Signal Breakdown
8 verified publisher articles from recent coverage.
Limited TV coverage this week.
3 verified related videos from the past week.
GDELT tone + context across verified sources.
What’s Driving Sentiment
Bullish Signals
- Northrop reported higher Q3 profit and raised its FY2026 earnings outlook.
- Q3 revenue was $11,122M with net income $1,124M, and management reaffirmed 2026 sales guidance of $43.75–44.25B.
- Management flagged potential higher Q4 sales due to production throughput, material volumes and seasonality.
Risk Factors
- Shares slid in some sessions despite the earnings beat amid a broader market pullback.
- Commentary highlighted investor concerns about costs and supply across defense peers.
- The stock remains down 5.8% year-to-date despite recent weekly and monthly gains.
Evidence
- 2026-10-25Source: TIINGO
Summary: AL3 announced a $2.2M sale to Northrop Grumman (approx. $111B market cap). The contract is positive but immaterial to Northrop Grumman's overall business given its large scale.
Neutral - 2026-10-25Source: TIINGO
Summary: Northrop Grumman reported Q3 2026 revenue of $11,122M and net income $1,124M, reaffirmed 2026 sales guidance of $43.75–44.25B, and indicated potential higher Q4 sales due to production throughput, material volumes and seasonality.
Bullish - 2026-10-25Source: TIINGO
Summary: Northrop Grumman (NOC) is evaluated alongside EHang across analyst recommendations, risk, profitability, valuation, dividends, institutional ownership (83.4% for NOC), insider ownership and earnings; the piece is a comparative financial review, not breaking corporate news.
Neutral - 2026-10-24Source: TIINGO
Summary: Northrop Grumman reported quarterly results and reaffirmed full-year guidance; its stock rose 6.1% over the past week and 7.2% over the past month but remains down 5.8% year-to-date, with a 5-year TSR of 67.4%.
Neutral - 2026-10-20Source: GDELT
Summary: Northrop Grumman reported higher Q3 profit, raised its FY2026 earnings outlook while reaffirming its sales forecast, and its stock rose on the news.
Bullish - 2026-10-20Source: GDELT
Summary: Northrop Grumman reported higher Q3 profit, raised its FY2026 earnings guidance, reaffirmed its sales forecast, and its stock rose on the news.
Bullish - 2026-10-20Source: GDELT
Summary: Q3 2026 sales reported in line with analysts' estimates; implies no surprise to earnings expectations and likely neutral near-term impact on NOC stock.
Neutral - 2026-10-20Source: GDELT
Summary: Northrop Grumman released its third-quarter 2026 financial results, according to The Manila Times; the provided text contains no numerical or qualitative details about the results.
Neutral
Showing 8 of 8 verified news articles
- No current evidence is available for this source.
No current verified Archive TV segments
Summary: Northrop Grumman raised guidance and reported stronger-than-expected sales, earnings and a record ~$110B backlog, yet defense stocks fell amid investor concerns about costs and supply.
NeutralSummary: Mentions Northrop Grumman as one of the defense firms raising forecasts on rearmament, while noting industry-wide cost pressures affecting aerospace and defense.
BullishSummary: Northrop Grumman is highlighted for beating earnings yet seeing its stock slide amid a broader AI-driven market pullback.
Bearish
Showing 3 of 3 verified videos
Formula & Methodology
- News
- GDELT discovers coverage; only publisher passages that directly name the company qualify as news evidence.
- TV
- Internet Archive TV captions are retained only with a match-centered quote that directly names the company.
- Video
- Recent Bullish Gator videos tagged to the company; the item summary and publisher label feed the judge.
- Holistic AI judge
- A single Azure OpenAI call reads the news, television, and video evidence together and returns the rating, a 0–100 composite, and a short rationale. Thresholds are enum-only: 65+ Bullish, 35 or lower Bearish, Neutral in between.
Data Source
News evidence comes from the GDELT Global Knowledge Graph (via BigQuery); TV evidence from the Internet Archive TV News Archive; video evidence from recent Bullish Gator video coverage. Azure OpenAI filters per-article relevance and serves as the holistic AI judge that produces the composite rating. Portions use data from The GDELT Project under open data terms. This page is informational analysis, not investment advice. See Financial Disclaimer.