Northrop Grumman Corporation

NYSE:NOC 주식 리포트

시가총액: US$77.3b

Northrop Grumman 향후 성장

Future 기준 점검 1/6

Northrop Grumman (는) 각각 연간 2.6% 및 5.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 3.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 21.2% 로 예상됩니다.

핵심 정보

2.6%

이익 성장률

3.12%

EPS 성장률

Aerospace & Defense 이익 성장18.6%
매출 성장률5.2%
향후 자기자본이익률21.18%
애널리스트 커버리지

Good

마지막 업데이트29 May 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Jun 04

Northrop Grumman Is Taking A Smart Approach To The Drone Pivot

Summary Northrop Grumman is strategically pivoting to low-cost, versatile drone and anti-drone platforms, positioning for a drone-centric defense future. NOC’s valuation has improved after a price slide but remains expensive relative to implied levered FCF growth, justifying a hold rating. Key projects like Common UAS Payload, Prism AI, and Talon IQ offer platform-agnostic exposure, while NOC’s missile, electronic warfare, and space defense businesses provide diversification. I remain on hold, monitoring defense spending, new deals, and further valuation improvements before considering an upgrade. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 04

NOC: Space Defense And Drone Programs Will Drive Future Returns

Analysts trimmed the Northrop Grumman valuation target by about $10 per share to reflect slightly higher discount rates, modestly lower revenue growth and profit margin assumptions, and a small reset in projected future P/E in line with recent Street price target reductions to the $620 to $628 range. Analyst Commentary Recent Street research on Northrop Grumman points to a mixed view, with several firms resetting price targets into the low to mid US$600s and updating their models around growth, margins, and capital intensity.
내러티브 업데이트 • May 18

NOC: Sector Pullback And Space AI Progress Will Drive Future Returns

Northrop Grumman's analyst price targets have shifted lower, with the fair value estimate moving from about $721.78 to $706.82 as analysts adjust models in light of recent sector-wide target cuts and a more cautious outlook on the timing of any recovery. Analyst Commentary Recent Street research on Northrop Grumman points to a mixed setup, with several firms revising their models and adjusting price targets while keeping a close eye on sector-wide trends and geopolitical risk.
내러티브 업데이트 • Apr 26

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.
내러티브 업데이트 • Apr 11

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.
내러티브 업데이트 • Mar 28

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.
내러티브 업데이트 • Mar 11

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.
내러티브 업데이트 • Feb 25

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.
내러티브 업데이트 • Feb 09

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.
내러티브 업데이트 • Jan 25

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.
내러티브 업데이트 • Jan 11

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.
내러티브 업데이트 • Dec 18

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.
내러티브 업데이트 • Dec 03

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.
내러티브 업데이트 • Nov 19

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.
내러티브 업데이트 • Nov 05

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.
내러티브 업데이트 • Oct 22

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.
내러티브 업데이트 • Oct 08

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.
내러티브 업데이트 • Sep 06

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.
분석 기사 • Jul 06

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

Key Insights Northrop Grumman's estimated fair value is US$637 based on 2 Stage Free Cash Flow to Equity Northrop...
분석 기사 • Jun 20

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

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha • Apr 25

Northrop Grumman: B-21 Blow Triggers Earnings Disappointment

Summary Northrop Grumman's Q1 earnings missed expectations due to significant cost growth on the B-21 program, leading to a 49% profit decline. Despite a challenging environment, the company maintained sales guidance but lowered its profit outlook, reflecting B-21 charges and cost pressures. The stock is downgraded to hold due to high valuation and ongoing cost issues, despite the potential for future cost efficiencies and production rate increases. Northrop Grumman's 21-year dividend growth streak is commendable. But current stock levels are considered pricey with limited upside absent multiple expansions. Read the full article on Seeking Alpha
Seeking Alpha • Apr 18

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

Summary Northrop Grumman's $91.5B backlog (+9% YoY) is driven by B-21, E-130J, and NATO demand offers strong 2025 revenue visibility despite modest 3% sales growth. Trading at 19x forward EPS vs. 5Y avg of 17.5x; base-case PT of $585 reflects 8% upside on $28.55 EPS amid macro tailwinds. DOGE-driven budget risks, drone/AI disruptors like Anduril, and reliance on U.S. contracts (~85% revenue) temper alpha expectations. Read the full article on Seeking Alpha
Seeking Alpha • Mar 31

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

Summary In this update, I will take a closer look at the Next Generation Air Dominance (NGAD) initiative and the role Northrop Grumman Corporation could play in it. I focus on the U.S. Navy's F/A-XX program, the winner of which has not yet been announced. I give reasons why I believe that Northrop could be selected as the prime contractor for this prestigious project. At the same time, I explain why I chose not to include potential cash flows associated with the F/A-XX program in my updated valuation assessment of NOC shares. I give a brief update on my current stance on NOC stock and whether I am currently increasing my NOC position. Read the full article on Seeking Alpha
Seeking Alpha • Mar 24

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

Summary Boeing's win of the US Air Force NGAD contract is significant, marking its first clean-sheet fighter jet design, estimated to be worth more than $300 billion. The NGAD program includes two distinct fighter jets for the US Air Force and Navy, avoiding past complexities seen with the F-35's commonality approach. Northrop Grumman, with its historical expertise and current success in digital engineering, is well positioned to win the F/A-XX contract, revitalizing its fighter jet capabilities. Awarding the F/A-XX to Northrop Grumman would ensure healthy competition among three major defense contractors, balancing cost and schedule effectively. Read the full article on Seeking Alpha
Seeking Alpha • Mar 09

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

Summary Northrop Grumman gets prior buy rating reaffirmed, agreeing with today's bullish consensus from Wall St. and SA analysts. With major recent contract wins in the billions-of-dollars range, strong margins, proven dividend growth, and strong credit ratings, this one is a winner. The firm's globally diversified portfolio and market penetration could take advantage of heightened defense spending in Europe. Recent talk of US defense cuts can pose headwinds if they materialize, while another risk is cost overruns on existing contracts. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

Northrop Grumman: Technological Innovation Can Fuel Future Success

Summary Northrop Grumman is a strong long-term investment due to its strong market position, fair valuation, and expected growth in the aerospace and defense sector. NOC's advancements in A.I. and autonomous systems will drive demand for modern military equipment, boosting revenue and margins. The current political climate and global tensions support steady defense spending, benefiting NOC's innovative technology and product offerings. Read the full article on Seeking Alpha
Seeking Alpha • Dec 12

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

Summary Northrop Grumman's EBITDA growth is projected to be mid-single digits, while free cash flow growth is expected to exceed 15% annually through 2026. Despite share repurchases, Northrop Grumman's stock price has declined, but the company has a strong 21-year dividend growth track record. Key growth drivers include strong demand for defense equipment, space-based defense solutions, and involvement in hypersonics and major defense programs. Northrop Grumman stock is undervalued compared to peers, with a conservative price target of $550 for 2025, providing a 15.6% upside. Read the full article on Seeking Alpha
Seeking Alpha • Nov 08

Northrop Grumman Could Offer Investors A Lucrative Return

Summary Northrop Grumman's revenue per share has grown at 9.42% annually, since FY 2014; however, its gross profit margin and return on invested capital have shown concerning trends. The company pays a quarterly dividend of $2.06, with a current yield of 1.58%, and has room for future dividend growth. Recent earnings report showed a 13% increase in EPS and positive segment performance, leading to a 3% stock price rise. Valuation suggests NOC is trading at a 14% discount to fair value, making it a Buy with a long-term expected return of 34.12%. Read the full article on Seeking Alpha
Seeking Alpha • Oct 13

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

Summary Northrop Grumman offers a balanced investment profile with growth and income potential, boasting a strong backlog and impressive revenue growth across key segments. The company is well-positioned with a $83 billion backlog and favorable U.S. defense budget outlook, supporting sustained performance and growth. NOC's valuation at a forward PE of 21 is justified by its solid fundamentals, growing global defense needs, and high single-digit EPS growth potential. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

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

Summary Global geopolitical tensions are high, but I don't foresee a full-scale global war. Northrop Grumman's innovation-driven growth, anti-cyclical demand, and expanding international programs position it well for sustained revenue and technological leadership. Despite current high valuations, NOC's strong fundamentals, dividend growth, and buybacks make it a compelling buy on corrections. Elevated global tensions and NATO's need for innovation support resilient demand for NOC, enhancing its stability and long-term growth potential. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:NOC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202849,6274,5463,7385,64417
12/31/202746,8124,2313,4415,37521
12/31/202643,9673,9833,3355,17221
3/31/202642,3674,5763,3054,666N/A
12/31/202541,9544,1823,3074,757N/A
9/30/202540,9284,0191,8343,438N/A
6/30/202540,5013,9451,3082,972N/A
3/31/202540,3683,7111,7763,529N/A
12/31/202441,0334,1742,6214,388N/A
9/30/202440,9852,3752,4864,240N/A
6/30/202440,7642,2862,6254,377N/A
3/31/202440,1222,1582,1353,871N/A
12/31/202339,2902,0562,1003,875N/A
9/30/202338,6854,6712,0923,696N/A
6/30/202337,8814,6492,2623,803N/A
3/31/202337,1064,7831,1872,687N/A
12/31/202236,6024,8961,4662,901N/A
9/30/202235,2085,5265562,092N/A
6/30/202234,9575,6744331,920N/A
3/31/202235,3075,7651,6913,145N/A
12/31/202135,6677,0052,1523,567N/A
9/30/202137,2404,6252,4533,727N/A
6/30/202137,6034,5482,6093,923N/A
3/31/202137,3364,5163,8795,232N/A
12/31/202036,7993,1892,8854,305N/A
9/30/202035,3082,4503,8685,167N/A
6/30/202034,7002,3973,6784,947N/A
3/31/202034,2722,2532,9654,217N/A
12/31/201933,8412,248N/A4,297N/A
9/30/201933,2763,013N/A4,210N/A
6/30/201932,8863,324N/A3,883N/A
3/31/201931,5493,252N/A3,151N/A
12/31/201830,0953,229N/A3,827N/A
9/30/201828,4913,894N/A3,057N/A
6/30/201826,9753,293N/A3,183N/A
3/31/201826,3293,059N/A2,815N/A
12/31/201726,0042,869N/A2,613N/A
9/30/201725,8492,373N/A2,537N/A
6/30/201725,4352,332N/A2,337N/A
3/31/201724,9622,294N/A2,434N/A
12/31/201624,7062,043N/A2,813N/A
9/30/201623,8052,134N/A2,915N/A
6/30/201623,6292,048N/A2,734N/A
3/31/201623,5252,062N/A2,756N/A
12/31/201523,5261,990N/A2,162N/A
9/30/201523,9402,037N/A2,019N/A
6/30/201523,9451,994N/A2,395N/A

애널리스트 향후 성장 전망

수입 대 저축률: NOC 의 연간 예상 수익 증가율(2.6%)이 saving rate(3.5%) 미만입니다.

수익 vs 시장: NOC 의 연간 수익(2.6%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: NOC 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: NOC 의 수익(연간 5.2%)이 US 시장(연간 11.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: NOC 의 수익(연간 5.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: NOC의 자본 수익률은 3년 후 21.2%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/08 08:33
종가2026/06/05 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Northrop Grumman Corporation는 34명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John EadeArgus Research Company
Peter ArmentBaird
Joseph CampbellBarclays