Northrop Grumman stock gains from contract and guidance

Published on 09/02/2026 at 08:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Northrop Grumman stock is trading near USD 539 after a USD 86.1 million Air Force order and fresh FY 2026 guidance of USD 28.60 to USD 29.10 EPS.

Militärjet und Radarturm auf Wüstenflugplatz bei Sonnenuntergang — Northrop Grumman US6668071029 zeigt generischen Militärjet neben Radaranlage bei Sonnenuntergang auf Wüstenflugplatz, Illustration mit AI erstellt.

Northrop Grumman stock (ISIN US6668071029) traded at USD 539.47 on September 1, 2026, with the latest market snapshot putting the company at a USD 76.67 billion market capitalization. The share price sat below the 52-week high of USD 774.00 and above the 52-week low of USD 479.02.

Contract news keeps the order book in view

According to MarketScreener, Northrop Grumman received an USD 86.1 million U.S. Air Force order under the Remote Visual Assessment program. That order gives the stock a concrete catalyst on top of the companys latest reported numbers.

Second quarter beat still matters

Northrop Grumman reported second quarter revenue of USD 10.88 billion and earnings per share of USD 7.68, while consensus had called for USD 6.82 EPS and USD 10.80 billion in revenue. Revenue rose 5.1 percent year over year, and the company set FY 2026 EPS guidance at USD 28.60 to USD 29.10.

For investors, the comparison is clear: the quarter delivered USD 0.86 more EPS than expected, and the full-year guide now points to a band of USD 0.50 per share around the midpoint.

Go deeper

Northrop Grumman after the Air Force order

The defense group combines an USD 86.1 million contract, a USD 10.88 billion quarter and FY 2026 EPS guidance of USD 28.60 to USD 29.10.

Northrop Grumman stock page Investor Relations

Defense spending stays relevant

Northrop Grumman has remained tied to program awards, backlog visibility and margin discipline across its aerospace and defense franchise. The latest figures show a 5.1 percent revenue increase in the second quarter, which is the kind of comparison that matters more than broad sector rhetoric.

B-21 and Sentinel remain central

The companys defense mix still centers on large programs such as B-21 and Sentinel, which support the case for watching guidance execution into year-end. The stock closed the latest snapshot at USD 539.47, while market value stood at USD 76.67 billion on September 1, 2026.