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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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($41.2B)

Données statiques (chargement des finances en temps réel…)

Aeronautics Systems (28%)

Defense Systems (18%)

Mission Systems (26%)

Space Systems (28%)

Composition des segments et principaux clients

Détails du produit

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

Relations dans la chaîne d'approvisionnement

Partenaires

Lockheed Martin Corporation

F-35 center fuselage

Impact: $5B+ as F-35 sub

RTX Corporation (Raytheon)

Missile defense integration

Impact: Medium

Concurrents

Lockheed Martin Corporation

Bomber, classified programs

Impact: Won B-21 over LMT

BAE Systems

Electronic warfare

Impact: Competing in EW

L3Harris Technologies

ISR and C4ISR

Impact: Competing in intelligence systems

Contexte macro et de marché

방산Actualités du secteur

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

Prochains catalyseurs

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

Problèmes de chaîne d'approvisionnement

↑ 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.

Actionnariat institutionnel

Base 13F · Q4 2025

Institution	Variation	% de détention	Trim. préc.	Actions	Valeur	SEC
Vanguard	Maintenue	7.80%	—	9.4M actions	$3,100M	13F
BlackRock	Augmentée	5.50%	—	6.7M actions	$2,200M	13F
Capital Research	Augmentée	2.30%	—	2.7M actions	$900M	13F
Dodge & Cox	Nouveau	1.70%	—	2.0M actions	$670M	13F

Détention totale suivie: 17.30%Valeur totale: $6,870MBasé sur SEC EDGAR 13F-HR · délai de 45 jours

Actualités récentes

Chargement des nouvelles...

Analyse IA

Cliquez sur « Obtenir l'analyse IA » pour une analyse de la chaîne d'approvisionnement de Northrop Grumman Corporation par intelligence artificielle.

Thèmes Macro Connexes

Voir Tous les Thèmes

Regulatory Capture

How powerful entities design legislation to entrench their advantage — turning regulators into protectors of incumbents.

Revolving doorRegulatory moatLobbying spend

Military-Industrial Complex

Eisenhower warned of it in 1961. Defense contractors, weapons manufacturers, and geopolitical crisis cycles create structural demand floors regardless of who governs.

Defense budgetSole-source contractsGeopolitical crisis cycle

Informations sur l'entreprise

Siège social

Falls Church, Virginia, USA

Fondée en

1939

Effectifs

100,000+

Site web

northropgrumman.com

Score d'écart médiatique

Score d'écart68

Écart faibleÉcart élevé

Activité institutionnelle

Score médiatique

Position dans la cascade

Rôle dans la cascade

first follower

Délai typique

1-2 trading days

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

Voir la cascade complète

Aperçu du secteur — 방산

Actualités du secteur