Northrop Grumman Corporation

NOCleader

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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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($41.2B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Aeronautics Systems (28%)

Defense Systems (18%)

Mission Systems (26%)

Space Systems (28%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

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

Lieferkettenbeziehungen

Partner

Lockheed Martin Corporation

F-35 center fuselage

Auswirkung: $5B+ as F-35 sub

RTX Corporation (Raytheon)

Missile defense integration

Auswirkung: Medium

Wettbewerber

Lockheed Martin Corporation

Bomber, classified programs

Auswirkung: Won B-21 over LMT

BAE Systems

Electronic warfare

Auswirkung: Competing in EW

L3Harris Technologies

ISR and C4ISR

Auswirkung: Competing in intelligence systems

Makro- und Marktkontext

방산Sektornachrichten

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

Nächste Katalysatoren

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

Lieferketten-Probleme

↑ 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.

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