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Northrop Grumman Corporation

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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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($41.2B)

Data statis (memuat keuangan langsung…)

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

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Mitra

Lockheed Martin Corporation

F-35 center fuselage

Dampak: $5B+ as F-35 sub

RTX Corporation (Raytheon)

Missile defense integration

Dampak: Medium

Pesaing

Lockheed Martin Corporation

Bomber, classified programs

Dampak: Won B-21 over LMT

BAE Systems

Electronic warfare

Dampak: Competing in EW

L3Harris Technologies

ISR and C4ISR

Dampak: Competing in intelligence systems

Konteks makro dan pasar

방산Berita sektor

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

Katalis mendatang

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

Masalah rantai pasokan

↑ 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.

Kepemilikan institusional

Basis 13F · Q4 2025
InstitusiPerubahan% kepemilikanKuartal sblmSahamNilaiSEC
VanguardDipertahankan7.80%—9.4M saham$3,100M13F
BlackRockDitingkatkan5.50%—6.7M saham$2,200M13F
Capital ResearchDitingkatkan2.30%—2.7M saham$900M13F
Dodge & CoxPosisi baru1.70%—2.0M saham$670M13F
Total kepemilikan terlacak: 17.30%Total nilai: $6,870MBerdasarkan SEC EDGAR 13F-HR · keterlambatan 45 hari

Berita terkini

Memuat berita...

Analisis AI

Klik "Dapatkan Analisis AI" untuk analisis rantai pasok Northrop Grumman Corporation.

Tema Makro Terkait

Lihat Semua Tema

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

Info Perusahaan

Kantor Pusat

Falls Church, Virginia, USA

Didirikan

1939

Karyawan

100,000+

Skor Kesenjangan Berita

Skor Kesenjangan68
Kesenjangan RendahKesenjangan Tinggi

Aktivitas Institusional

76

Skor Media

38

Posisi Kaskade

Peran dalam Kaskade

first follower

Keterlambatan Tipikal

1-2 trading days

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

Lihat Kaskade Lengkap

Gambaran umum sektor — 방산

Berita sektor

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

Tema utama

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

Katalis mendatang

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