vice President, Investor Relations. Mr. Ernst, please proceed.Speaker2Thanks, Josh, and good morning, everyone, an ...

Fourth Quarter 2025 Conference Call This presentation and the information we are incorporating by reference, and statements to be made on the earnings conference call, contain or may contain statements that constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "will," "expect," "anticipate," "intend," "may," "could," "should," "plan," "strategy," "project," "forecast," "achieve," "believe," "estimate," "guidance," "outlook," "trends ...

Core Insights - Northrop Grumman reported quarterly earnings of $7.23 per share, exceeding the Zacks Consensus Estimate of $7 per share, and showing an increase from $6.39 per share a year ago, resulting in an earnings surprise of +3.27% [1] - The company achieved revenues of $11.71 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.83% and up from $10.69 billion year-over-year [2] Earnings Performance - Over the last four quarters, Northrop Grumman has surpassed consensus EPS estimates three times, indicating strong earnings performance [2] - The company had a previous quarter earnings surprise of +18.18%, with actual earnings of $7.67 per share against an expected $6.49 [1] Stock Performance - Northrop Grumman shares have increased approximately 15.9% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.5% [3] Future Outlook - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $6.24 for the coming quarter and $28.78 for the current fiscal year [7] - The Zacks Rank for Northrop Grumman is currently 3 (Hold), suggesting that shares are expected to perform in line with the market in the near future [6] Industry Context - The Aerospace - Defense industry, to which Northrop Grumman belongs, is currently ranked in the top 41% of over 250 Zacks industries, indicating a favorable industry outlook [8]

Core Viewpoint - Northrop Grumman Corporation has released its fourth quarter and full-year 2025 financial results, indicating significant developments in its financial performance [1] Financial Results - The earnings release is available in the company's Form 8-K filing and on its investor relations website [1] - A webcast of the earnings conference call is scheduled for 9:30 a.m. Eastern time, providing live audio for stakeholders [2] Company Overview - Northrop Grumman is recognized as a leading global aerospace and defense technology company, focusing on innovative solutions that enhance customer capabilities [3] - The company emphasizes its commitment to solving complex problems for its customers and advancing human exploration [3]