| NOC |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$10.95B vs cons $10.82B |
MEDIUM |
| NOC |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$6.95 vs cons $6.81 |
MEDIUM |
| NOC |
Report |
Segment Operating Margin (Q2 2026) |
IN-LINE |
pred ~11.3% vs cons 11.22% |
MEDIUM |
| NOC |
Guide |
FY2026 Sales (FY2026) |
UNCHANGED |
guide ~$43.5-44.0B vs cons $44.02B |
HIGH |
| NOC |
Guide |
FY2026 MTM-adj EPS (FY2026) |
UNCHANGED |
guide mid ~$27.80 vs cons $27.91 |
MEDIUM |
| NOC |
Guide |
FY2026 FCF (FY2026) |
UNCHANGED |
guide $3.1-3.5B vs cons $3.29B |
HIGH |
| NOC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| NOC |
Return |
5-day cumulative residual |
-3.5% (FADE) |
FADE - H2 implied EPS slightly below H2 2025 actuals; sell-side trims estimates on out-period math even after Q2 beat; no catalyst to sustain a rally absent F/A-XX award |
MEDIUM |