What Northrop Grumman's Quarter ended Sep 30, 2026 10-Q says: 3 signals
Northrop Grumman filed its latest 10-Q with the SEC on Oct 20, 2026. It discusses backlog growth, capex increase and major contract win.
Public (NOC)Defense and Space Manufacturing10,000+ employeesnorthropgrumman.comLinkedIn
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What changed at Northrop Grumman this week? Use Autobound signals for northropgrumman.com.- Filed
- Oct 20, 2026
- Period
- Quarter ended Sep 30, 2026
- Filings
- 3
- Signals
- 14
Source: Autobound Signal API · 106 signals tracked for Northrop Grumman · updated
10-Q · latest 10
What Northrop Grumman's 10-Q filings say
- SEC EDGAR
10-Q · Quarter ended Sep 30, 2026
Filed · 3 signals
Northrop Grumman expects to invest $2.5 billion over multi-year period to expand B-21 production
The company reached an agreement with the U.S.
$2.5B
to expand production capacity for the B-21 program
During the second and third quarters of 2026, joint activities with the U.S.
$9.4B
increase in program backlog for Sentinel program execution plan
Sentinel program backlog increases by $9.4 billion following joint execution plan authorization
Joint activities with the U.S. Air Force on requirements, design maturation, and risk reduction resulted in further definition and authorization of program execution elements, increasing Sentinel program backlog by $9.4 billion.
$9.4B
increase in Sentinel program backlog
- SEC EDGAR
10-Q
Filed · 6 signals
Product costs increased 9% ($630M) in Q2, compressing operating margins.
Rising product costs outpaced sales growth, leading to a lower operating margin rate, particularly in the Defense Systems and Space Systems segments.
$630M
Increase in Q2 2026 product costs
9%
Increase in Q2 2026 product costs
Company reports negative adjusted free cash flow of $845M for H1 2026.
Despite a 29% YoY improvement, the company still experienced significant cash outflow, highlighting a stated focus on improving working capital and the 'efficient conversion of operating income into cash.' This suggests a need for better financial planning, forecasting, and cash management tools.
$-845M
Adjusted free cash flow for the six months ended June 30, 2026
NOC flags risks from supplier viability, material shortages, and extended lead times.
The company explicitly identifies risks related to subcontractor performance, availability of critical materials, and supply chain disruptions.
Company discloses policy for environmental proceedings with sanctions of $1M or more.
Northrop Grumman has set a $1 million threshold for disclosing environmental legal proceedings involving government entities.
$1M
Disclosure threshold for monetary sanctions from environmental proceedings
NOC's service sales decline following strategic divestiture of its training services business.
The recent divestiture of the training services business is now causing a decline in service sales revenue, indicating a strategic shift away from non-core activities.
$333M
Proceeds from prior year training services divestiture
- SEC EDGAR
10-Q
Filed · 5 signals
The company explicitly identifies risks related to subcontractor viability, availability of raw materials like critical minerals, and extended lead times due to inflation and labor shortages.
Identifies contract cost growth risks from inflation, labor shortages, and supply chain challenges.
The company explicitly states that its contract cost and revenue estimates are at risk due to inflationary pressures, labor shortages, and supply chain disruptions.
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Northrop Grumman earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Investing over $4.1B+ in CapEx and R&D to expand capacityCEO highlights significant, above-average investment in American factories, digital ecosystems, and R&D to meet growing global demand, creating major opportunities for industrial, technology, and engineering suppliers. | |
| Allocating over 4% of sales to CapEx, well above industry average.A sustained, high level of capital expenditure indicates significant budget for expanding production facilities, next-gen aircraft capabilities, munitions, and microelectronics infrastructure. | |
| International sales grew 32% in the quarter amid rising global demand.Rapid growth in international markets (20% YTD) indicates a need for solutions that support global operations, logistics, compliance, and sales enablement in new regions as allied nations increase defense spending. | |
| Expecting mid-single-digit organic sales growth in 2026 across all segments.The company is providing a confident forward look for broad-based growth next year, signaling continued investment and resource allocation to support this expansion across all four business segments. | |
| Revising full-year revenue guidance down due to program delaysDelays in the timing of certain awards and programs are negatively impacting the 2025 revenue forecast, creating internal pressure to accelerate execution and find efficiencies elsewhere. | |
| Increasing full-year EPS guidance by $0.65 due to strong operational performance.Despite revenue headwinds, the company is more profitable, driven by efficiencies and factory utilization. This focus on operational excellence suggests receptiveness to tools that further enhance productivity and margins. |
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Page updated , the date of the newest row on this page.
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .