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Northrop Grumman (NOC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

RTX expands Tomahawk production with a $22.9 billion contract, supporting higher output and strengthening its precision-strike capabilities.

Check out the companies making headlines yesterday:

LDOS is expanding AI across defense, cybersecurity and logistics, while its OpenAI partnership supports adoption across government workflows.

Northrop Grumman (NYSE:NOC) and Kratos received the MUX TACAIR CCA contract to deliver Missionized Valkyrie Air Vehicles for the U.S. Marine Corps. The program focuses on MVAV platforms equipped with proprietary mission kits and open autonomy software for next generation tactical aviation. The award expands Northrop Grumman's role in autonomous and collaborative uncrewed systems for U.S. defense customers. For investors tracking how autonomy and advanced electronics influence defense supply...

Shares of security and aerospace company Northrop Grumman (NYSE:NOC) jumped 3.1% in the morning session after the company and the U.S. Navy completed a key design review for the E-2D Advanced Hawkeye aircraft modernization, clearing the way for future flight tests.

Coming into Tuesday trading, shares of 10 major defense contractors Barron’s looked at—including Lockheed Martin Northrop Grumman Huntington-Ingalls Industries and others—were down an average of 17% since fighting started in Iran. Only RTX and General Dynamics were up. U.S. defense spending is at a record high, European defense spending is growing, and the Iran war is teaching the American military how to build more autonomous weapons systems and smart munitions.

NOC is expanding its military training footprint with LVC, immersive and electromagnetic simulation tools for complex missions.

Northrop Grumman has underperformed the broader market over the past year, and analysts remain somewhat bullish about the stock’s prospects.

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded here. U.S. equities rebounded in Q2, with the Russell 3000 rising 15.4% and the S&P 500 achieving its best quarter since 2020, driven by AI infrastructure spending […]

LHX expands undersea defense capabilities with a new Rhode Island facility, supporting advanced training systems for U.S. and allied fleets.
Investing.com -- A Spanish F/A-18 fighter jet operating under NATO’s air-policing mission shot down a drone that entered Romanian airspace without authorisation early on Sunday, Reuters reported, citing Romania’s defence ministry.
Investing.com -- Russian forces launched a missile attack on Kyiv early on Sunday, causing fires in at least two districts and injuring one person, Ukrainian officials said.
Investing.com -- The US admiral overseeing the war with Iran visited the USS Abraham Lincoln on Saturday as the aircraft carrier prepared to return home following a nine-month deployment, the Wall Street Journal reported.
Investing.com -- Russian President Vladimir Putin told North Korean leader Kim Jong Un that Moscow and Pyongyang were actively cooperating across all areas and coordinating efforts to support regional security and stability, state media reported on Saturday.

KTOS' $15B pipeline and rising defense demand could fuel growth as new awards expand backlog and revenues.

RTX is expanding missile production and investing in advanced defense technologies as U.S. and allied demand for precision weapons grows.

Northrop Grumman is expanding its JADC2 presence with secure communications, networking and battle management technologies supporting multi-domain operations.

Despite record revenue, GE Aerospace is falling further behind on orders. Spare parts delinquencies, a measure of shipments delayed by material shortages, grew last quarter. This is not a sign of weakness, but of demand so intense the company's industrial base cannot keep pace.

GE's defense momentum continues as rising demand, major contracts and a strong project pipeline lift revenues, orders and profit.

BA's fighter jet business stands to gain from rising defense spending, fleet modernization and demand for aircraft upgrades and sustainment.

On August 3, the Pentagon inked a more than $3 billion deal with Lockheed Martin Corporation (NYSE:LMT) and Northrop Grumman Corporation (NYSE:NOC) to boost the production of Patriot and THAAD interceptor missile parts. The development comes as the conflict in Iran intensifies and the Ukraine war rages on, straining stockpiles. The Centre for Strategic and […]

SpaceX, RTX and 10 other defense contractors passed the first space-based interceptor test for the Golden Dome program. Citi hikes aerospace targets.

LMT expands its missile-defense footprint as rising demand drives Space sales and boosts opportunities across next-generation defense programs.

Cash burn and a softer gross-margin guide have added to a slide that leaves the stock well below its high, yet its operating loss per dollar of revenue has narrowed in each of the last three years.

Northrop Grumman stock has returned 69.3% over the past 5 years, yet current checks suggest the shares may still trade below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and earnings multiples that both screen as undervalued. A 69.3% return over 5 years indicates Northrop Grumman has already rewarded patient shareholders, which makes any remaining valuation upside especially important to understand. New systems such as the Raid Hunter air defense solution and...


