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Northrop Grumman CorporationNYSE:NOC 株式レポート

時価総額 US$82.3b
株価
US$568.14
US$721.78
21.3% 割安 内在価値ディスカウント
1Y15.6%
7D-1.2%
ポートフォリオ価値
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Northrop Grumman Corporation

NYSE:NOC 株式レポート

時価総額:US$82.3b

Northrop Grumman(NOC)株式概要

ノースロップ・グラマン・コーポレーションは、航空宇宙・防衛テクノロジー企業として、米国、アジア/太平洋地域、欧州、そして国際的に事業を展開している。 詳細

NOC ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長1/6
過去の実績4/6
財務の健全性4/6
配当金5/6

NOC Community Fair Values

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US$3.87FV 2.6% 割安 内在価値ディスカウント
30972.3%Revenue growth p.a.
180
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4
10d ago

Northrop Grumman Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要Northrop Grumman
過去の株価
現在の株価US$568.14
52週高値US$774.00
52週安値US$453.01
ベータ0.046
1ヶ月の変化-18.49%
3ヶ月変化-17.93%
1年変化15.61%
3年間の変化27.15%
5年間の変化53.29%
IPOからの変化23,962.40%

最新ニュース

Recent updates

NOC: War Time Demand And Space AI Progress Will Shape Returns

Northrop Grumman's analyst price target has been cut by about $14, as analysts factor in a slightly higher discount rate and updated Street targets that reflect several recent cuts along with earlier increases. Analyst Commentary Recent Street research on Northrop Grumman shows a mix of optimistic and cautious views, with several firms adjusting price targets both higher and lower over the past few months.

Northrop Grumman: The Nuclear Triad Winner Is Now A Strong Buy

Apr 23

NOC: Sector Momentum And Policy Uncertainty Will Shape War Time Returns

Analysts have lifted the implied fair value for Northrop Grumman by about $10 to roughly $736 per share, reflecting Street research that cites updated expectations for revenue growth, profit margins and sector momentum in recent price target revisions across firms such as Jefferies, Citi and others. Analyst Commentary Recent research points to a cluster of higher price targets on Northrop Grumman, with several firms revising their models after updating assumptions for revenue, margins and sector trends.

NOC: The Architect of the New Nuclear Triad

Northrop Grumman Corporation (NOC) is currently solidifying its position as the premier partner for the United States' long-term strategic modernization. As of the market close on March 27, 2026, the stock is trading at $678.74 USD on the NYSE, experiencing a period of technical consolidation after hitting a 52-week high of $774 earlier in the year.

NOC: Future Defense Budgets And Policy Limits Will Shape Returns

Analysts have slightly raised price targets for Northrop Grumman, with the model fair value estimate moving by about $1 to $725.72. This change reflects refinements to assumptions around discount rates, long term revenue growth, profit margins, and future P/E multiples in light of a series of recent target increases across the Street.

NOC: Future Defense Budgets And China Sanctions Will Shape Returns

Analysts have increased their average price targets on Northrop Grumman by triple-digit dollar amounts across multiple firms, citing updated sector estimates, refined modeling assumptions, and a modest adjustment to discount rates and future P/E expectations. Analyst Commentary Recent research updates cluster around sizable price target revisions and refreshed models, giving you a clearer view of how the Street is framing risk and reward for Northrop Grumman right now.

NOC: Future Defense Budgets And China Sanctions Will Shape Cash Flow

Our analyst price target for Northrop Grumman has been adjusted higher by about $3 to reflect a modestly higher fair value estimate and slightly richer future P/E assumptions, in line with a broad wave of recent target increases across the Street. Analyst Commentary The recent wave of target changes reflects a cluster of fresh views on Northrop Grumman, with several firms updating models and valuation frameworks at roughly the same time.

NOC: Future Defense Budgets And Sanctions Will Shape Cash Flow Durability

Analysts have lifted their price targets on Northrop Grumman in recent weeks, and our fair value estimate has moved up by about US$41 to US$721. This reflects slightly lower assumed discount rates, modestly adjusted long term growth and margin expectations, and a higher future P/E multiple in line with updated Street research.

NOC: Future Defense Budgets And Buyback Curbs Will Shape Cash Flow Durability

Analysts have lifted their price targets for Northrop Grumman, supporting a fair value move from about US$665.20 to roughly US$680.44 as they factor in updated sector views, modestly higher projected revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research updates cluster around higher price targets and refreshed sector views, with analysts adjusting their models for Northrop Grumman as new policy headlines and defense budget discussions emerge.

NOC: Future Defense Budgets And Buyback Limits Will Shape Cash Flow Durability

Analysts have nudged their fair value estimate for Northrop Grumman to about $665 per share from roughly $663, reflecting recent price target increases anchored in expectations for mid single digit organic growth, relatively stable guidance into 2026, and potential budget tailwinds for key defense programs such as Sentinel, B 21, TACAMO, E 2D, and related nuclear deterrence and munitions work, while also factoring in scenario analysis around future buyback constraints. Analyst Commentary Recent research paints a mixed picture for Northrop Grumman, with optimism around growth visibility and program funding set against questions about future capital returns and policy risk.

NOC: Future Defense Budgets Will Drive Durable Cash Flows And Share Outperformance

Analysts have nudged their consolidated price target for Northrop Grumman modestly higher to reflect stable mid single digit organic growth, improving long term cash flow visibility from programs like B 21 and Sentinel, and increased budget support across key defense platforms, while fair value edged slightly lower from approximately $667 to $663 per share as a lower discount rate and marginally stronger profit margin outlook were largely offset by a slightly reduced future P E multiple. Analyst Commentary Bullish analysts highlight that Northrop Grumman's outlook remains steady, with guidance pointing to mid single digit organic growth through 2026 and visibility into long duration defense programs that underpin both revenue and margin durability.

NOC: Future Defense Budgets Will Support Cash Flows And Share Outperformance

Analysts have modestly raised their price target on Northrop Grumman to approximately $670 per share, reflecting confidence in the company’s stable mid single digit growth outlook, expanding 2026 budget visibility across key programs, and improving long term cash generation from platforms like B 21 and Sentinel. Analyst Commentary Recent Street research reflects a generally constructive stance on Northrop Grumman, with multiple price target increases clustered around the mid to high $600s and at least one upgrade to a Buy rating.

NOC: Defense Spending Increases Will Drive Outperformance Amid Lower Execution Risks

Northrop Grumman’s analyst price target has been raised by analysts from approximately $665 to $667 per share. This reflects stable outlooks and optimism over growth in key defense programs and future cash generation.

NOC: Multi-Year Budget Allocations Will Likely Drive Strong Defense Sector Upside

Northrop Grumman's analyst price target was recently raised by analysts from approximately $647 to $665 per share. The increase reflects confidence in the company's stable growth outlook, strong alignment with strategic defense priorities, and anticipated benefits from new budget allocations and program execution.

Analysts Boost Northrop Grumman Price Target Amid Defense Growth and Mixed Sector Outlook

Northrop Grumman's analyst price target was raised from approximately $616 to $647. Analysts cited increased confidence in the company's long-term defense program exposure and strong positioning within key Department of Defense budget priorities.

US And Allied Defense Budgets Will Unlock New Opportunities

Northrop Grumman’s analyst price target has been raised from $603.32 to $615.56, reflecting analysts’ increased confidence in the company’s improving revenue growth, expanding profit margins, and favorable positioning within defense sector budgets. Analyst Commentary Recent analyst research has showcased a largely optimistic outlook on Northrop Grumman, with multiple firms raising their price targets and affirming positive ratings.

US And Allied Defense Budgets Will Unlock New Opportunities

Analysts have raised Northrop Grumman’s price target to $603.32, citing accelerating revenue growth tied to Department of Defense priorities, robust international sales momentum, and strong Q2 performance, while valuation concerns and uncertainty around future earnings temper some optimism. Analyst Commentary Bullish analysts highlight accelerating revenue growth projected for the second half of 2025, underpinned by alignment with Department of Defense budget priorities and management’s positive outlook.

An Intrinsic Calculation For Northrop Grumman Corporation (NYSE:NOC) Suggests It's 21% Undervalued

Jul 06
An Intrinsic Calculation For Northrop Grumman Corporation (NYSE:NOC) Suggests It's 21% Undervalued

Does Northrop Grumman (NYSE:NOC) Have A Healthy Balance Sheet?

Jun 20
Does Northrop Grumman (NYSE:NOC) Have A Healthy Balance Sheet?

Northrop Grumman's (NYSE:NOC) Shareholders Will Receive A Bigger Dividend Than Last Year

May 27
Northrop Grumman's (NYSE:NOC) Shareholders Will Receive A Bigger Dividend Than Last Year

Northrop Grumman Corporation's (NYSE:NOC) Share Price Could Signal Some Risk

May 08
Northrop Grumman Corporation's (NYSE:NOC) Share Price Could Signal Some Risk

Northrop Grumman: B-21 Blow Triggers Earnings Disappointment

Apr 25

Northrop Grumman Q1 Preview: A Hedge Amid Global Restructuring (Rating Upgrade)

Apr 18

Weighing Northrop Grumman As The F/A-XX Program Winner (Rating Downgrade)

Mar 31

Northrop Grumman: The Forgotten Winner Of Boeing's F-47

Mar 24

Northrop Grumman: Buy The Dip As Recent Contract Wins Could Drive Growth

Mar 09

Northrop Grumman: Technological Innovation Can Fuel Future Success

Jan 31

Northrop Grumman: Double-Digit Free Cash Flow And Why I Am Buying More

Dec 12

Northrop Grumman Could Offer Investors A Lucrative Return

Nov 08

Northrop Grumman: A High-Flying Defense Stock For Total Return Investors

Oct 13

Northrop Grumman Doesn't Need War To Be A Great Investment

Oct 03

Growing Cash Flows, Strong Defense Demand Position Northrop Grumman For Long-Term Success

Sep 01

株主還元

NOCUS Aerospace & DefenseUS 市場
7D-1.2%0.2%0.8%
1Y15.6%32.9%27.7%

業界別リターン: NOC過去 1 年間で32.9 % の収益を上げたUS Aerospace & Defense業界を下回りました。

リターン対市場: NOCは、過去 1 年間で27.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is NOC's price volatile compared to industry and market?
NOC volatility
NOC Average Weekly Movement4.3%
Aerospace & Defense Industry Average Movement8.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

安定した株価: NOC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: NOCの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
193995,000Kathy Wardenwww.northropgrumman.com

ノースロップ・グラマン・コーポレーションは、航空宇宙・防衛テクノロジー企業として、米国、アジア/太平洋地域、欧州、および国際的に事業を展開している。航空システム、防衛システム、ミッション・システム、宇宙システムの4つのセグメントで事業を展開している:航空システム、防衛システム、ミッション・システム、宇宙システム。航空システム部門は、航空機システムの設計、開発、生産、統合、維持、近代化を行う。同部門はまた、高高度・長期耐久戦略・監視・偵察システム、戦略的長距離攻撃機、戦術戦闘機および航空優勢機、空中戦闘管理・指揮統制システムなどの無人自律航空機システムも提供している。防衛システム部門は、戦略的抑止力システム、戦術兵器、ミサイル防衛ソリューションの設計、開発、統合、生産を行い、有人・無人航空機や電子システムの維持、近代化、訓練サービスを提供している。また、戦略ミサイル、統合型全領域指揮統制システム、精密打撃兵器、戦術用固体ロケットモーター、高速呼吸・極超音速システム、高性能砲システム、弾薬、精密弾薬、先進フューズ、および維持・運用・近代化も提供している。ミッション・システム部門は、指揮・制御・通信・コンピューター、情報・監視・偵察システム、レーダー、電気光学・赤外線、音響センサー、電子戦システム、高度通信・ネットワークシステム、マイクロエレクトロニクス、航行・測位センサー、海上動力・推進・ペイロード打ち上げシステム、サイバー・ソリューション、情報処理システムを提供している。宇宙システム部門は、衛星、宇宙船システム、サブシステム、センサー、ペイロード、地上システム、ミサイル防衛システムと迎撃ミサイル、ロケットと関連推進システムを提供している。同社は1939年に設立され、バージニア州フォールズチャーチに本社を置いている。

Northrop Grumman Corporation 基礎のまとめ

Northrop Grumman の収益と売上を時価総額と比較するとどうか。
NOC 基礎統計学
時価総額US$82.31b
収益(TTM)US$4.58b
売上高(TTM)US$42.37b
17.6x
PER(株価収益率
1.9x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
NOC 損益計算書(TTM)
収益US$42.37b
売上原価US$33.67b
売上総利益US$8.69b
その他の費用US$4.12b
収益US$4.58b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)32.22
グロス・マージン20.52%
純利益率10.80%
有利子負債/自己資本比率91.6%

NOC の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.6%
現在の配当利回り
29%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/01 23:10
終値2026/05/01 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Northrop Grumman Corporation 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
John EadeArgus Research Company
Peter ArmentBaird
Joseph CampbellBarclays