Northrop Grumman Corp
NOCQ1 2024(NOC Q4 FY2023)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$2.2B
AI Revenue (Q)
$391.0M
Total Revenue (Q)
$9.8B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
No AI-specific revenue disclosure in FY2023 10-K. Notable: company's Item 1 description changed 'breakthrough technologies' list to 'advanced computing, microelectronics and cyber' — dropping explicit AI mention from prior year. Segments still Aeronautics, Defense, Mission, Space with no AI revenue breakout. FY2023 total sales (9-month): $28,652M. Conservative 4% for embedded AI in autonomous systems and Mission Systems C4ISR.
Analyzed by claude-opus-4-6
Quoted Figures
breakthrough technologies, such as advanced computing, microelectronics and cyber
10-K FY2023, Item 1
Nine months ended Sep 30, 2023 total sales: $28,652M
10-K FY2023 Income Statement
AI Products Identified (Ring 1)
Global Hawk/Triton autonomous ISRMission Systems C4ISRElectronic warfareIBCS command and control
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 (LRIP loss)Sentinel ICBMF-35 fuselageSpace Systems
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix