Northrop Grumman Corp.’s stock fell by 6% Thursday after the defense contractor posted a fourth-quarter loss on costs associated with the production launch of its B-21 stealth bomber. The company also signaled that it could face cost overruns on the bomber, which is able to fly without human pilots onboard. Northrop NOC, -5.91% and other defense contractors are facing higher costs and a reduced chance of receiving inflation payments from the U.S. government. Northrop said it lost $535 million, or $3.54 a sh ...

营收和订单 - 公司2023年营收增长超过7%[8] - 公司2023年的订单额超过84亿美元[8] - 公司在2023年第四季度实现了超过840亿美元的订单 backlog，创下了公司的新纪录[31] - 公司全年销售额超过393亿美元，比最新的指导预期高出约3亿美元[32] 研发和资本支出 - 公司在2023年投入超过29亿美元用于研发和资本支出[11] 股息和股票回购 - 公司在2023年向股东派发了超过26亿美元的股息和股票回购[11] 业务部门销售增长 - 公司的四个业务部门在2023年均实现了销售增长，航空业务销售额增长2%，国防业务销售额增长5%，任务系统销售额增长5%，空间业务销售额增长约14%[33][34] 未来展望 - 公司预计2024年航空业务销售额将达到低110亿美元，国防业务销售额将达到约60亿美元[41] - 公司预计2024年每股收益在24.45美元至24.85美元之间[47] - 预计2024年自由现金流在22.5亿美元至26.5亿美元之间[48] - 预计未来几年自由现金流将以两位数增长[50] - 预计2024年的有效税率约为17%[45] - 预计2024年的资本支出将保持在较高水平，2025年及以后将逐渐减少[49] B-21项目 - 公司预计B-21项目的前五个生产批次将出现亏损[21] - 公司预计B-21项目每年将对现金流产生数亿美元的影响[91] - 公司在B-21项目上预计将会有损失，第一批次的损失为1.43亿美元[88] - 公司对于B-21项目的长期NPV持乐观态度，认为该项目将为客户提供巨大价值[74] - 公司对于B-21项目的成本预测进行了调整，主要是由于资金预算和内部生产成本的增加[135] - 公司已经充分披露并将B-21风险纳入损益表，对能够执行该项目充满信心[148]

财务表现 - MTM调整后的净收益为$1,158百万美元，较上年同期下降[25] - 调整后的每股收益为$7.50，较上年同期下降[25] - 调整后的自由现金流为$1,674百万美元，较上年同期下降3%[26]

Northrop Grumman Corporation (NOC) reported fourth-quarter 2023 adjusted earnings of $6.27 per share, which beat the Zacks Consensus Estimate of $5.75 by 9%. However, the bottom line decreased from $7.50 per share recorded in the year-ago quarter. The company incurred a GAAP loss of $3.54 per share, which deteriorated from earnings of $13.46 generated in the fourth quarter of 2022. Northrop Grumman reported 2023 adjusted earnings of $23.29 per share, which surpassed the Zacks Consensus Estimate of $22.76 by ...

Northrop Grumman (NOC) reported $10.64 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 6%. EPS of $6.27 for the same period compares to $7.50 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $10.44 billion, representing a surprise of +1.93%. The company delivered an EPS surprise of +9.04%, with the consensus EPS estimate being $5.75. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings - ...

Northrop Grumman财报 - Northrop Grumman第四季度每股收益为6.27美元，超过了分析师预期的5.75美元[1] - 公司在过去四个季度中四次超过了市场预期的每股收益[3] - Northrop Grumman第四季度营收为106.4亿美元，超过了市场预期的1.93%[4] 公司股价表现 - 公司股价自年初以来下跌了0.9%[6] Boeing财报预测 - Boeing预计在即将发布的财报中每股亏损0.72美元，同比增长58.9%[12] - Boeing预计营收为212.3亿美元，同比增长6.2%[13]

Investors are always looking for stocks that are poised to beat at earnings season and Northrop Grumman Corporation (NOC) , may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report. That is because Northrop Grumman is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible ...

公司员工情况 - 公司在2023年雇佣了大约14,500名新员工，截至2023年12月31日，公司拥有约101,000名员工[25] - 公司的员工体验调查显示，81%的员工参与了调查，结果超过了全球范围内的员工参与率[30] - 公司在美国的员工中，女性占25%，有色人种占38%，退伍军人占18%，残疾人占8%[32] 公司业务情况 - 2023年12月31日，北罗普格鲁曼公司的销售额为392.9亿美元，其中53%来自成本型合同，47%来自固定价格合同[49] - 国际销售包括直接与国际客户签订的合同以及作为分包商与国际客户签订的合同[50] - 公司在2022年宣布了下一代环境可持续发展目标，并在2023年宣布了水和废物目标[52] 公司财务情况 - 2023年销售额增加了7%，达到392.9亿美元[248] - IT和任务支持服务业务在2021年实现了16.2亿美元的销售和2亿美元的税前利润[240] - 2023年度公司的营业收入为2537百万美元，较2022年的3601百万美元下降30%[265]

Northrop Grumman Corporation (NOC) is scheduled to report fourth-quarter and full-year 2023 results on Jan 25 before market open. Northrop delivered a four-quarter earnings surprise of 6.79%, on average. The strong revenue performance across its segments is likely to have contributed to the company’s earnings in the to-be-reported quarter. However, interest expenses might have weighed on the bottom line. Aeronautics Systems to Boost the Top Line Higher sales volumes of manned aircraft, along with stable con ...

盈利预期分析 - 华尔街分析师预测，北罗普格鲁曼（NOC）本季度每股收益将为5.75美元，同比下降23.3%[1] - 分析师对本季度的每股收益预期在过去30天内保持不变，反映了覆盖该股票的分析师在此期间共同重新评估了他们最初的估计[2] - 在公司披露财报前，重要考虑盈利预期的变化，这些修订对预测投资者对股票的反应至关重要。多项实证研究一致表明，盈利预期修订的趋势与股票短期价格表现之间存在着强烈关系[3] 预测分析 - 预计营收为104.4亿美元，同比增长4%[1] - 尽管投资者通常将共识盈利和营收预期作为季度业绩的指标，但探索分析师对特定关键指标的预测可以提供有价值的见解[4]