NOC Northrop Grumman Corporation

bullish · high conviction track record → $611.13 -45.85 (-7.0%)
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Mkt Cap $84B P/E 18.5 fwd 19.5 52wk $453.01 - $774.00 2h ago
Insider selling: $42,494,132 sold by 21 insiders (30d)
Est. revisions: -0.2% (1 up, 2 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +0.1)

Factor Model

net +0.1 1.0 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0

Northrop Grumman's Q1 revenue rises 4.4%

Watch: Monitor Pentagon announcements on contract awards and delivery schedules for B-21 Raider and other programs to confirm backlog growth and revenue visibility.

Q1 2026 revenue rose 4.4% to $9.88 billion, led by a 17% jump in aeronautics sales to $3.28 billion and a 10% rise in defense systems segment to $1.9 billion. The company plans a 25% expansion in B-21 Raider production with first delivery in 2027. Pentagon's $1.5 trillion 2027 budget includes $6.1 billion for Northrop's B-21 bomber, supporting future growth. BTIG reaffirmed a Buy rating recently.

Sustained revenue growth coupled with Pentagon backing and expanded bomber production underpins Northrop Grumman's strengthening position amid rising global military spending.

Evidence

Fundamentals & Data ▾
Northrop Grumman Corporation Industrials · Aerospace & Defense
Mkt Cap
$84B
P/E
18.5 fwd 19.5
52w Range
$453.01 - $774.00
Short Interest
1.9M 1.34%
Days to Cover
2.3 -3%
Technicals downtrend
from 52w Hi
-11.5%
1w return
-10.2%
Insiders
selling 0B / 8S
Analysts
mixed
EPS Estimate
$6.85 -0.2% 30d 1up / 2dn
Est. Dispersion
4% 18 analysts
Analyst Target
$736 $587 - $815
Options P/C
1.04
Insider Cluster
strong sell 0B / 5S
Fund Convergence
strong D.E. Shaw, Citadel, Renaissance, Two Sigma, Bridgewater
Financials
Revenue
$11.7B +10% YoY
FCF
$3.2B
Gross Margin
20%
Op Margin
11%
Momentum: accelerating
Top Holders
D.E. Shaw $1.6B
Citadel $330M
Renaissance $53M
Two Sigma $10M
Bridgewater $4M
Recent Filings & Data
insider trade 110
net selling · $42,494,132 sold
21 insiders · 110 transactions (30d)
Recent transactions
BROWN MARIANNE CATHERINE · award · $46,392
KRISHNA ARVIND · award · $36,159
SIMPSON KATHRYN G. · sell · $650,385
ROEDER ROSHAN S. · sell · $1,262,880
SIMPSON KATHRYN G. · sell · $141,158
HARDESTY MICHAEL A · sell · $107,748
ROEDER ROSHAN S. · sell · $372,541
DAVIES BENJAMIN R · sell · $1,575,255
SIMPSON KATHRYN G. · sell · $547,294
SIMPSON KATHRYN G. · other
DAVIES BENJAMIN R · other
WARDEN KATHY J · other
HARDESTY MICHAEL A · sell · $501,609
HARDESTY MICHAEL A · other
JONES THOMAS H. · other
ROEDER ROSHAN S. · sell · $223,414
ROEDER ROSHAN S. · other
FLEMING ROBERT J · other
HARDESTY MICHAEL A · sell · $550,411
GRADY CHRISTOPHER W · award · $49,349
SIMPSON KATHRYN G. · other
DAVIES BENJAMIN R · other
WARDEN KATHY J · other
HARDESTY MICHAEL A · other
JONES THOMAS H. · other
ROEDER ROSHAN S. · other
FLEMING ROBERT J · other
WARDEN KATHY J · sell · $14,176,469
WELSH MARK A. III · sell · $65,029
WARDEN KATHY J · sell · $6,045,000
BROWN MARIANNE CATHERINE · award · $46,187
KRISHNA ARVIND · award · $36,493
ROEDER ROSHAN S. · sell · $46,649
ROEDER ROSHAN S. · other
WELSH MARK A. III · sell · $54,716
BROWN MARIANNE CATHERINE · award · $46,308
KRISHNA ARVIND · award · $35,950
JONES THOMAS H. · sell · $382,725
WELSH MARK A. III · sell · $16,720
BROWN MARIANNE CATHERINE · award · $46,498
KRISHNA ARVIND · award · $36,499
JONES THOMAS H. · other
WARDEN KATHY J · sell · $5,649,525
JONES THOMAS H. · sell · $368,706
FLEMING ROBERT J · sell · $1,770,195
WELSH MARK A. III · sell · $16,120
ROEDER ROSHAN S. · sell · $485,590
JONES THOMAS H. · sell · $349,920
FUDGE ANN M · award · $182,452
SCHOEWE THOMAS M · award · $182,452
KLEINER MADELEINE A · award · $182,452
ROSS KIMBERLY A · award · $182,452
ROUGHEAD GARY · award · $182,452
TURLEY JAMES S · award · $182,452
BROWN MARIANNE CATHERINE · award · $182,452
ABNEY DAVID P · award · $182,452
WINSTON MARY ANN · award · $182,452
KRISHNA ARVIND · award · $182,452
WELSH MARK A. III · award · $182,452
WELSH MARK A. III · sell · $16,293
WELSH MARK A. III · sell · $15,850
BROWN MARIANNE CATHERINE · award · $46,081
KRISHNA ARVIND · award · $36,353
ROBINSON GRAHAM · award · $22,016
WARDEN KATHY J · sell · $1,783,688
WELSH MARK A. III · sell · $15,631
DAVIES BENJAMIN R · sell · $213,788
HARDESTY MICHAEL A · sell · $875,873
SIMPSON KATHRYN G. · sell · $444,098
DAVIES BENJAMIN R · sell · $82,383
SIMPSON KATHRYN G. · other
DAVIES BENJAMIN R · sell · $130,488
DAVIES BENJAMIN R · other
CREWS KENNETH B. · other
WARDEN KATHY J · other
HARDESTY MICHAEL A · other
JONES THOMAS H. · other
ROEDER ROSHAN S. · other
FLEMING ROBERT J · other
SIMPSON KATHRYN G. · sell · $395,916
WELSH MARK A. III · sell · $15,843
WELSH MARK A. III · sell · $15,072
BROWN MARIANNE CATHERINE · award · $46,460
KRISHNA ARVIND · award · $36,135
ROBINSON GRAHAM · award · $21,587
WELSH MARK A. III · sell · $15,886
DAVIES BENJAMIN R · sell · $616,067
WELSH MARK A. III · sell · $16,833
WELSH MARK A. III · sell · $17,675
BROWN MARIANNE CATHERINE · award · $46,470
KRISHNA ARVIND · award · $36,437
ROBINSON GRAHAM · award · $21,651
WELSH MARK A. III · sell · $17,151
WELSH MARK A. III · sell · $17,546
JONES THOMAS H. · sell · $695,000
FUDGE ANN M · award · $182,589
SCHOEWE THOMAS M · award · $182,589
KLEINER MADELEINE A · award · $182,589
ROSS KIMBERLY A · award · $182,589
ROUGHEAD GARY · award · $182,589
TURLEY JAMES S · award · $182,589
BROWN MARIANNE CATHERINE · award · $228,115
ABNEY DAVID P · award · $182,589
WINSTON MARY ANN · award · $182,589
KRISHNA ARVIND · award · $218,428
WELSH MARK A. III · award · $182,589
ROBINSON GRAHAM · award · $203,899
JONES THOMAS H. · other
JONES THOMAS H. · sell · $1,303,563
ROEDER ROSHAN S. · sell · $429,429
15 signals · latest 2h ago

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