Northrop Grumman Corp
NOCQ4 2025(NOC Q3 FY2025)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$3.1B
AI Revenue (Q)
$1.5B
Total Revenue (Q)
$30.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
No AI-specific revenue disclosure. Total sales Q3 FY2025: $10,423M. Product $8,369M + Service $2,054M. Additional $122M unfavorable EAC on B-21 LRIP. AI content in IBCS, autonomous ISR, C4ISR, counter-UAS. 5% estimate. ~$521M estimated AI revenue / $10,423M total = 5%.
Analyzed by claude-opus-4-6
Quoted Figures
Total sales $10,423M (Q3 2025)
10-Q Q3 2025 Income Statement
the company recorded a $122 million unfavorable EAC adjustment on the first and second LRIP lots of the B-21 program
10-Q Q3 2025 EAC 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