Raised 2026 EPS guidance by $1.20 and lifted sales range, reflecting stronger second-half sales cadence and record backlog.
Expected PAC-3 solid rocket motor production award later in 2026 after qualification, adding a new multi-year munitions revenue stream.
B-21 production-rate acceleration is moving into a funded capacity buildout, with CapEx expected around 4.5% of sales in 2027 and 2028.
Potential F/A-XX award in third-quarter 2026 would add upside to sales and earnings if Northrop is selected.
Golden Dome-related selection decisions and contract actions are expected through the remainder of 2026 and into early 2027.
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