Northrop Grumman(US:NOC) ZACKS·2025-10-21 14:30Core Insights - Northrop Grumman reported $10.42 billion in revenue for Q3 2025, a year-over-year increase of 4.3%, with an EPS of $7.67 compared to $7.00 a year ago, indicating an EPS surprise of +18.18% against a consensus estimate of $6.49 [1][3] Revenue Performance - The revenue of $10.42 billion was a surprise of -2.78% compared to the Zacks Consensus Estimate of $10.72 billion [1] - Sales in various segments showed mixed results: - Intersegment eliminations: $-569 million, a year-over-year change of -13.7% [4] - Mission Systems: $3.09 billion, a +9.6% change year-over-year [4] - Space Systems: $2.7 billion, a -6% change year-over-year [4] - Defense Systems: $2.06 billion, a -1.2% change year-over-year [4] - Aeronautics Systems: $3.14 billion, a +9.2% change year-over-year [4] Operating Income Analysis - Operating income/loss figures varied across segments: - Intersegment eliminations: $-75 million, slightly worse than the average estimate of $-71.19 million [4] - Defense Systems: $234 million, close to the average estimate of $236.83 million [4] - Mission Systems: $515 million, exceeding the average estimate of $458.41 million [4] - Space Systems: $298 million, below the average estimate of $306.1 million [4] - Aeronautics Systems: $305 million, slightly below the average estimate of $310.97 million [4] - Segment operating income adjustments included: - Unallocated corporate expenses: $-102 million, worse than the average estimate of $-99.96 million [4] - FAS/CAS operating adjustment: $67 million, better than the average estimate of $63.92 million [4] Stock Performance - Northrop Grumman shares returned +4.5% over the past month, outperforming the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]