Investors interested in stocks from the Aerospace - Defense sector have probably already heard of General Dynamics (GD) and Northrop Grumman (NOC). But which of these two stocks presents investors with the better value opportunity right now?
Northrop Grumman Corporation (NYSE:NOC ) Q3 2025 Earnings Call October 21, 2025 9:30 AM EDT Company Participants Todd Ernst - Vice President, Investor Relations Kathy Warden - Chair, CEO & President Kenneth Crews - Corporate Vice President & CFO Conference Call Participants Kristine Liwag - Morgan Stanley, Research Division Ronald Epstein - BofA Securities, Research Division Seth Seifman - JPMorgan Chase & Co, Research Division Sheila Kahyaoglu - Jefferies LLC, Research Division Kenneth Herbert - RBC Capital Markets, Research Division Scott Deuschle - Deutsche Bank AG, Research Division Richard Safran - Seaport Research Partners Gavin Parsons - UBS Investment Bank, Research Division Robert Stallard - Vertical Research Partners, LLC Scott Mikus - Melius Research LLC Myles Walton - Wolfe Research, LLC Peter Arment - Robert W. Baird & Co. Incorporated, Research Division Michael Ciarmoli - Truist Securities, Inc., Research Division Douglas Harned - Sanford C.
While the top- and bottom-line numbers for Northrop Grumman (NOC) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Northrop Grumman (NOC) came out with quarterly earnings of $7.67 per share, beating the Zacks Consensus Estimate of $6.49 per share. This compares to earnings of $7 per share a year ago.
Northrop Grumman is rated Hold/Sell due to operational headwinds and overvaluation after a strong share price rally. NOC faces challenges from cost overruns on the Sentinel missile program, B-21 Raider losses, and a missed $30B contract, impacting the near-term outlook. Despite setbacks, the company maintains a $93B backlog, robust dividend growth, and potential for future contracts, but Q3 earnings may pressure shares.
Northrop Grumman (NOC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Wednesday, Deutsche Bank analyst Scott Deuschle upgraded shares of Northrop Grumman to Buy from Hold. He took his price up to $700 from $575 a share.
Investors interested in stocks from the Aerospace - Defense sector have probably already heard of General Dynamics (GD) and Northrop Grumman (NOC). But which of these two companies is the best option for those looking for undervalued stocks?
Northrop Grumman (NOC) reported earnings 30 days ago. What's next for the stock?
Northrop Grumman's fundamentals remain solid, with strong segment performance and robust margins despite a drag on top line growth from the Space segment. Q2 EPS growth was impressive, beating expectations, though cash flow was weak; outlook for FCF growth helps alleviate near-term concerns. Valuation is elevated but still attractive relative to the sector, given Northrop Grumman's massive backlog and leading defense position.
XOM signs MoU with Libya's NOC, marking its return to the country to explore offshore hydrocarbon resources.
Northrop Grumman Corporation (NYSE:NOC ) Q2 2025 Earnings Conference Call July 22, 2025 9:30 AM ET Company Participants Kathy J. Warden - Chair, CEO & President Kenneth B.