Verified peer comparison

NOC vs BA

Northrop Grumman Corporation compared with The Boeing Company. This page compares both source-verified company profiles and does not introduce an unverified price target.

NOC

Northrop Grumman Corporation

$189.43

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The Boeing Company

$189.43

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High: --
Low: --
Market Cap: --

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Company-specific comparison

Business exposure

NOC: Aerospace and Defense

BA: Aerospace and Defense

Upside lens

NOC: Expanded production capacity and program maturity can support multiyear Aeronautics growth. Demand for strategic deterrence, sensors and integrated battle management supports the backlog. Better execution on mature programs can improve delivery cadence and profitability.

BA: Higher 737 and 787 production stability and deliveries can improve revenue absorption and customer advances. A large commercial and defense backlog provides long-duration demand visibility if certification and production milestones are met. Improved execution and higher volume in Defense, Space & Security can reduce losses from troubled fixed-price programs.

Risk lens

NOC: Cost growth on complex development programs can require adverse contract adjustments. Appropriations delays and shifting defense priorities can defer awards and deliveries. Specialized labor and component shortages can disrupt production schedules.

BA: Manufacturing defects or control failures could trigger delivery pauses, regulatory restrictions and further remediation costs. Delays in 737 MAX variants, 777X or other programs can defer deliveries and increase customer concessions and program costs. Negative free cash flow, working-capital needs and substantial debt reduce flexibility while production recovery remains incomplete.

Verified sources

Northrop Grumman Releases First Quarter 2026 Financial ResultsNorthrop Grumman Corporation · earningsVerified