| NOC |
Report |
Sales |
IN-LINE |
pred ~$10.90B vs. cons $10.82B |
MEDIUM |
| NOC |
Report |
Operating EPS |
BEAT |
pred ~$6.90 vs. cons $6.81 |
MEDIUM |
| NOC |
Report |
Segment operating margin |
IN-LINE |
pred ~11.30% vs. cons 11.23% |
MEDIUM |
| NOC |
Guide |
FY2026 Sales |
LOWER |
guide $43.5B-$44.0B vs. cons $44.02B |
MEDIUM |
| NOC |
Guide |
FY2026 Operating EPS |
LOWER |
guide $27.40-$27.90 vs. cons $27.91 |
MEDIUM |
| NOC |
Guide |
FY2026 FCF |
UNCHANGED |
guide $3.1B-$3.5B vs. cons $3.30B |
MEDIUM |
| NOC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
LOW |
| NOC |
Return |
5-day cumulative residual |
-7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit Q4 sales/EPS cut should drive revisions lower |
LOW |