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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

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◆ GEOPOLITICAL HEADWINDS (4)

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.

EU Expands Russia Sanctions — 14th Package Targets Defence Supply Chains

SEV 7

New EU sanctions package targets Russian microelectronics procurement networks. Secondary sanctions on third-country intermediaries.

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

◆ MACRO CONTEXT

FOMC Holds Rates at 4.25-4.50% — Unanimous Decision

RATE DECISIONHAWKISH

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SPEECHHAWKISH

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SPEECHHAWKISH
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