NORTHROP GRUMMAN CORP /DE/ (NOC) Earnings History

NORTHROP GRUMMAN CORP /DE/ - Q3 FY2025 Earnings

Filed at: Oct 20, 2025, 8:00 PM EDT|Read from source

EXECUTIVE SUMMARY

Northrop Grumman reported strong third quarter 2025 results with increased sales, operating income, and EPS, leading to a raise in full-year EPS guidance. The company highlighted continued strong demand and its ability to innovate and deliver quality products.

POSITIVE HIGHLIGHTS

  • •

    Sales increased 4% to $10.4 billion, driven by strong demand.

    positive
  • •

    Diluted EPS increased 10% to $7.67.

    positive
  • •

    Operating margin rate improved to 11.9% from 11.2%.

    positive
  • •

    Segment operating margin rate increased to 12.3% from 11.5%.

    positive
  • •

    Net awards increased to $12.2 billion, with a book-to-bill ratio of 1.17.

    positive
  • •

    Free cash flow increased 72% to $1.26 billion.

    positive

CONCERNS & RISKS

  • •

    Space Systems sales decreased 6% due to wind-down of certain programs.

    attention
  • •

    Space Systems operating income decreased 14% due to lower margin rates.

    attention
  • •

    Aeronautics Systems operating income decreased 1% due to a lower operating margin rate.

    attention
  • •

    Effective tax rate increased to 16.9% from 13.6% due to tax law changes and reduced credits.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$10.42B
+4.3%
Prior year: $10.00B
Annual (YTD)
$30.24B
N/A
Prior year: $30.35B
Net Income
Quarterly
$1.10B
+7.2%
Prior year: $1.03B
Annual (YTD)
$2.75B
N/A
Prior year: $2.91B
EPS (Diluted)
Quarterly
$7.67
+9.6%
Prior year: $7.00
Annual (YTD)
$19.12
N/A
Prior year: $19.69
Operating Income
Quarterly
$1.24B
+10.9%
Prior year: $1.12B
Annual (YTD)
$3.24B
N/A
Prior year: $3.28B
EPS (Basic)
Quarterly
$7.69
+9.5%
Prior year: $7.02
Annual (YTD)
$19.16
N/A
Prior year: $19.73

MARGIN ANALYSIS

Operating Margin
Current Quarter
11.9%
Prior Year
11.2%
YoY Change
+70 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT GUIDANCE

FY 2025

sales
$41700000.0B—$41900000.0B
Mid-point: $41800000.0B
segment operating income
4,275,000,000—4,375,000,000
Mid-point: 4,325,000,000
MTM-adjusted EPS
$25.65—$26.05
Mid-point: $25.85
free cash flow
3,050,000,000—3,350,000,000
Mid-point: 3,200,000,000

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

The momentum we are building in our business drove strong third quarter performance to achieve our financial objectives for mid-single-digit growth, expanding segment margins, and growing cash flows year over year.

— NORTHROP GRUMMAN CORP /DE/, Q3 FY2025 2025 Earnings Call

As a result of this performance and our positive outlook for the remainder of the year, we are once again increasing our 2025 EPS guidance.

— NORTHROP GRUMMAN CORP /DE/, Q3 FY2025 2025 Earnings Call

I am excited about our continued progress in responding with urgency to our customers’ needs.

— NORTHROP GRUMMAN CORP /DE/, Q3 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.