| NOC |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$10.75B vs. cons $10.80B |
MEDIUM |
| NOC |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$6.92 vs. cons $6.83 |
MEDIUM |
| NOC |
Report |
Q2 2026 Space Systems revenue |
MISS |
pred ~$2.67B vs. cons $2.72B |
LOW |
| NOC |
Guide |
Revenue guidance |
UNCHANGED |
guide ~$43.75B vs. cons $43.80B (FY2026) |
HIGH |
| NOC |
Guide |
Adjusted EPS guidance |
UNCHANGED |
guide ~$27.65 vs. cons $27.70 (FY2026) |
MEDIUM |
| NOC |
Guide |
Free cash flow guidance |
UNCHANGED |
guide ~$3.30B vs. cons $3.30B (FY2026) |
HIGH |
| NOC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.7% |
— |
MEDIUM |
| NOC |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest EPS beat and no new major program charge should initially be rewarded, but unchanged FY2026 guidance and pred ~$2.67B Space revenue vs. cons $2.72B preserve the demanding second-half ramp. Limited upward estimate revisions should fade the day-1 residual from ~+1.7% to a five-day cumulative ~+0.4%. |
MEDIUM |