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Grumman Growth Limited by Defense Spending, Margin Risks, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2672371072","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672371072?lang=en_us&edition=fundamental","pubTime":"2026-10-02 22:59","pubTimestamp":1790953190,"startTime":"0","endTime":"0","summary":"Northrop Grumman  could see about 6% revenue growth from 2026 through 2028, but slower US defense budget growth, limited international exposure, margin pressure and fewer options to boost shareholder returns could restrict further upside, RBC said in a note Friday.Future revenue gains will depend mainly on the B-21 bomber, space programs and solid rocket motors, although these areas could require more investment and limit margin improvement in 2027 and 2028 as higher investment needs and lower production from older programs could offset benefits from international sales and better execution.The investment firm said it expects the B-21 program to grow to at least 150 aircraft as its role expands, but said the program is likely to remain a drag on margins in the near term.Real US defense spending is expected to grow at a low-single-digit rate from fiscal 2028 through fiscal 2031, while major Northrop programs such as B-21, Sentinel, missile defense, radar and electronic warfare should re","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU1430594728.SGD","LU1585245621.USD","SHLD","BK4564","BK4603","BK4516","IE00BN8TJ469.HKD","BK4585","BZZ","BK4532","LU2264538146.SGD","LU1988902786.USD","IE00BBT3K403.USD","BK4187","LU1064131342.USD","FSPC","NOC","WDGF","BK4588","IE00BLSP4452.SGD","IE00BLSP4239.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672710737","title":"Update: Market Chatter: SpaceX's AI Unit in Talks to Lease Compute Capacity to Microsoft","url":"https://stock-news.laohu8.com/highlight/detail?id=2672710737","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672710737?lang=en_us&edition=fundamental","pubTime":"2026-10-02 22:58","pubTimestamp":1790953136,"startTime":"0","endTime":"0","summary":"SpaceX's  artificial intelligence unit SpaceXAI held discussions to lease server capacity to Microsoft , The Information reported Thursday, citing people familiar with the matter.The company is generating billions of dollars in monthly commitments from firms including Amazon-backed  Anthropic and Alphabet's  Google, the report said, adding the status of the Microsoft talks isn't clear.The company plans to deploy around 420,000 Nvidia  processors in November to meet growing demand, including a $1.1 billion monthly contract starting in December, The Information said.Microsoft told MT Newswires it doesn't have anything to share at this time, while SpaceX, Anthropic, and Google did not respond to MT Newswires' request for comment.Price: 157.54, Change: +9.47, Percent Change: 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