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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Scott Deuschle | Deutsche Bank | 11 | 9% |
| Rob Stallard | Vertical Research Partners | 10 | 10% |
| Doug Harned | Bernstein | 10 | 10% |
| Seth Seifman | JPMorgan | 10 | 0% |
| Sheila Kahyaoglu | Jefferies | 9 | 11% |
| Ron Epstein | Bank of America | 9 | 22% |
| Kristine Liwag | Morgan Stanley | 9 | 22% |
| Myles Walton | Wolfe Research | 7 | 14% |
| Rick Safran | Seaport Research Partners | 6 | 0% |
| Gavin Parsons | UBS | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Deutsche Bank | 1 | 11 | 9% |
| JPMorgan | 1 | 10 | 0% |
| Vertical Research Partners | 1 | 10 | 10% |
| Bernstein |
| 1 |
| 10 |
| 10% |
| Jefferies | 1 | 9 | 11% |
| Bank of America | 1 | 9 | 22% |
| Morgan Stanley | 1 | 9 | 22% |
| Wolfe Research | 1 | 7 | 14% |
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.
Product Launch | Revenue Growth | Demand | Capital Allocation | Competitive Dynamics | Margin | Geographic Expansion | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 5 | 5 | 5 | 7 | 5 | 2 | 3 |
| 2025Q1 | 10 | 5 | 6 | 3 | 3 | 1 | 3 | |
| 2025Q2 | 7 | 4 | 4 | 4 | 4 | 3 | 3 | 3 |
| 2025Q3 | 10 | 5 | 9 | 2 | 1 | 2 | 4 | |
| 2025Q4 | 5 | 5 | 5 | 5 | 2 | 3 | 2 | 1 |
| 2026Q1 | 1 | 7 | 2 | 2 | 3 | 3 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 9 | 10 | 7 | 10 | 5 | 1 |
| Revenue Growth | 5 | 5 | 4 | 5 | 5 | 7 |
| Demand | 5 | 6 | 4 | 9 | 5 | 2 |
| Capital Allocation | 5 | 3 | 4 | 2 | 5 | 2 |
| Competitive Dynamics | 7 | 3 | 4 | 1 | 2 | 3 |
| Margin | 5 | 1 | 3 | 3 | 3 | |
| Geographic Expansion | 2 | 3 | 3 | 2 | 2 | 3 |
| Innovation & R&D | 3 | 3 | 4 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NOC Northrop Grumman | 6 | +4.4% | |
| AXON Axon Enterprise Inc. | 10 | +33.8% | |
| BA The Boeing Company | 7 | +14.0% | |
| GD General Dynamics | 8 | +10.3% | |
| GE GE Aerospace | 7 | +24.7% | |
| HII Huntington Ingalls Industries | 6 | +13.3% | |
| LHX L3Harris | 8 | +11.9% | |
| LMT Lockheed Martin | 4 | +0.3% | |
| RTX RTX Corporation | 9 | +8.7% | |
| TDG TransDigm Group | 10 | +18.3% | |
| TXT Textron | 7 | +11.8% |