Northrop Grumman (NOC) Hisse Özeti
Northrop Grumman Corporation, Amerika Birleşik Devletleri, Asya/Pasifik, Avrupa ve uluslararası alanda bir havacılık ve savunma teknolojisi şirketi olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 5/6 |
NOC Community Fair Values
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Analyst Price Targets
Northrop Grumman Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$542.24 |
| 52 Haftanın En Yüksek Seviyesi | US$774.00 |
| 52 Haftanın En Düşük Seviyesi | US$479.02 |
| Beta | -0.10 |
| 1 Aylık Değişim | 8.44% |
| 3 Aylık Değişim | -5.74% |
| 1 Yıllık Değişim | -4.83% |
| 3 Yıllık Değişim | 20.58% |
| 5 Yıllık Değişim | 49.37% |
| Halka arzdan bu yana değişim | 22,865.46% |
Son Haberler & Güncellemeler
Seeking Alpha • Jul 23
Northrop Grumman: A Buy Despite Rising Fears
Summary Northrop Grumman delivered strong Q2 2026 results, with 5% sales growth, a record $104.7B backlog, and raised 2026 guidance despite headline margin pressure. NOC's margin compression stemmed from isolated program issues (SiAW, GEM 63XL), while core segments operated near historical margin levels and cash flow surged. 2026 guidance now implies $44B in sales, $28.60–$29.10 EPS, and $3.1–$3.5B in free cash flow, with B-21, Sentinel, and national security space as key growth drivers. I maintain a Strong Buy rating with a $656 base case price target (25% upside), citing stable growth, a robust backlog, and future shareholder return potential post-CapEx cycle. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jul 13
NOC: Long-Cycle Deterrence And Mission Systems Will Drive Future Stock Returns
The analyst price target for Northrop Grumman has been revised lower from about $697 to about $670 as analysts factor in sector wide target cuts, slightly adjusted discount rate assumptions, and expectations for steadier, rather than rapidly rising, defense estimates relative to aerospace peers. Analyst Commentary Recent research on Northrop Grumman points to a more cautious stance on valuation, with most firms trimming price targets while reassessing the balance between defense and aerospace exposure.Analiz Makalesi • Jun 20
Northrop Grumman (NOC) Stock Could Be 25.2% Undervalued After Record Backlog Update
Backlog, DARPA Project, and What They Mean for Northrop Grumman Stock Northrop Grumman (NOC) is drawing attention after reporting a record backlog of US$95.61b and highlighting its role in DARPA’s Rads to Watts program, giving investors fresh context for the stock’s recent performance. The backlog is tied in part to an expanded B-21 production agreement. It sits alongside full year 2026 guidance calling for sales between US$43.5b and US$44.0b and MTM adjusted EPS of US$27.40 to US$27.90. At...Recent updates
Seeking Alpha • Jul 23
Northrop Grumman: A Buy Despite Rising Fears
Summary Northrop Grumman delivered strong Q2 2026 results, with 5% sales growth, a record $104.7B backlog, and raised 2026 guidance despite headline margin pressure. NOC's margin compression stemmed from isolated program issues (SiAW, GEM 63XL), while core segments operated near historical margin levels and cash flow surged. 2026 guidance now implies $44B in sales, $28.60–$29.10 EPS, and $3.1–$3.5B in free cash flow, with B-21, Sentinel, and national security space as key growth drivers. I maintain a Strong Buy rating with a $656 base case price target (25% upside), citing stable growth, a robust backlog, and future shareholder return potential post-CapEx cycle. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jul 13
NOC: Long-Cycle Deterrence And Mission Systems Will Drive Future Stock Returns
The analyst price target for Northrop Grumman has been revised lower from about $697 to about $670 as analysts factor in sector wide target cuts, slightly adjusted discount rate assumptions, and expectations for steadier, rather than rapidly rising, defense estimates relative to aerospace peers. Analyst Commentary Recent research on Northrop Grumman points to a more cautious stance on valuation, with most firms trimming price targets while reassessing the balance between defense and aerospace exposure.Analiz Makalesi • Jun 20
Northrop Grumman (NOC) Stock Could Be 25.2% Undervalued After Record Backlog Update
Backlog, DARPA Project, and What They Mean for Northrop Grumman Stock Northrop Grumman (NOC) is drawing attention after reporting a record backlog of US$95.61b and highlighting its role in DARPA’s Rads to Watts program, giving investors fresh context for the stock’s recent performance. The backlog is tied in part to an expanded B-21 production agreement. It sits alongside full year 2026 guidance calling for sales between US$43.5b and US$44.0b and MTM adjusted EPS of US$27.40 to US$27.90. At...Anlatı Güncellemesi • Jun 18
NOC: Space And Missile Defense Programs Will Drive Future Stock Returns
Northrop Grumman's analyst price targets have moved lower, with several firms cutting estimates into the $620 to $628 range as analysts factor in below average organic growth, B-21 margin dilution, and a projected capex build toward about 4.5% of sales growing at roughly 14% annually. Analyst Commentary Recent Street research on Northrop Grumman highlights a mix of optimism and caution, with multiple firms revisiting their models, price targets, and assumptions around growth, margins, and capital intensity.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaHissedar Getirileri
| NOC | US Aerospace & Defense | US Pazar | |
|---|---|---|---|
| 7D | 4.0% | 4.5% | -1.0% |
| 1Y | -4.8% | 21.2% | 14.7% |
Getiri vs. Endüstri: NOC geçen yıl % 21.2 oranında getiri sağlayan US Aerospace & Defense sektörünün gerisinde kaldı.
Getiri vs Piyasa: NOC geçen yıl % 14.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| NOC volatility | |
|---|---|
| NOC Average Weekly Movement | 3.9% |
| Aerospace & Defense Industry Average Movement | 9.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: NOC son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: NOC 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1939 | 95,000 | Kathy Warden | www.northropgrumman.com |
Northrop Grumman Corporation, Amerika Birleşik Devletleri, Asya/Pasifik, Avrupa ve uluslararası alanda bir havacılık ve savunma teknolojisi şirketi olarak faaliyet göstermektedir. Dört segmentte faaliyet göstermektedir: Havacılık Sistemleri, Savunma Sistemleri, Görev Sistemleri ve Uzay Sistemleri. Havacılık Sistemleri segmenti uçak sistemlerini tasarlar, geliştirir, üretir, entegre eder, sürdürür ve modernize eder.
Northrop Grumman Corporation Temel Bilgiler Özeti
| NOC temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$77.03b |
| Kazançlar(TTM) | US$4.50b |
| Gelir(TTM) | US$42.89b |
17.1x
F/K Oranı1.8x
P/S OranıNOC aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| NOC gelir tablosu (TTM) | |
|---|---|
| Gelir | US$42.89b |
| Gelir Maliyeti | US$34.29b |
| Brüt Kâr | US$8.60b |
| Diğer Giderler | US$4.11b |
| Kazançlar | US$4.50b |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 31.65 |
| Brüt Marj | 20.06% |
| Net Kâr Marjı | 10.48% |
| Borç/Özkaynak Oranı | 84.9% |
NOC uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
1.8%
Mevcut Temettü Verimi30%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/26 01:58 |
| Gün Sonu Hisse Fiyatı | 2026/07/24 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Northrop Grumman Corporation 35 Bu analistlerden 22, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| David Strauss | Barclays |