Every 8-K that Northrop Grumman Corp. (NOC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow NOC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NOC filings page.
Northrop Grumman Corporation (NOC) approved a one-time, performance-based equity grant for Kathy J. Warden, Chair, Chief Executive Officer and President. The grant consists of 35,910 Market Stock Units (MSUs), with an earn-out range from 0% to 150% of target based on the company’s absolute stock price performance over a performance period ending December 31, 2031. A 0% payout applies if the stock price depreciates by more than 25%, and a 150% payout applies if it appreciates by 50% or more. To earn the target award, the stock price must appreciate by at least 10%. The award is generally conditioned on Ms. Warden’s continued service through the performance period and is governed by the applicable Market Stock Units Grant Agreement.
Northrop Grumman reported solid top-line growth in second quarter 2026 while earnings softened year-over-year. Sales rose 5 percent to $10.9 billion, driven by increases across all four segments, led by 13 percent growth at Aeronautics Systems. Net earnings were $1.1 billion and diluted EPS were $7.68, down 7 percent and 6 percent, respectively, largely because the prior-year period included a $231 million gain from the divestiture of the training services business. Net awards reached $20.0 billion, lifting total backlog to a record $104.7 billion.
Operating income declined 23 percent to $1.1 billion and the operating margin fell to 10.1 percent, reflecting the absence of the prior divestiture gain and lower segment operating income, particularly at Defense Systems and Space Systems, where unfavorable EAC adjustments on missile and space programs weighed on margins. Cash generation improved meaningfully: net cash provided by operating activities increased 47 percent to $1,280 million and adjusted free cash flow rose 54 percent to $978 million. On the back of stronger demand and record backlog, the company raised its 2026 sales guidance to $43.75–$44.25 billion and MTM-adjusted EPS guidance to $28.60–$29.10, while reaffirming operating income and adjusted free cash flow targets.
Northrop Grumman Corporation reported the final voting results from its 2026 Annual Meeting of Shareholders. Shareholders elected eleven directors to the board, including Chair and CEO Kathy J. Warden and ten other nominees, each receiving a substantial majority of votes cast in favor.
On an advisory basis, shareholders approved the compensation of the company’s named executive officers, with 107,398,463 votes for, 5,220,362 against and 851,475 abstentions. Shareholders also ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending December 31, 2026, with 121,265,768 votes for, 5,116,361 against and 373,605 abstentions.
A shareholder proposal to require an independent board chair did not pass, receiving 23,610,695 votes for and 88,773,053 against, with 1,086,552 abstentions. The board stated it will carefully consider shareholder input and feedback received through engagement.
Northrop Grumman reported strong first quarter 2026 results, with sales up 4% to $9.9 billion and diluted EPS up 85% to $6.14. Net earnings rose 82% to $875 million, driven mainly by much higher operating income and pension benefits versus last year’s B‑21 loss provision.
Segment operating income nearly doubled, lifting the segment margin from 6.0% to 10.8%, led by Aeronautics Systems and Mission Systems. Space Systems saw lower sales and margins due to the NGI wind‑down and a $71 million GEM 63XL charge. Free cash flow was a use of $1.8 billion, similar to last year, reflecting typical first‑half working capital timing. The company ended the quarter with $95.6 billion of backlog and reaffirmed its 2026 guidance for sales, segment operating income, MTM‑adjusted EPS and free cash flow.
Northrop Grumman Corporation has expanded its board of directors and updated executive incentive plans. The board elected Admiral Christopher W. Grady, former vice chairman of the Joint Chiefs of Staff and a four-star U.S. Navy admiral with over 40 years of service, effective February 12, 2026, and increased the board size from 12 to 13 members. He will serve on the Audit and Risk Committee and the Policy Committee, receiving a $145,000 annual cash retainer, an additional $15,000 for Audit and Risk Committee service, and an annual equity grant of $182,500 in deferred stock units, all prorated for 2026. The board designated James S. Turley as Lead Independent Director effective May 20, 2026, succeeding Madeleine A. Kleiner, who is retiring at the 2026 annual meeting after reaching the board’s retirement age. The Compensation and Human Capital Committee and the board also approved 2026 goals under the company’s incentive plans and granted Restricted Performance Stock Rights for 2026–2028 and Restricted Stock Rights vesting in 2029, using metrics tied to cash flow, segment operating income, sales, strategic performance, cumulative free cash flow, return on invested capital and relative total shareholder return.
Northrop Grumman Corporation filed a current report to note that it has released its financial results for the fourth quarter and full year ended December 31, 2025. On January 27, 2026, the company issued an earnings release titled “Northrop Grumman Reports Fourth Quarter and Full-Year 2025 Financial Results,” which is included as Exhibit 99 to this report. The filing identifies this earnings release as furnished information on results of operations and financial condition, rather than detailed financial statements within the report itself.
Northrop Grumman (NOC) announced a CFO transition. The Board elected John Greene, age 60, as corporate vice president and chief financial officer, effective January 7, 2026. Greene previously served as EVP and CFO of Discover Financial Services from September 2019 to May 2025, and held senior finance roles at Bioverativ, Willis Group, HSBC, and General Electric.
Kenneth Crews will step down as CFO effective January 7, 2026 and remain with the company in an advisory capacity until February 20, 2026 to support a smooth transition. The Compensation and Human Capital Committee approved a base salary for Greene of $955,000 and a sign-on grant of Restricted Stock Rights valued at $2,000,000, with additional annual and long-term incentives commensurate with the role.
The company issued a press release on November 6, 2025 and reaffirmed its previously announced fiscal year 2025 guidance.
Northrop Grumman Corporation furnished a Form 8-K under Item 2.02 to announce it issued an earnings release for the quarter ended September 30, 2025. The earnings release is furnished as Exhibit 99.
Northrop Grumman Corporation entered into a credit agreement dated September 2, 2025 that provides a five-year senior unsecured revolving credit facility with an aggregate principal amount of $3.0 billion. This Revolving Credit Facility replaces the companys prior five-year revolving credit facility of $2.5 billion entered into on August 23, 2022.
The filing states the Revolving Credit Facility is intended to support the companys commercial paper program and other general corporate purposes. JPMorgan Chase Bank, N.A. serves as administrative agent and the agreement is among Northrop Grumman, the lenders party thereto, and the administrative agent.