Northrop Grumman Corporation

Northrop Grumman Corporation

NOCยทNYSE

$526.06

-2.4%
IndustrialsAerospace & Defense

Northrop Grumman Corporation operates as an aerospace and defense company worldwide. The company's Aeronautics Systems segment designs, develops, manufactures, integrates, and sustains aircraft systems. This segment also offers unmanned autonomous aircraft systems, including high-altitude long-endurance strategic ISR systems and vertical take-off and landing tactical ISR systems; and strategic long-range strike aircraft, tactical fighter and air dominance aircraft, and airborne battle management and command and control systems. Its Defense Systems segment designs, develops, and produces weapons and mission systems. It offers products and services, such as integrated battle management systems, weapons systems and aircraft, and mission systems. This segment also provides command and control and weapons systems, including munitions and missiles; precision strike weapons; propulsion, such as air-breathing and hypersonic systems; gun systems and precision munitions; life cycle service and support for software, weapons systems, and aircraft; and logistics support, sustainment, operation, and modernization for air, sea, and ground systems. The company's Mission Systems segment offers cyber, command, control, communications and computers, intelligence, surveillance, and reconnaissance systems; radar, electro-optical/infrared and acoustic sensors; electronic warfare systems; advanced communications and network systems; cyber solutions; intelligence processing systems; navigation; and maritime power, propulsion, and payload launch systems. This segment also provides airborne multifunction sensors; maritime/land systems and sensors; navigation, targeting, and survivability solutions; and networked information solutions. Its Space Systems segment offers satellites and payloads; ground systems; missile defense systems and interceptors; launch vehicles and related propulsion systems; and strategic missiles. The company was founded in 1939 and is based in Falls Church, Virginia.

At a Glance

Live Snapshot
Market Cap$74.72B
EPS29.1400
P/E Ratio18.05
Earnings Date07/23/2026
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Northrop Grumman Corporation Street Expectations Map

NOC ยท NYSE

Wall Street analysts project that NOC stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 728.38, with estimates ranging from a low of 620.00 to a high of 815.00.

Lowest Target
620.00
17.86%
Consensus Target
728.38
38.46%
Highest Target
815.00
54.93%

The consensus 1-year price target stands at 728.38, with estimates ranging from a low of 620.00 to a high of 815.00.

Analyst Consensus Analysis

Upside Potential

+38.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

26.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Northrop Grumman Corporation Forward Estimates of Revenue

NOC ยท NYSE
Latest Revenue
41.95B
FY 2025
Avg Estimate
44.28B
FY 2026
Estimate Range
43.88B - 44.93B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Northrop Grumman Corporation Forward Estimates of Net Income

NOC ยท NYSE
Latest Net Income
4.18B
FY 2025
Avg Estimate
4.28B
FY 2026
Estimate Range
4.17B - 4.39B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.3%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Northrop Grumman Corporation Forward Estimates of EPS

NOC ยท NYSE
Latest EPS
29.14
FY 2025
Avg Estimate
$28.92
FY 2026
Estimate Range
$28.29 - $29.77
Analyst Spread

Forward Growth Analysis

Projected Growth-0.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Northrop Grumman Corporation Forward Estimates of EBIT

NOC ยท NYSE
Latest EBIT
5.73B
FY 2025
Avg Estimate
6.27B
FY 2026
Estimate Range
6.21B - 6.36B
Analyst Spread

Forward Growth Analysis

Projected Growth+9.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Northrop Grumman Corporation Forward Estimates of EBITDA

NOC ยท NYSE
Latest EBITDA
7.21B
FY 2025
Avg Estimate
7.80B
FY 2026
Estimate Range
7.73B - 7.92B
Analyst Spread

Forward Growth Analysis

Projected Growth+8.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Northrop Grumman Corporation Forward Estimates of SG&A Expense

NOC ยท NYSE
Latest SG&A Expense
4.03B
FY 2025
Avg Estimate
2.62B
FY 2026
Estimate Range
2.59B - 2.66B
Analyst Spread

Forward Growth Analysis

Projected Growth-35.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Northrop Grumman Corporation Insider Positioning

NOC ยท NYSE

During the last 12 months, insiders have sold $20.83M worth of NOC shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

1

566.00

Net Activity

-566

-$566

3-6 Months

Bought

0

0.00

Sold

18.6K

12.18M

Net Activity

-12.2M

-$12.18M

6-9 Months

Bought

0

0.00

Sold

1

560.00

Net Activity

-560

-$560

9-12 Months

Bought

0

0.00

Sold

17.2K

8.66M

Net Activity

-8.7M

-$8.66M

Top Buyers

No buying activity

Top Sellers

1
WKJ

Warden Kathy J

Director, Officer: Chair, Ceo And President

21.5K sharesโ€ข5 transactions

$11.85M

2
RRS

Roeder Roshan S

Officer: Cvp & Pres. Mission Systems

3.7K sharesโ€ข5 transactions

$2.39M

3
FRJ

Fleming Robert J.

Officer: Cvp And Pres. Space Systems

3.5K sharesโ€ข1 transactions

$1.77M

4
DBR

Davies Benjamin R.

Officer: Cvp & Pres. Defense Systems

2.2K sharesโ€ข1 transactions

$1.58M

5
SKG

Simpson Kathryn G

Officer: Corp Vp & General Counsel

1.8K sharesโ€ข3 transactions

$1.34M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $20.83M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$566

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.