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Parkev Tatevosian, CFA发布 2026-08-30
《Is Northrop Grumman Stock a Defensive Stock to Buy Now?》
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NOC 值得买入(信心较低);DCF 公允价值为 672 美元,高于市场价 542 美元;与宏观经济不相关,可提供分散化。

国防承包商诺斯罗普·格鲁曼报告了超过1050亿美元的创纪录积压订单。随着客户要求更紧迫的生产能力,该公司正在提高更快交付这些积压订单的能力。

Defense contractor Northrop Grumman reported a record backlog of over 105 billion dollars. The company's increasing capacity to deliver on that backlog more quickly as its customers are asking for more urgent production capacity.

但这会让诺斯罗普·格鲁曼的股票成为买入机会吗?让我们仔细看看并回答这个问题。因此,这家公司在过去十年中增长速度快于往常。2017年,该公司报告收入为240亿美元,而在过去十二个月期间已增至430亿美元。

管理团队预测2026年收入增长5%,这些数字未来可能会继续增加。

But does this make Northrop Grumman stock a buying opportunity? Let's take a closer look and answer that question. So this business has grown faster than usual over the previous decade.

In 2017, the company reported 24 billion dollars in revenue and that's increased to 43 billion over the trailing 12-month period. The management team is forecasting 5% revenue growth in 2026 with those figures likely to increase going forward.

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