Northrop Grumman's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-20. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $11,122 million (+6.7% vs a year earlier) |
| Diluted EPS (GAAP) | $7.89 |
| Full-year guidance | Raised |
Guidance
Northrop raised 2026 MTM-adjusted EPS to $29.35–$29.75 and segment operating income to $4.94–$5.04 billion; sales guide $43.75–$44.25 billion.
Why this label: Table: MTM-adj. EPS $29.35–$29.75 (prior $28.60–$29.10), segment OI $4,940–$5,040M (prior $4,850–$5,000M); sales/FCF show no prior.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| MTM-adjusted EPS | FY2026 | $29.35–$29.75 | $28.60–$29.10 |
| segment operating income | FY2026 | $4,940–$5,040 million | $4,850–$5,000 million |
| sales | FY2026 | $43,750–$44,250 million | not stated |
| adjusted free cash flow | FY2026 | $3,100–$3,500 million | not stated |
| Aeronautics Systems operating margin rate | FY2026 | High 9% | Mid to High 9% |
| Mission Systems operating margin rate | FY2026 | Mid 15% | ~15% |
From the release
Revenue: "Total sales · 11,122 · 10,423 · 7 · %"
Earnings per share: "Third quarter 2026 net earnings totaled $1.1 billion, or $7.89 per diluted share, as compared with $1.1 billion, or $7.67 per diluted share, in the third quarter of 2025."
MTM-adjusted EPS: "MTM-adjusted EPS 1 · $29.35 — $29.75 · Prior: $28.60 — $29.10"
segment operating income: "Segment operating income 1 · $4,940 — $5,040 · Prior: $4,850 — $5,000"
sales: "Sales · $43,750 — $44,250"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Northrop raised 2026 MTM-adjusted EPS guidance by $0.70 at midpoint to $29.35–$29.75.
Source
Northrop Grumman earnings release (SEC filing), accession 0001133421-26-000037, filed 2026-10-20.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.