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Rankings/NOC/Q4 2024 Analysis

Northrop Grumman Corp

NOC
Q4 2024(NOC Q3 FY2024)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$3.0B
AI Revenue (Q)
$1.4B
Total Revenue (Q)
$28.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

No AI-specific revenue disclosure. Total sales Q3 FY2024: $9,996M. Product $7,939M + Service $2,057M. SDS realignment from Space to Defense Systems effective Q3 2024. AI content continues in IBCS, autonomous ISR, C4ISR, counter-UAS. 5% estimate. ~$500M estimated AI revenue / $9,996M total = 5%.
Analyzed by claude-opus-4-6

Quoted Figures

Total sales $9,996M (Q3 2024)
10-Q Q3 2024 Income Statement
Effective July 1, 2024, the company realigned the Strategic Deterrent Systems (SDS) division...from Space Systems to Defense Systems
10-Q Q3 2024 Notes

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 RaiderSentinel ICBMF-35 fuselageSpace Systems

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix