Northrop Grumman: B-21 Raider Production Advancements Driving Our ‘Outperform’ Rating!

Northrop Grumman’s financial performance and strategic positioning in the military defense sector appear resilient amidst several challenges. The company reported first-quarter sales of $9.5 billion in 2025, reflecting a 7% decrease from the previous year, primarily due to contracting delays and timing of material receipts. This shortfall was compounded by an almost $100 million reduction in expected sales from the B-21 program, attributed to higher manufacturing costs stemming from process changes required to meet accelerated production rates and increased material costs linked to macroeconomic factors.