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Northrop Grumman
Northrop Grumman (NOC) investor relations material
Northrop Grumman Citi's Global Industrial Tech & Mobility Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi's Global Industrial Tech & Mobility Conference 2026 summary18 Feb, 2026
Market environment and strategic positioning
Experiencing unprecedented and sustained global defense demand, driving focus on performance and investment.
Multi-year investments have built capabilities and capacity to meet U.S. and allied needs.
Top-line growth expected to continue, with 2026 guidance for mid-single-digit growth and expanding margins.
Free cash flow guidance reaffirmed at $3.1–$3.5 billion for the year.
Portfolio is purpose-built for current global security needs, spanning deterrence, munitions, unmanned systems, and missile defense.
Key business segments and growth drivers
Aeronautics: B-21 program exceeding expectations, with plans to accelerate production and invest $2–$3 billion to support higher build rates.
F-35 production at capacity, with steady growth in sustainment and modernization; 1,500th center fuselage delivered.
Unmanned systems portfolio expanding, with collaborative combat aircraft and international opportunities.
Defense Systems: Sentinel program restructure expected to complete this year, with accelerated initial operating capability in early 2030s.
Missile defense now nearly 10% of revenue, with scalable solutions for U.S. and allies, and rapid deployment capabilities.
Mission Systems segment delivers high margins, driven by technology content, R&D investment, and a shift toward fixed-price contracts.
Space segment returning to growth, with backlog and new opportunities in Golden Dome, launch, and restricted space.
Financial strategy and capital allocation
Increased CapEx outlook to support accelerated production, munitions ramp, and international demand.
Capital deployment prioritizes business investment, competitive dividends, and shareholder returns, with buybacks paused.
Dividend remains a priority, with board approval for the latest quarterly dividend and future increases under review.
Preference for organic growth and internal investment over M&A, given strong alignment of current portfolio with demand.
No significant divestitures planned; focus remains on technology-rich, high-value segments.
B-21 acceleration: How does $2-3B investment improve returns?
Mission Systems margins: What drives future upside?
Co-investment: Why not L3Harris model for solid rocket motors?
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Next Northrop Grumman earnings date
Q1 202623 Apr, 2026
Northrop Grumman
Next Northrop Grumman earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
Northrop Grumman Corporation provides innovative systems, products and solutions in unmanned systems; aerospace systems; C4ISR and logistics and modernization; cyber security; strike, surveillance and mobility; command, control, communications, computers and intelligence solutions, and naval systems to government and commercial customers. It's aerospace products include long-range strike bombers, combat avionics, surveillance aircrafts and related software, training services and other mission support services. The company was founded in 1939 and is based in Falls Church, Virginia.
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