NOCAerospace & Defence

Northrop Grumman

Premier systems integrator for classified and space programs. B-21 Raider stealth bomber is the marquee program. Dominant in space launch, nuclear command & control, and autonomous systems.

$498.30

▼ $2.15 (-0.43%)

◆ KEY PROGRAMS

B-21 RaiderSentinel GBSD (airframe)James Webb (heritage)HALE UAS / TritonNuclear C3Space Launch SLS

◆ RECENT CONTRACTS

B-21 Raider LRIP Lot 2

USAF · 2026-02-28

$5.1B

Space Development Agency Tracking Layer

SDA · 2026-01-10

$732M

Nuclear C3 Modernization

USSTRATCOM · 2025-10-15

$1.4B

◆ RELATED SIGNALS (0)

No recent signals for this contractor.

◆ GEOPOLITICAL HEADWINDS (3)

Taiwan Strait: PLA Navy Conducts Largest Exercise Since 2024

SEV 9

Satellite imagery confirms 47-vessel PLA Navy exercise in Taiwan Strait with live-fire components. Japan raises alert level. US 7th Fleet repositions.

Middle East: Houthi Anti-Ship Missile Hits Commercial Vessel

SEV 8

Greek-flagged tanker struck in Red Sea. USN Destroyer USS Laboon intercepts 2 additional missiles. Oil futures spike 2.1%.

DPRK Tests Hypersonic Glide Vehicle — 8th Launch This Year

SEV 7

North Korea launches HGV variant from mobile TEL. Trajectory indicates Mach 10+ terminal speed. Japan activates J-Alert.

◆ FINANCIALS

Revenue$40.8B

Ebitda$6.1B

Backlog$87.6B

P/E Ratio18.4

Div Yield1.52%

◆ RISK FACTORS

⚠B-21 cost growth risk

⚠Classified program execution

⚠Workforce shortages in cleared personnel

⚠ITAR compliance complexity

◆ RELATED

LMT RTX GD BA LDOS

◆ MACRO CONTEXT

FOMC Holds Rates at 4.25-4.50% — Unanimous Decision

RATE DECISIONHAWKISH

Powell Press Conference: "Patient Approach Remains Appropriate"

SPEECHHAWKISH

Fed Governor Waller: Data Supports Holding Through Q3

SPEECHHAWKISH