Defense ETFs Stand to Gain as Trump Administration Signs JATM Deal

A new JATM framework agreement with Lockheed Martin could boost missile production and create broader opportunities across defense ETFs.

Zacks Investment Research • Sep 18, 2026

Northrop Grumman Sees Record Backlog, B-21 and Space Growth Fueling Demand

Northrop Grumman NYSE: NOC Chairman and CEO Kathy Warden said the defense contractor is operating in what she described as a robust demand environment, supported by U.S. national-security spending, international demand and growth across its four operating segments.

MarketBeat • Sep 17, 2026

Northrop Grumman Announces Date for Third Quarter 2026 Financial Results and Webcast

FALLS CHURCH, Va., Sept. 17, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) announced today that its third quarter 2026 financial results will be released on Tuesday, October 20, 2026, prior to the market opening.

GlobeNewsWire • Sep 17, 2026

Northrop Grumman Corporation (NOC) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Northrop Grumman Corporation (NOC) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Seeking Alpha • Sep 17, 2026

5 Elite Dividend Stocks Backed by America's Massive Defense Budget

Defense contractors sell to a customer whose budget is written into law years in advance, and that single fact changes everything about how their dividends behave. Five names are quietly turning trillion-dollar Pentagon commitments into income streams most investors overlook.

24/7 Wall Street • Sep 16, 2026

2 Dividend Growth Stocks I'd Buy Right Now

Northrop Grumman and Rollins are both rated Strong Buy for long-term, dividend-focused portfolios at current valuations. NOC offers diversified defense exposure, robust backlog growth, rising margins, and trades at an 18x earnings multiple, a discount to peers. ROL, despite near-term housing headwinds, maintains strong pricing power, and high margins and trades at a two-decade low multiple of 29x.

Seeking Alpha • Sep 16, 2026

U.S. Air Force and Northrop Grumman Assemble Inert Missile, Progress Toward Sentinel Flight Testing

FALLS CHURCH, Va., Sept. 14, 2026 (GLOBE NEWSWIRE) -- America's next-generation intercontinental ballistic missile moved another step closer to defending the nation when Northrop Grumman (NYSE: NOC) and the U.S. Air Force fully assembled the Sentinel missile in its operational orientation.

GlobeNewsWire • Sep 14, 2026

Can Northrop Grumman's European Expansion Drive Growth?

NOC's European expansion spans IBCS, weapons and surveillance as NATO allies boost defense investment and local industrial capacity.

Zacks Investment Research • Sep 11, 2026

Northrop Grumman: Defense Could Outperform In An AI Unwind, But I Still Prefer Cash

Northrop Grumman is a Buy at current levels, supported by structural defense tailwinds and major roles in U.S. nuclear modernization and space. NOC offers durable value amid great-power rivalry, but growth lags peers and execution risks persist, notably with segment margin declines and negative free cash flow. Valuation is reasonable with 38.5% implied upside to a $720 price target, though upside may materialize gradually and NOC is best as a modest portfolio allocation.

Seeking Alpha • Sep 11, 2026

Northrop Grumman to Participate in the 14th Annual Morgan Stanley Laguna Conference

FALLS CHURCH, Va., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) will participate in the 14th Annual Morgan Stanley Laguna Conference on Thursday, September 17.

GlobeNewsWire • Sep 10, 2026