종목/NOC
Northrop Grumman Corporation
2026 Guidance ($ in millions, except per share amounts) As of 4/21/2026
Sales $43,500 — $44,000
Segment operating income $4,850 — $5,000
MTM-adjusted EPS $27.40 — $27.90
Free cash flow $3,100 — $3,500
2026 Segment Guidance As of 4/21/2026
Sales ($B) / OM Rate %
Aeronautics Systems: Mid $13 / Low to Mid 9%
Defense Systems: Mid to High $8 / ~10%
Mission Systems: High $12 / High 14%
Space Systems: ~$11 / ~11%
Intersegment Eliminations: ~($2.4) / High 13%
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Northrop Grumman Corporation operates as an aerospace and defense technology company in the United States, Asia/Pacific, Europe, and internationally. It operates through four segments: Aeronautics Systems, Defense Systems, Mission Systems and Space Systems. The Aeronautics Systems segment designs, develops, produces, integrates, sustains, and modernizes aircraft systems. This segment also offers unmanned autonomous aircraft systems, including high-altitude long-endurance strategic, surveillance and reconnaissance systems; and strategic long-range strike aircraft, tactical fighter and air dominance aircraft, and airborne battle management and command and control systems. Its Defense Systems segment designs, develops, integrates, and produces strategic deterrent systems, tactical weapons, and missile defense solutions; and provides sustainment, modernization, and training services for manned and unmanned aircraft and electronics systems. This segment also offers strategic missiles; integrated all-domain command and control systems; precision strike weapons; tactical solid rocket motors, and high-speed air-breathing and hypersonic systems; high-performance gun systems, ammunition, precision munitions, and advanced fuzes; and sustainment, operation, and modernization. The Mission Systems segment provides command, control, communication and computer, intelligence, surveillance, and reconnaissance systems; radar, electro-optical/infrared, and acoustic sensors; electronic warfare systems; advanced communications and network systems; microelectronics; navigation and positioning sensors; maritime power, propulsion, and payload launch systems; cyber solutions; and intelligence processing systems. Its Space Systems segment offers satellites, spacecraft systems, subsystems, sensors, and payloads; ground systems; missile defense systems and interceptors; and launch vehicles and related propulsion systems. The company was founded in 1939 and is based in Falls Church, Virginia.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 21일 (화) | 2026 Q1 | $6.12 | $6.14 | +0.4% | $9.88B | ▼ −7.0% |
| 12월 1일 (월) | 2025 Q4 | $6.96 | $7.23 | +3.8% | $10.42B | — |
| RTX |
| RTX |
| 240B |
| +16.1% |
| 100% (4/4) |
| ABBNY | ABB Ltd | 193B | −6.6% | 50% (2/4) |
매출·EPS의 전년대비 개선과 연간 가이던스 재확인은 시장에 긍정적으로 작용할 가능성이 크다(특히 B-21 관련 손실 충당금 부재로 인한 이익 개선이 뚜렷). 다만 1분기 영업현금흐름과 FCF의 큰 음수(분기 FCF $(1,823) million)와 Space Systems의 발사 이상 관련 손실은 단기 리스크로 주목될 수 있으며, 방위예산·조달 환경에 대한 의존도도 투자자들의 리스크 요인으로 남음.
| 9월 1일 (월) | 2025 Q3 | $6.46 | $7.67 | +18.8% | $10.35B | — |
| 6월 1일 (일) | 2025 Q2 | $6.80 | $8.15 | +19.9% | $9.47B | — |