NOC Northrop Grumman Corporation

bullish · high conviction track record → $611.13 -45.85 (-7.0%)
Get emailed when NOC changes direction
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

2h ago Northrop Grumman posts higher revenue amid rising global conflicts yahoo-finance
10h ago BTIG reit NOC: Buy → Buy
1d ago Trump's $1.5 trillion defense budget includes $750 billion for ships, jets and Golden Dome reddit-stocks
5d ago Why are LMT and NOC sliding reddit-investing
7d ago Lockheed Martin Just Scored a $4.7 Billion Army Contract. Does That Make LMT Stock a Buy? yahoo-finance
9d ago Insider sell by WARDEN KATHY J (NOC): $14,176,469
13d ago The Pentagon Has 268 Days to Replace America’s Most Critical Supply Chain yahoo-finance
13d ago Raytheon Is a Top Defense Stock to Buy Amid the Iran War, But It Will Also Benefit From a Ceasefire. Here’s How. yahoo-finance
7 older signals
15d ago Citigroup Lifts Price Target on Northrop Grumman Corporation (NOC) to $807, Maintains Buy Rating
24d ago Northrop Grumman (NOC) Advances Autonomous Flight Capabilities With Talon IQ
27d ago BofA Reiterates Buy on Northrop Grumman Corporation (NOC)
27d ago 3 Defense Stocks To Replenish America’s Depleting Arsenal
28d ago Palantir Named as Part of Trump Administration's $185 Billion Golden Dome Project
33d ago What Iran war tells us about defense stocks? [ANALYSIS] - AzerNews
35d ago What Iran war tells us about defense stocks? [ANALYSIS] - AzerNews
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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