Defense · NOC
Northrop Grumman
Defense prime behind the B-21 bomber, the Sentinel ICBM program, space systems and advanced electronics.
The desk's view now
Ends near 481; view neutral after the Navy chose Boeing for the F/A-XX fighter. No entry.
Thesis: Northrop beat Q2 estimates and raised 2026 EPS guidance by USD 1.20 to 28.60–29.10, with a record USD 105B backlog (+17%) driven by a USD 7.6B Sentinel increase and an agreement to accelerate B-21 production.
Updated Oct 13, 2026
Upcoming catalysts
No dated catalysts in the coming weeks.
Latest filings, contracts and releases
- Sep 29NOC activity on existing contract (lifetime $365.4M) from DHS (Department of Homeland Security) / U.S. Customs and Border Protection: p-3 aircraft maintenance and logistic support services ↗
- Sep 28NOC activity on existing contract (lifetime $36.3M) from NASA (National Aeronautics and Space Administration): test article - if more information is needed, please contact the co directly. ↗
- Sep 23NOC activity on existing contract (lifetime $1.78B) from NASA (National Aeronautics and Space Administration): igf::ot::igf nextstep nra award. this nextstep contract builds upon the success of commercial orbital transportation se ↗
- Sep 17NOC activity on existing contract (lifetime $55.8M) from Department of Transportation / FAA (Federal Aviation Administration): igf::ot::igf northrup grumman mission systems (ngms)support for rapid deployment voice switch iia (rdvs iia), enhanced t ↗
- Sep 14NOC activity on existing contract (lifetime $575.3M) from NASA (National Aeronautics and Space Administration): joint polar satellite system-2 spacecraft. gd-300hp core spacecraft including all associated hardware, software, source ↗
- Sep 10NOC activity on existing contract (lifetime $59.3M) from GSA (General Services Administration) / Federal Acquisition Service: usaraf strategic mission support contract ↗
- Sep 9NOC activity on existing contract (lifetime $11.4M) from NASA (National Aeronautics and Space Administration): habitable worlds observatory system technology demonstrations and mission architecture studies ↗
- Sep 9NOC activity on existing contract (lifetime $105.9M) from NASA (National Aeronautics and Space Administration): provide aircraft and ground control station (gcs) spare parts and provide engineering, maintenance technician, logistics ↗
Primary sources with links to the originals (SEC, USAspending, company releases). Third-party content, shown as data.
Same sector: Defense
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