FTAI Aviation Ltd vs Northrop Grumman Corporation — how do they compare? FTAI Aviation Ltd trades at $201.57 (market cap $21.93B), while Northrop Grumman Corporation trades at $523.79 (market cap $74.60B). The key difference: Northrop Grumman Corporation is far larger — about 3.4× FTAI Aviation Ltd's market cap, and Northrop Grumman Corporation pays the higher dividend (1.79%). Which is the better fit depends on your goals.
| FTAI | NOC | |
|---|---|---|
Market Cap | $21.93B | $74.60B |
Sector | Industrials | Industrials |
52-Week High | $310.04 | $768.02 |
52-Week Low | $109.92 | $496.02 |
Enterprise Value | $24.97B | $88.82B |
Dividend Yield | 0.7% | 1.79% |
Signals from Pluang's Aura AI — not financial advice
FTAI Aviation trades at $205.71, down 0.25% with a bearish technical outlook despite unanimous analyst buy ratings. The company reported strong revenue growth to $2.51 billion in 2025 with 19% net margins, though recent quarters show earnings misses. Positive developments include a strategic Boeing 737-800 freighter collaboration and expansion into data center power solutions, while negative operating cash flow raises execution concerns.
The stock presents growth potential from aerospace servicing and new power segment opportunities, but faces risks from consistent earnings misses and high valuations (P/E 42.6). Institutional sentiment remains strongly positive with 100% buy ratings, though technical indicators suggest near-term pressure with support at $195.
Northrop Grumman (NOC) trades at $528.67, down 2.43% amid broader defense sector weakness. The stock shows strong fundamentals with consistent earnings beats, a 10.8% net margin, and $95.6B backlog supporting revenue visibility. Technical indicators signal bearish momentum with price near support at $523, while RSI at 24 suggests potential oversold conditions. Recent news highlights expansion in missile defense and space systems amid increased NATO spending expectations.
NOC presents a compelling value opportunity with 57% analyst buy ratings and $655 price target implying 24% upside. Key catalysts include Q2 earnings beat potential and defense budget tailwinds, though political uncertainty and execution risks on large contracts remain concerns. The stock's 16.5 P/E ratio appears attractive relative to historical averages given its earnings growth trajectory.
Trailing returns across standard periods
Latest headlines on both assets
FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm's segments include aeronautics, mission systems, defense services, and space systems. The company's aerospace segment creates the fuselage for the massive F-35 program and produces various piloted and autonomous flight systems. Mission systems creates a variety of sensors and processors for defense hardware. The defense systems segment is a long-range missile manufacturer. Finally, the company's space systems segment produces various space structures, sensors, and satellites.
Read more on NOC →