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Northrop Grumman Corporation

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Northrop Grumman is the premier stealth-technology company, developing the B-21 Raider next-generation bomber and the Sentinel ICBM. Its expertise in autonomous systems, space, and classified programs makes it central to U.S. strategic deterrence and ISR capabilities.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($41.2B)

Static data (loading live financials…)

Aeronautics Systems (28%)
Defense Systems (18%)
Mission Systems (26%)
Space Systems (28%)

Segment Breakdown & Key Customers

Product Details

B-21 Raider22%

Next-generation stealth strategic bomber

Autonomous Systems (Global Hawk, Triton)18%

High-altitude ISR unmanned aircraft

Space & Launch (GBSD, satellites)25%

ICBM replacement (Sentinel), missile-warning satellites

Mission Systems20%

Radars, cyber, and C4ISR networks

Ammunition & Energetics15%

Solid rocket motors, munitions, and propellants

Supply Chain Relationships

Partners

Lockheed Martin Corporation

F-35 center fuselage

Impact: $5B+ as F-35 sub

RTX Corporation (Raytheon)

Missile defense integration

Impact: Medium

Competitors

Lockheed Martin Corporation

Bomber, classified programs

Impact: Won B-21 over LMT

BAE Systems

Electronic warfare

Impact: Competing in EW

L3Harris Technologies

ISR and C4ISR

Impact: Competing in intelligence systems

Macro & Market Context

방산Sector News

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Upcoming Catalysts

◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)◆KTOS 국방부 드론 계약 발표◆NATO 정상회의 방위비 최종 합의 (2026.06)

Supply Chain Issues

↑ 생산 확대B-21 Raider 초도 배치 계획 확정
2026-04

미 공군 B-21 스텔스폭격기 초도 작전 배치 일정 확정. NOC 연간 생산 6대→10대로 가속화, 수주 $20B+ 확보.

⚡ 리스크우주 분야 공급망 티타늄 조달 지연
2026-02

러시아産 티타늄 대체 공급망 구축 중이나 단가 35% 상승. 위성·미사일 프로그램 원가 압박 요인.

Institutional Ownership

13F basis · Q4 2025
InstitutionChangeOwnership %Prev. QuarterSharesValueSEC
VanguardMaintained7.80%—9.4M shares$3,100M13F
BlackRockIncreased5.50%—6.7M shares$2,200M13F
Capital ResearchIncreased2.30%—2.7M shares$900M13F
Dodge & CoxNew Position1.70%—2.0M shares$670M13F
Total tracked ownership: 17.30%Total value: $6,870MBased on SEC EDGAR 13F-HR · 45-day reporting delay

Latest News

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AI Analysis

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Related Macro Themes

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Regulatory Capture

How powerful entities design legislation to entrench their advantage — turning regulators into protectors of incumbents.

Revolving doorRegulatory moatLobbying spend

Military-Industrial Complex

Eisenhower warned of it in 1961. Defense contractors, weapons manufacturers, and geopolitical crisis cycles create structural demand floors regardless of who governs.

Defense budgetSole-source contractsGeopolitical crisis cycle

Company Info

Headquarters

Falls Church, Virginia, USA

Founded

1939

Employees

100,000+

News Gap Score

Gap Score68
Low GapHigh Gap

IB Activity

76

Media Score

38

Cascade Position

Role in Cascade

first follower

Typical Delay

1-2 trading days

Northrop is a critical F-35 subcontractor and benefits from the same defense-budget tailwinds driving Lockheed's backlog.

View Full Cascade

Sector Overview — 방산

Sector News

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Key Themes

  • •NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
  • •Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
  • •우크라이나 재건 + 방공망 현대화 수요

Upcoming Catalysts

  • ◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)
  • ◆KTOS 국방부 드론 계약 발표