Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Northrop Grumman (NOC) is 6/10.
Northrop Grumman reported Q1 revenue of $9.9 billion, up 4% year-over-year with organic sales up 5%, as segment operating income grew to over $1 billion with margins improving to 10.8% and B-21 production rate acceleration advanced. Management reaffirmed FY2026 guidance across all metrics, increasing CapEx by $200 million to $1.85 billion for B-21 investments while the Sentinel ICBM program acceleration, weapons capacity expansion, and historic defense budget tailwinds supported the multi-year growth trajectory.
Scored from Northrop Grumman’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $10.69B | +0.5% | $8.66 | +344.6% | 10.2% | 11.8% | $1.76B |
| FY2025 Q1 | $9.47B | -6.6% | $3.32 | -47.5% | 6.1% | 5.1% | $-1.82B |
| FY2025 Q2 | $10.35B | +1.3% | $8.15 | +28.1% | 13.8% | 11.3% | $637M |
| FY2025 Q3 | $10.42B | +4.3% | $7.67 | +9.6% | 11.9% | 10.6% | $1.26B |
| FY2025 Q4 | $11.71B | +9.6% | $9.99 | +15.4% | 8.9% | 12.2% | $3.23B |
| FY2026 Q1 | $9.88B | +4.4% | $6.14 | +84.9% | 10.0% | 8.9% | $-1.82B |
| FY2026 Q2 | $10.88B | +5.1% | $7.68 | -5.8% | 10.1% | 10.1% | $978M |