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Northrop Grumman Corporation

$541.82Up+2,19 (+0,41%)
Research reviewed: 12 июл. 2026 г., 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

График показывает недавний 3-месячный тренд, чтобы пользователи могли понять краткосрочную структуру перед открытием полного рабочего кабинета.

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

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Data and research sources

Research updated: 12 июл. 2026 г., 00:00 UTC
3 verified sources
Northrop Grumman Releases First Quarter 2026 Financial ResultsNorthrop Grumman Corporation · earningsVerified

Fetched: 12.07.2026, 0:00:00 UTC

Published: 21.04.2026, 00:00:00

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

Fetched: 12.07.2026, 0:00:00 UTC

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

Fetched: 12.07.2026, 0:00:00 UTC

Published: 21.04.2026, 00:00:00

Open original source

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