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Kathy Warden

Chair, Chief Executive Officer & President, Northrop Grumman

Search every verified Kathy Warden interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Kathy Warden, chair, CEO, and president of Northrop Grumman, discussed the company's performance and outlook during the third-quarter 2026 earnings call on October 20, 2026. She described the current period as an "exciting time" for the company, citing a sustained and robust global demand cycle. Warden noted that the company had strong program execution in 2026 and expected continued profitability from programs such as the B-21 bomber and Sentinel, while acknowledging potential margin pressure from a shift in contract mix. She also mentioned that the company had not yet included specific investment dollars for quantum technology in its planning. In August 2026, Warden spoke at a Bloomberg Newsmakers event in Washington, stating that Northrop Grumman was on a "wartime footing" due to its active support of U.S. government operations globally. She said the company had added 2 million square feet of manufacturing space over the prior two years to accelerate production and was expanding capacity further in response to government demand for increased output of munitions and other systems. Warden also said the company expected to secure a "decent share" of the Golden Dome missile defense project and committed to providing the U.S. with more than 100 B-21 bombers. She argued that the defense industry needed government support in the rare earth minerals arena and said that a proposed $1.5 trillion defense budget would be necessary to fund simultaneous program expansions.

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Notable quotes

“We believe that industry can provide the capacity and the people to do those things simultaneously. There has to be budget to support it. Which is why this administration has asked for a $1.5 trillion defense budget. And to the extent that that is funded, then yes, all of these programs fit within that budget request.”

“We are seeing the most robust demand environment not just in the United States but globally that we've seen in a very long time and it is driven by this broader threat landscape. Europe has gone through quite a transformation in terms of focus on national security as a government spending priority and we have seen that now endure since the Russian invasion of Ukraine and expect that will continue to be the case.”

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