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Rankings/NOC/Q2 2022 Analysis

Northrop Grumman Corp

NOC
Q2 2022(NOC Q1 FY2022)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$1.8B
AI Revenue (Q)
$351.9M
Total Revenue (Q)
$8.8B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.gov

Analysis

Northrop Grumman does not disclose AI-specific revenue. Total sales Q2 FY2022 (calendar): $8,801M. AI-adjacent capabilities span autonomous aircraft (Global Hawk, Triton), Mission Systems C4ISR, and electronic warfare. These are traditional defense platforms with embedded autonomy/ML. No segment or management commentary isolates AI revenue. Conservative estimate of ~4% based on partial AI content in autonomous systems and Mission Systems. ~$352M estimated AI revenue / $8,801M total = 4%.
Analyzed by claude-opus-4-6

Quoted Figures

The company is a leading provider of...breakthrough technologies, such as artificial intelligence, advanced computing and cyber.
10-K FY2022, Item 1 Business
Total sales $8,801M (Q2 2022)
10-Q Q2 2022 Income Statement

AI Products Identified (Ring 1)

Global Hawk/Triton autonomous ISRMission Systems C4ISRElectronic warfare systemsAdvanced computing

AI-Enabled Items (Ring 2 — Not Counted)

These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.

B-21 Raider developmentSpace Systems satellitesAeronautics manned aircraft

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix