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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.

共有:
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製品と売上

製品別売上シェア

売上内訳 ($41.2B)

静的データ（リアルタイム財務ロード中…）

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

セグメント構成と主要顧客

製品詳細

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

サプライチェーン関係

パートナー

Lockheed Martin Corporation

F-35 center fuselage

影響: $5B+ as F-35 sub

RTX Corporation (Raytheon)

Missile defense integration

影響: Medium

競合他社

Lockheed Martin Corporation

Bomber, classified programs

影響: Won B-21 over LMT

BAE Systems

Electronic warfare

影響: Competing in EW

L3Harris Technologies

ISR and C4ISR

影響: Competing in intelligence systems

マクロ・市場概況

방산セクターニュース

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

次の主要イベント

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

サプライチェーン問題

↑ 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.

機関保有状況

13F基準 · Q4 2025
機関変化保有比率前四半期保有株数評価額SEC
Vanguard維持7.80%—9.4M株$3,100M13F
BlackRock増加5.50%—6.7M株$2,200M13F
Capital Research増加2.30%—2.7M株$900M13F
Dodge & Cox新規取得1.70%—2.0M株$670M13F
追跡機関合計保有比率: 17.30%合計評価額: $6,870MSEC EDGAR 13F-HR基準 · 45日遅延開示

最新ニュース

ニュース読み込み中...

AI分析

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関連マクロテーマ

全テーマを見る

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

企業情報

本社所在地

Falls Church, Virginia, USA

設立

1939

従業員数

100,000+

ウェブサイト

northropgrumman.com

ニュースギャップスコア

ギャップスコア68
低ギャップ高ギャップ

機関活動

76

メディアスコア

38

カスケードポジション

カスケード内の役割

first follower

典型的な遅延

1-2 trading days

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

完全なカスケードを見る

セクター概況 — 방산

セクターニュース

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

主要テーマ

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

次の主要イベント

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