ホーム/NOC

Public research page

Market data comes from the live feed. The company research below uses verified public sources, but it is not a real-time personalized AI conclusion.

Analyze NOC in workspace
NOCNYSE/industrials

Northrop Grumman Corporation

$541.82Up+2,19 (+0,41%)
Research reviewed: 2026年7月12日 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Northrop Grumman Corporation operates in Aerospace and Defense within the industrials sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Apertura
540,52
Máximo
545,54
Mínimo
536,85
Capitalización
76,96 mil M
Ratio PER
16.99
Máximo de 52 semanas
--
Dividendo
1.740%
Dividendo trimestral
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

Investment thesis

Base case
Expanded production capacity and program maturity can support multiyear Aeronautics growth. The base case remains conditional on fixed-price contracts staying manageable.
Bull case
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.
Bear case
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.
Thesis invalidation
Reassess the thesis if cost growth on complex development programs can require adverse contract adjustments.

Key catalysts

  • B-21 production ramp

    Expanded production capacity and program maturity can support multiyear Aeronautics growth.

  • Defense demand

    Demand for strategic deterrence, sensors and integrated battle management supports the backlog.

  • Program execution

    Better execution on mature programs can improve delivery cadence and profitability.

Principal risks

  • Fixed-price contracts

    Cost growth on complex development programs can require adverse contract adjustments.

  • Budget timing

    Appropriations delays and shifting defense priorities can defer awards and deliveries.

  • Supply constraints

    Specialized labor and component shortages can disrupt production schedules.

Latest earnings research

Q1 2026

Northrop Grumman reported first-quarter results supported by continued demand, new awards and improved program performance while reaffirming its full-year outlook.

Valuation interpretation

  • A premium interpretation depends on converting strategic-program backlog into reliable growth without new charges.
  • Long-duration demand should be balanced against contract, budget and supply-chain execution risk.

Peer research

BAGERTX

Recent news

Barrons.com · hace 5 horas

The Iran War Hasn’t Helped Defense Stocks. Maybe Earnings Can.

24/7 Wall St. · hace 7 horas

If You’d Invested $10,000 In Lockheed Martin When The Iran Conflict Started, Here’s How Much You’d Have Now

Trefis · hace 7 horas

Boeing Stock And The Number Behind The Worry

Zacks · hace 10 horas

Is GE Aerospace Stock Worth Buying Ahead of Q2 Earnings Release?

24/7 Wall St. · hace 12 horas

$50 Billion Is About to Flood Into Defense Stocks: Here’s Who Cashes In

StockStory · hace 15 horas

3 Profitable Stocks We Approach with Caution

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
Northrop Grumman Releases First Quarter 2026 Financial ResultsNorthrop Grumman Corporation · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/21 0:00:00

Open original source
Northrop Grumman Corporation Investor RelationsNorthrop Grumman Corporation · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

Open original source
Northrop Grumman Corporation SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/21 0:00:00

Open original source

Continue in the research workspace

Keep NOC in context, run a multi-agent analysis, and monitor thesis changes.

Analyze NOC free

リサーチシステム全体を見る

各段階には固有の役割があり、次の段階で検証可能な成果を残します。

リサーチ手法市場レポートを読む銘柄を探す

Continue researching this stock

市場アナリスト

市場アナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

ファンダメンタルズアナリスト

ファンダメンタルズアナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

ニュースアナリスト

ニュースアナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

リスクマネージャー

リスクマネージャー は リスクと監視 の中で 監視 段階を専門に担い、後続判断の前提を整える役割です。