| NOC |
Report |
Revenue |
BEAT |
pred ~$10.93B vs. cons $10.80B |
MEDIUM |
| NOC |
Report |
Diluted EPS |
BEAT |
pred ~$7.01 vs. cons $6.83 |
MEDIUM |
| NOC |
Report |
Free cash flow |
BEAT |
pred ~($0.30B) vs. cons ~($0.45B) |
LOW |
| NOC |
Guide |
FY2026 sales guidance |
UNCHANGED |
guide ~$43.75B vs. cons $43.80B (FY2026) |
HIGH |
| NOC |
Guide |
FY2026 MTM-adjusted EPS guidance |
UNCHANGED |
guide ~$27.65 vs. cons $27.70 (FY2026) |
HIGH |
| NOC |
Guide |
FY2026 free-cash-flow guidance |
UNCHANGED |
guide ~$3.30B vs. cons $3.30B (FY2026) |
MEDIUM |
| NOC |
Guide |
B-21 and Space program-charge commentary |
UNCHANGED |
guide ~$0M incremental EAC charge vs. cons ~$0M (FY2026) |
MEDIUM |
| NOC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.1% |
— |
MEDIUM |
| NOC |
Return |
5-day cumulative residual |
+0.8% (FADE) |
A modest revenue/EPS beat and clean program execution should produce an initially positive reaction, but unchanged FY2026 sales, EPS, and FCF guideposts imply limited upward out-period estimate revision; the day-1 move should partially fade as investors refocus on B-21 investment, back-end-loaded cash conversion, and unchanged full-year math. |
MEDIUM |