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Northrop Grumman Corporation

NOCleader

Northrop Grumman is the premier stealth-technology company, developing the B-21 Raider next-generation bomber and the Sentinel ICBM. Its expertise in autonomous systems, space, and classified programs makes it central to U.S. strategic deterrence and ISR capabilities.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($41.2B)

Datos estáticos (cargando finanzas en tiempo real…)

Aeronautics Systems (28%)
Defense Systems (18%)
Mission Systems (26%)
Space Systems (28%)

Composición de segmentos y clientes principales

Detalles del producto

B-21 Raider22%

Next-generation stealth strategic bomber

Autonomous Systems (Global Hawk, Triton)18%

High-altitude ISR unmanned aircraft

Space & Launch (GBSD, satellites)25%

ICBM replacement (Sentinel), missile-warning satellites

Mission Systems20%

Radars, cyber, and C4ISR networks

Ammunition & Energetics15%

Solid rocket motors, munitions, and propellants

Relaciones en la Cadena de Suministro

Socios

Lockheed Martin Corporation

F-35 center fuselage

Impacto: $5B+ as F-35 sub

RTX Corporation (Raytheon)

Missile defense integration

Impacto: Medium

Competidores

Lockheed Martin Corporation

Bomber, classified programs

Impacto: Won B-21 over LMT

BAE Systems

Electronic warfare

Impacto: Competing in EW

L3Harris Technologies

ISR and C4ISR

Impacto: Competing in intelligence systems

Contexto macro y de mercado

방산Noticias del sector

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Próximos catalizadores

◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)◆KTOS 국방부 드론 계약 발표◆NATO 정상회의 방위비 최종 합의 (2026.06)

Problemas de cadena de suministro

↑ 생산 확대B-21 Raider 초도 배치 계획 확정
2026-04

미 공군 B-21 스텔스폭격기 초도 작전 배치 일정 확정. NOC 연간 생산 6대→10대로 가속화, 수주 $20B+ 확보.

⚡ 리스크우주 분야 공급망 티타늄 조달 지연
2026-02

러시아産 티타늄 대체 공급망 구축 중이나 단가 35% 상승. 위성·미사일 프로그램 원가 압박 요인.

Propiedad institucional

Base 13F · Q4 2025
InstituciónCambio% participaciónTrim. anteriorAccionesValorSEC
VanguardMantenida7.80%—9.4M acciones$3,100M13F
BlackRockAumentada5.50%—6.7M acciones$2,200M13F
Capital ResearchAumentada2.30%—2.7M acciones$900M13F
Dodge & CoxNueva posición1.70%—2.0M acciones$670M13F
Participación total rastreada: 17.30%Valor total: $6,870MBasado en SEC EDGAR 13F-HR · retraso de 45 días

Últimas noticias

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Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Northrop Grumman Corporation impulsado por IA.

Temas Macro Relacionados

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Revolving doorRegulatory moatLobbying spend

Military-Industrial Complex

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Defense budgetSole-source contractsGeopolitical crisis cycle

Información de la Empresa

Sede Central

Falls Church, Virginia, USA

Fundación

1939

Empleados

100,000+

Puntuación de Brecha Informativa

Puntuación de Brecha68
Brecha BajaBrecha Alta

Actividad Institucional

76

Puntuación de Medios

38

Posición en Cascada

Rol en la Cascada

first follower

Retraso Típico

1-2 trading days

Northrop is a critical F-35 subcontractor and benefits from the same defense-budget tailwinds driving Lockheed's backlog.

Ver Cascada Completa

Estado del sector — 방산

Noticias del sector

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Temas clave

  • •NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
  • •Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
  • •우크라이나 재건 + 방공망 현대화 수요

Próximos catalizadores

  • ◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)
  • ◆KTOS 국방부 드론 계약 발표