Northrop Grumman Corp (NYSE:NOC) reported its fourth-quarter revenues and earnings ahead of consensus estimates, while guiding to 2026 figures below expectations.

The Analyst: Analyst Noah Poponak reiterated a Buy rating and a $576 price target.

The Thesis: The company reported its adjusted earnings at $7.23 per share, topping consensus of $6.98 per share, Poponak said in the note.

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Northrop Grumman posted revenue of $11.71 billion, 1% above consensus, “with Aeronautics 4% above and Defense 5% below,” he added.

Management guided to 2026 revenue of $43.50-$44.00 billion and earnings of $27.40-$27.90 per share, with the midpoints below consensus estimates of $44.27 billion and $28.91 per share, respectively, the analyst stated.

The company reiterated its 2026 free cash flow outlook of $3.1-$3.5 billion, which is in line with consensus at $3.39 billion, he said.

NOC Price Action: Shares of Northrop Grumman were trading at $678.74 at the time of publication on Wednesday.

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