NOC Northrop Grumman Corporation

NOC Northrop Grumman Corporation

Industrials · Aerospace & Defense

Desk view

Watchingmedium conviction · entry $550-$580 — not entered
Basis Logged decision ·Entry target
Updated

Market read

Scan convergence 3 scans as of 2026-10-16 3 neutral converging

POC $552.38 · VWAP $587.90 · -11.6% vs 12m avg buyer

downtrend vol: normalchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

8 related campaigns

Watchlists @defense-contractors@drone-defense@geopolitical

NOC Price Structure

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Peers

Every watchlist NOC belongs to, members best 30-day change first — NOC highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@defense-contractors
View watchlist →
LMT+2.8% +3.6%1d +8.3%7d GEE+0.3% +0.6%1d +1.8%7d LHX-0.9% +3.3%1d +4.9%7d RTXE-1.5% +3.7%1d +4.3%7d NOCE-2.1% +4.0%1d +8.1%7d PPA-2.3% +0.7%1d +0.9%7d ITA-2.9% +1.0%1d +1.2%7d GD-4.4% +2.1%1d +3.9%7d BA-5.8% +0.8%1d -0.1%7d BWXT-5.9% -0.1%1d -4.7%7d LEU-17.3% -9.5%1d -19.3%7d TTMI-17.6% -7.4%1d -22.4%7d
@drone-defense
View watchlist →
TDY+2.9% -0.2%1d +0.8%7d LMT+2.8% +3.6%1d +8.3%7d ESLT+2.3% +1.9%1d +15.2%7d MSI+0.6% +1.5%1d +4.3%7d RTXE-1.5% +3.7%1d +4.3%7d SHLD-1.9% +1.4%1d +2.7%7d NOCE-2.1% +4.0%1d +8.1%7d ITA-2.9% +1.0%1d +1.2%7d AVEX-5.0% +1.1%1d +5.0%7d KRKNF-11.9% +2.5%1d -8.3%7d LASR-12.7% -5.1%1d -12.5%7d KTOS-15.1% -0.8%1d -4.6%7d AMPX-15.3% -8.2%1d -18.3%7d PL-15.4% -6.7%1d -21.1%7d ONDS-16.1% -4.9%1d -10.3%7d AXON-16.7% -6.5%1d -7.7%7d DRNZ-16.8% -1.5%1d -7.1%7d JEDI-18.9% -4.3%1d -13.0%7d AVAV-22.1% -1.2%1d -11.2%7d UMAC-25.9% -8.5%1d -21.7%7d DPRO-31.9% -5.4%1d -15.9%7d RCAT-33.5% -3.7%1d -18.2%7d HLSQ-69.0% -10.3%1d -21.6%7d
@geopolitical
View watchlist →
PSX+10.8% +1.4%1d +5.4%7d COP+10.5% +3.4%1d +9.3%7d VLO+10.3% +0.1%1d +2.5%7d XOM+9.6% +2.5%1d +5.9%7d EOG+9.0% +3.5%1d +6.7%7d XLE+6.6% +2.5%1d +4.9%7d CVX+6.4% +2.6%1d +6.1%7d OXY+5.1% +2.8%1d +3.8%7d DVN+4.7% +3.0%1d +5.1%7d XOP+4.5% +2.8%1d +4.6%7d USO+3.6% +2.8%1d +9.2%7d UNG+2.9% -3.9%1d -3.2%7d LMT+2.8% +3.6%1d +8.3%7d UUP+1.8% -0.3%1d -0.3%7d LHX-0.9% +3.3%1d +4.9%7d TLT-1.0% +0.1%1d +2.6%7d RTXE-1.5% +3.7%1d +4.3%7d NOCE-2.1% +4.0%1d +8.1%7d PPA-2.3% +0.7%1d +0.9%7d GLD-2.5% -0.2%1d -0.7%7d ITA-2.9% +1.0%1d +1.2%7d HALE-2.9% +1.9%1d +2.9%7d GD-4.4% +2.1%1d +3.9%7d OIH-4.4% +1.5%1d -1.7%7d SLB-5.3% +2.3%1d +1.1%7d GDX-5.5% +0.8%1d -1.8%7d BA-5.8% +0.8%1d -0.1%7d SLV-9.7% -0.8%1d -6.0%7d

Next earnings NOC reports in 3 days Oct 20

Last report Jul 21

Reported the quarter ending 2026-06-30: revenue $10.88B, diluted EPS $7.68, net income $1.09B (SEC filing). Across the print the stock moved +0.3% (close before → first close after).

full note →

Against street estimates

How NOC's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 21 · projection Oct 16

Result
Jul 21 6.827.68+12.7%Beat
Apr 21 6.066.14+1.3%In line
Jan 27 6.967.23+3.8%Beat
Oct 21 '25 6.467.67+18.8%Beat
Jul 22 '25 6.808.15+19.9%Beat
Apr 22 '25 6.263.32-47.0%Miss
Jan 30 '25 6.356.39+0.7%In line
Oct 24 '24 6.077.00+15.4%Beat

Recent news

Headlines about NOC from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 17

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

NOC research tape

107 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Geopolitical Risk — October 16, 2026 scan Drone & Defense Scan — October 16, 2026 scan Defense Contractors — October 16, 2026 scan Geopolitical Risk — October 9, 2026 scan Drone & Defense Scan — October 9, 2026
Types
Oct 16 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Oct 16 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Oct 16 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Oct 9 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Oct 9 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Oct 9 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Oct 2 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Oct 2 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Oct 2 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Sep 30 Article Drone Stocks Fell Through a Summer of Bullish Policy, and No Drone ETF Is Above Its 200-Day Yet
DRNZJEDISHLDITAAVAVKTOSRCATONDS#drone-defense +4 more
Sep 25 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 25 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Sep 25 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Sep 23 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Sep 23 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Sep 23 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 18 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Sep 18 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Sep 18 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 11 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Sep 11 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Sep 11 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Sep 4 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Sep 4 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Sep 4 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 28 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Aug 28 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Aug 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 22 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Aug 22 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Aug 22 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 15 Article The End of Armor, Again
AVAVRCATUMACONDSAXONKTOSLASRGD#drone-defense +4 more
Aug 15 Article The Defense Trade Is at Its Highs. The Drone Trade Is Half Off.
AVAVAVEXKTOSRCATESLTTDYPLUMAC#drone-defense +4 more
Aug 14 Scan Geopolitical Risk — August 14, 2026 (Friday EOD)
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Aug 14 Scan Defense Contractors — August 14, 2026 (Friday EOD)
LMTRTXENOCEGDLHXBAITAPPA +4 more
Aug 14 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 13 Scan Washout Turn Scan
AAUCACHRACNADBEAEMAGAGIAI +4 more
Aug 8 Scan Geopolitical Risk — August 7, 2026 (Friday EOD)
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Aug 8 Scan Defense Contractors — August 7, 2026 (Friday EOD)
LMTRTXENOCEGDLHXBAITAPPA +4 more
Aug 8 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 31 Scan Geopolitical Risk — July 31, 2026 (Friday EOD)
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Jul 31 Scan Defense Contractors — July 31, 2026 (Friday EOD)
LMTRTXENOCEGDLHXBAITAPPA +4 more
Jul 31 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 28 Scan Geopolitical Risk — July 28, 2026 (Tuesday EOD)
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Jul 28 Scan Defense Contractors — July 28, 2026 (Tuesday EOD)
LMTRTXENOCEGDLHXBAITAPPA +4 more
Jul 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 26 Article Oil and defense confirmed in the same week — and the havens still didn't come
USOXOMCVXCOPEOGOXYDVNSLB#us-energy-dominance#gulf-infrastructure-strike +4 more
Jul 25 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Jul 25 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Jul 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 21 Catalyst NOC earnings
NOCE
Jul 17 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Jul 17 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Jul 17 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 11 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Jul 11 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Jul 11 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 7 Scan Geopolitical Risk
XOMCVXOXYCOPDVNEOGSLBHALE +4 more
Jul 7 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +4 more
Jul 7 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 26 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 26 Scan Defense Contractors
LMTRTXENOCEGDLHXBAITAPPA +3 more
Jun 25 Scan Geopolitical Risk Scan
LMTRTXENOCEGDLHXBAXOMCVX +4 more
Jun 25 Scan Defense Contractors Scan
LMTRTXENOCEGDLHXBAITAPPA +3 more
Jun 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 20 Scan Geopolitical Risk Scan
LMTRTXENOCEGDLHXBAXOMCVX +4 more
Jun 20 Scan Drone / Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 20 Scan Defense Contractors Scan
LMTRTXENOCEGDLHXBAITAPPA +3 more
Jun 16 Scan Defense Contractors Scan
LMTRTXENOCEGDLHXBAITAPPA +3 more
Jun 16 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
May 29 Scan Geopolitical Risk Scan
BACOPCVXDFENDVNEOGFXYGD +4 more
May 29 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
May 29 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCEPPA +1 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXEECHOSTMLINAPDNOCERKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
Apr 28 Scan Geopolitical Risk Scan
BACOPCVXDFENDVNEOGGDGDX +4 more
Apr 28 Scan Drone Defense Scan
AVAVAVEXDFENEOPSFESLTITAKRKNFKTOS +4 more
Apr 28 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCEPPA +1 more
Apr 27 Reference YOLO Playbook
ABBVAMDARKKARMASASANAVGOBE +4 more
Apr 26 Target NOC entry-zone - $550-$580
NOCE
Apr 26 Scan Geopolitical Risk Scan
COPCVXDFENDVNEOGGDGDXGLD +4 more
Apr 26 Scan Drone & Defense Scan
AVAVAVEXDFENEOPSFESLTITAKRKNFKTOS +4 more
Apr 26 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCEPPA +1 more
Apr 13 Scan Geopolitical Risk Scan
BACOPCVXDFENDVNEOGGDGDX +4 more
Apr 13 Scan Drone Defense
AVAVDFENEOPSFESLTITAKTOSLASRLMT +2 more
Apr 13 Scan 4 — DEFENSE CONTRACTORS
BADFENGDITALHXLMTNOCEPPA +1 more
Apr 10 Scan Geopolitical Risk Scan
BACOPCVXDFENDVNEOGGDGDX +4 more
Apr 10 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCEPPA +1 more
Apr 3 Scan Geopolitical Risk Scan
BACOPCVXDFENDVNEOGGDGDX +4 more
Apr 3 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCEPPA +1 more
Mar 31 Scan Geopolitical Risk Scan
COPCVXDVNEOGEWZFXIFXYGLD +4 more
Mar 31 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCEPPA +1 more
Mar 26 Scan Geopolitical Risk Monitor
COPCVXDFENDVNEOGGDGDXGLD +4 more
Mar 26 Scan Defense Contractors
BADFENGDITALHXLMTNOCEPPA +1 more
Mar 24 Scan Geopolitical Risk Scan
BACOPCVXDFENDVNEOGGDXGLD +4 more
Mar 24 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCEPPA +1 more
Mar 20 Scan Defense Contractors
BADFENGDITALHXLMTNOCEPPA +1 more
Mar 13 Archive The War Perspective
AMDASMLBACOPCVXDVNEOGGD#war-ends-playbook +4 more
Mar 13 Scan Geopolitical Risk
BACOPCVXDFENDVNEOGGDGDX +4 more
Mar 13 Scan Defense Contractors
BADFENGDITALHXLMTNOCEPPA +1 more
Mar 12 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCEPPA +1 more
Mar 11 Scan Geopolitical Risk Scan — Iran Crisis
BACOPCVXDFENDVNEOGEWGEWJ +4 more
Mar 11 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCEPPA +1 more
Mar 10 Scan Geopolitical Risk Scan — Iran Crisis
COPCVXDVNEOGGDGDXGLDHALE +4 more
Mar 10 Scan Defense Contractors Scan
BADFENGDITALHXLMTNOCEPPA +1 more
Feb 26 Scan Defense Contractors Scan
BAGDLHXLMTNOCERTXE
Feb 11 Update Space
BALMTNOCERKLB
Feb 5 Scan Defensive Sector Scan (v2 Full Coverage)
AMGNBABIIBCLCLXCOSTECLGD +4 more