$NOC — what investors on X are saying

$NOCNorthrop Grumman Corporation · Aerospace & Defense · $72.5B

$510.65

post+0.0%

Event thread

Key events, in time order

15 items

2026-10-14 → 10-17Earnings🔥Developing
NOC to Report Q3 Earnings Before Market Open on Oct 20
Earnings release imminent; market awaits results
D1 +3.0% · since +4.9%
2 waves of this story
- 2026-10-14 Analysts update forecasts ahead of report; focus on beat streak
- 2026-10-17 Earnings release imminent; market awaits results
2026-10-06AnalystBull
Multiple Firms Initiate NOC with Buy Ratings
At least two independent sources show NOC initiated with Buy, target $680
D1 +1.5% · +5d -0.4%

13 earlier events

2026-10-03AnalystBear
NOC Downgraded to Sector Perform by RBC
RBC's downgrade signals cautious institutional view on NOC
D1 -0.4% · +5d +1.9%
2026-10-02Analyst
RBC Capital downgrades to Sector Perform
D1 -0.8% · +5d +0.6%
2026-09-17Earnings
Northrop Grumman Sets Oct 20 for Q3 2026 Results
Official date set; investors await results and guidance
D1 -1.3% · +5d -2.9%
2026-09-17CompanyBull
CEO Cites B-21, Space Growth Behind Record Backlog
Management highlights robust demand at conference and in reports
D1 -1.3% · +5d -2.9%
2026-08-26CompanyBull
Record $105B Backlog; Growth Seen Accelerating Below 5-Yr Avg Valuation
Record backlog and accelerating growth present entry point below five-year average valuation
D1 +1.4% · +5d -4.8%
2026-08-26CompanyBull
CEO Cites Wartime Footing, Expects Decent Golden Dome Share
CEO says contractor is on wartime footing and expects meaningful Golden Dome share, alongside record $105B backlog
D1 +1.4% · +5d -4.8%
2026-08-228-K filing
8-K: Item 5.02
D1 -0.3% · +5d -1.7%
2026-07-16 → 07-23EarningsBull
Northrop Grumman Q2 Sales Up 5%, Record Backlog $104.7B
Seeking Alpha details Q2 results, adding new data points to existing earnings line
D1 -1.3% · +5d +2.9%
6 waves of this story
- 2026-07-16 Pre-earnings analyses highlight backlog strength and Sentinel margin impact
- 2026-07-17 Earnings date approaching; market watches Sentinel program updates
- 2026-07-21 Q2 profit $1.09B, EPS $7.68, sales up 5% to $10.88B, full-year outlook lifted
- 2026-07-21 Q2 EPS $7.68 beat; sales $10.88B; FY guidance raised; shares fell 7.8%
- 2026-07-23 Q2 sales $10.9B, backlog $105B, raises FY sales guidance to $44B midpoint
- 2026-07-23 Seeking Alpha details Q2 results, adding new data points to existing earnings line
2026-07-21 → 07-23EarningsBull
Northrop Grumman Reports Q2 Results, Raises Full-Year Guidance
Zacks and Seeking Alpha both report Q2 results and raised guidance, confirming the event line and adding record backlog of $105B
D1 -2.2% · +5d +7.2%
3 waves of this story
- 2026-07-21 Q2 profit $1.09B, sales $10.88B up 5%, raises 2026 sales and adjusted profit forecasts.
- 2026-07-21 EPS $7.68 beat, sales $10.88B, record backlog $105B, raises FY EPS and sales guidance.
- 2026-07-23 Zacks and Seeking Alpha both report Q2 results and raised guidance, confirming the event line and adding record backlog of $105B
2026-07-21Earnings
Earnings report
Q2 net awards totaled $20 billion, driving backlog to a record $105 billion, up 17% year-over-year
D1 -2.2% · +5d +7.2%
2026-07-218-K filing
8-K: Item 2.02, Item 9.01
D1 -2.2% · +5d +7.2%
2026-07-10 → 07-15EarningsBull
Northrop Grumman Breaks Ground on Utah Facility for Strategic Deterrence
New facility supports Sentinel ICBM program, creating hundreds of jobs, bolstering earnings outlook
D1 +1.4% · +5d -3.3%
3 waves of this story
- 2026-07-10 Multiple independent sources (Seeking Alpha, Zacks) highlight the upcoming earnings release and potential beat, forming a stage event.
- 2026-07-15 New facility groundbreaking adds positive signal, reinforcing likely earnings beat
- 2026-07-15 New facility supports Sentinel ICBM program, creating hundreds of jobs, bolstering earnings outlook
2026-06-23CompanyBull
Trump to meet NOC, other defense contractors Wednesday on munitions ramp-up
Multiple independent sources confirm NOC is among contractors summoned to meet Trump and senior Pentagon officials on boosting U.S. munitions production.
D1 +1.2% · +5d -0.8%

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Event thread

Key events, in time order

15 items

2026-10-14 → 10-17Earnings🔥Developing
NOC to Report Q3 Earnings Before Market Open on Oct 20
Earnings release imminent; market awaits results
D1 +3.0% · since +4.9%
2 waves of this story
- 2026-10-14 Analysts update forecasts ahead of report; focus on beat streak
- 2026-10-17 Earnings release imminent; market awaits results
2026-10-06AnalystBull
Multiple Firms Initiate NOC with Buy Ratings
At least two independent sources show NOC initiated with Buy, target $680
D1 +1.5% · +5d -0.4%
2026-10-03AnalystBear
NOC Downgraded to Sector Perform by RBC
RBC's downgrade signals cautious institutional view on NOC
D1 -0.4% · +5d +1.9%
2026-10-02Analyst
RBC Capital downgrades to Sector Perform
D1 -0.8% · +5d +0.6%
2026-09-17Earnings
Northrop Grumman Sets Oct 20 for Q3 2026 Results
Official date set; investors await results and guidance
D1 -1.3% · +5d -2.9%

10 earlier events

2026-09-17CompanyBull
CEO Cites B-21, Space Growth Behind Record Backlog
Management highlights robust demand at conference and in reports
D1 -1.3% · +5d -2.9%
2026-08-26CompanyBull
Record $105B Backlog; Growth Seen Accelerating Below 5-Yr Avg Valuation
Record backlog and accelerating growth present entry point below five-year average valuation
D1 +1.4% · +5d -4.8%
2026-08-26CompanyBull
CEO Cites Wartime Footing, Expects Decent Golden Dome Share
CEO says contractor is on wartime footing and expects meaningful Golden Dome share, alongside record $105B backlog
D1 +1.4% · +5d -4.8%
2026-08-228-K filing
8-K: Item 5.02
D1 -0.3% · +5d -1.7%
2026-07-16 → 07-23EarningsBull
Northrop Grumman Q2 Sales Up 5%, Record Backlog $104.7B
Seeking Alpha details Q2 results, adding new data points to existing earnings line
D1 -1.3% · +5d +2.9%
6 waves of this story
- 2026-07-16 Pre-earnings analyses highlight backlog strength and Sentinel margin impact
- 2026-07-17 Earnings date approaching; market watches Sentinel program updates
- 2026-07-21 Q2 profit $1.09B, EPS $7.68, sales up 5% to $10.88B, full-year outlook lifted
- 2026-07-21 Q2 EPS $7.68 beat; sales $10.88B; FY guidance raised; shares fell 7.8%
- 2026-07-23 Q2 sales $10.9B, backlog $105B, raises FY sales guidance to $44B midpoint
- 2026-07-23 Seeking Alpha details Q2 results, adding new data points to existing earnings line
2026-07-21 → 07-23EarningsBull
Northrop Grumman Reports Q2 Results, Raises Full-Year Guidance
Zacks and Seeking Alpha both report Q2 results and raised guidance, confirming the event line and adding record backlog of $105B
D1 -2.2% · +5d +7.2%
3 waves of this story
- 2026-07-21 Q2 profit $1.09B, sales $10.88B up 5%, raises 2026 sales and adjusted profit forecasts.
- 2026-07-21 EPS $7.68 beat, sales $10.88B, record backlog $105B, raises FY EPS and sales guidance.
- 2026-07-23 Zacks and Seeking Alpha both report Q2 results and raised guidance, confirming the event line and adding record backlog of $105B
2026-07-21Earnings
Earnings report
Q2 net awards totaled $20 billion, driving backlog to a record $105 billion, up 17% year-over-year
D1 -2.2% · +5d +7.2%
2026-07-218-K filing
8-K: Item 2.02, Item 9.01
D1 -2.2% · +5d +7.2%
2026-07-10 → 07-15EarningsBull
Northrop Grumman Breaks Ground on Utah Facility for Strategic Deterrence
New facility supports Sentinel ICBM program, creating hundreds of jobs, bolstering earnings outlook
D1 +1.4% · +5d -3.3%
3 waves of this story
- 2026-07-10 Multiple independent sources (Seeking Alpha, Zacks) highlight the upcoming earnings release and potential beat, forming a stage event.
- 2026-07-15 New facility groundbreaking adds positive signal, reinforcing likely earnings beat
- 2026-07-15 New facility supports Sentinel ICBM program, creating hundreds of jobs, bolstering earnings outlook
2026-06-23CompanyBull
Trump to meet NOC, other defense contractors Wednesday on munitions ramp-up
Multiple independent sources confirm NOC is among contractors summoned to meet Trump and senior Pentagon officials on boosting U.S. munitions production.
D1 +1.2% · +5d -0.8%

$NOC (Northrop Grumman Corporation) — investor discussion on X

Five-factor rating: Sell (sector percentile 12.6%)

Most active credible voices on $NOC

Recent headlines featuring $NOC

$NOC (Northrop Grumman Corporation) — investor discussion on X

Five-factor rating: Sell (sector percentile 12.6%)

Most active credible voices on $NOC

Recent headlines featuring $NOC

NOC to Report Q3 Earnings Before Market Open on Oct 20

Multiple Firms Initiate NOC with Buy Ratings

NOC Downgraded to Sector Perform by RBC

RBC Capital downgrades to Sector Perform

Northrop Grumman Sets Oct 20 for Q3 2026 Results

CEO Cites B-21, Space Growth Behind Record Backlog

Record $105B Backlog; Growth Seen Accelerating Below 5-Yr Avg Valuation

CEO Cites Wartime Footing, Expects Decent Golden Dome Share

8-K: Item 5.02

Northrop Grumman Q2 Sales Up 5%, Record Backlog $104.7B

Northrop Grumman Reports Q2 Results, Raises Full-Year Guidance

Earnings report

8-K: Item 2.02, Item 9.01

Northrop Grumman Breaks Ground on Utah Facility for Strategic Deterrence

Trump to meet NOC, other defense contractors Wednesday on munitions ramp-up