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Stock Comparison · Industry comparison · Aerospace & Defense

FTAI Aviation vs Northrop Grumman: Which Stock Looks Stronger in 2026?

Northrop Grumman holds the cleaner structural position, with the lead spread across stability and valuation. FTAI Aviation still leads on growth and profitability, which keeps the comparison from looking entirely one-sided. In the market, FTAI Aviation carries the stronger setup — intact trend against Northrop Grumman's broken trend. That leaves a split case: the structural lead stays with Northrop Grumman, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

Most of the visible separation comes from stability. Northrop Grumman Corporation leads by 14 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Aerospace & Defense

This comparison is based on industry proximity, not on functional trajectory similarity. FTAI and NOC share the same industry classification.

For a similarity-based comparison, see how FTAI Aviation and Northrop Grumman each position within their functional peer groups in AssetNext.

Peer-Relative Score
FTAI
FTAI Aviation Ltd.
59
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
NOC
Northrop Grumman Corporation
73
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: FTAI vs NOC Profitability 75 53 Stability 30 80 Valuation 44 88 Growth 89 73 FTAI NOC
Gap Ranking
#1 Stability +50
#2 Valuation +44
#3 Profitability +22
#4 Growth +16
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for FTAI and NOC Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer FTAINOC Relative valuation Structural strength

The structural gap is limited here, but current pricing still leans against FTAI Aviation Ltd..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where FTAI and NOC each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY FTAI Elevated · near norm 0th 50th 100th 10 pct gap NOC Elevated · near norm 0th 50th 100th 94th 84th
FTAI (94th percentile) and NOC (84th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Stability
Northrop Grumman Corporation ranks near the top of the group on stability; FTAI Aviation Ltd. sits in the weaker half.
Valuation
On valuation, the edge is clear — both rank well, but Northrop Grumman Corporation sits noticeably higher.
Stability — Dominant Gap
FTAI
30
NOC
80
Gap+50in favour of NOC

The clearest distance comes from a steadier profile over time.

What keeps the gap from being one-sided

Profitability still favours FTAI Aviation, with a 10.8-point operating margin advantage keeping the comparison from looking fully resolved.

What this means for the comparison

The lead is built on both stability and valuation — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the FTAI vs NOC comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how FTAI and NOC each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.