canar.ai
Rankings/NOC/Q2 2025 Analysis

Northrop Grumman Corp

NOC
Q2 2025(NOC Q1 FY2025)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$3.1B
AI Revenue (Q)
$506.6M
Total Revenue (Q)
$10.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

No AI-specific revenue disclosure. Total sales Q1 FY2025: $9,468M (down from $10,133M prior year). Product $7,521M + Service $1,947M. B-21 recognized additional $477M loss provision in Q1 2025. SSAS realigned from Defense to Aeronautics. AI content in IBCS, autonomous ISR, C4ISR, counter-UAS continues. 5% estimate. ~$473M estimated AI revenue / $9,468M total = 5%.
Analyzed by claude-opus-4-6

Quoted Figures

Total sales $9,468M (Q1 2025)
10-Q Q1 2025 Income Statement
During the first quarter of 2025, we recognized an additional $477 million loss across the five LRIP options
10-Q Q1 2025, B-21 Program note

AI Products Identified (Ring 1)

IBCS command and controlGlobal Hawk/Triton autonomous ISRMission Systems C4ISRElectronic warfareFAAD C2/C-UAS

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 (additional loss)Sentinel ICBMF-35 fuselageSpace Systems

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix