Northrop Grumman (NOC) Q4 Earnings and Revenues Surpass Estimates

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]