These Analysts Boost Their Forecasts On Northrop Grumman Following Strong Q3 Earnings

Core Insights - Northrop Grumman Corporation reported strong third-quarter 2025 earnings, with earnings per share (EPS) of $7.67, an increase from $7.00 a year earlier, and exceeding analyst estimates of $6.46, driven by robust segment operating performance [1] - Quarterly sales increased by 4% year over year to $10.423 billion, up from $9.996 billion, although slightly below Wall Street's estimate of $10.712 billion [1] Financial Guidance - For full-year 2025, Northrop Grumman narrowed its revenue outlook, now expecting sales between $41.7 billion and $41.9 billion, down from a prior range of $42.05 billion to $42.25 billion, and below the analyst consensus of $42.17 billion [2] - The company raised its Mark-to-Market (MTM) adjusted EPS guidance to a range of $25.65 to $26.05 per share, up from the previous range of $25.00 to $25.40, and above the Street estimate of $25.41 per share [3] Management Commentary - CEO Kathy Warden highlighted the strong third-quarter performance, achieving financial objectives for mid-single-digit growth, expanding segment margins, and increasing cash flows year over year, leading to an increase in 2025 EPS guidance [4] Analyst Reactions - Following the earnings announcement, analysts adjusted their price targets for Northrop Grumman, with BTIG analyst Andre Madrid maintaining a Buy rating and raising the price target from $630 to $680, and Susquehanna analyst Charles Minervino maintaining a Positive rating and raising the price target from $650 to $690 [5][8]