Northrop Grumman Corp
NOCQ1 2026(NOC Q4 FY2025)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$3.3B
AI Revenue (Q)
$1.5B
Total Revenue (Q)
$30.3B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
No AI-specific revenue disclosure in FY2025 10-K. Company description continues 'advanced computing, microelectronics and cyber' without explicit AI revenue quantification. Now references 'Department of War (DoW)' instead of DoD. Key AI products: IBCS (US Army + Poland), autonomous ISR (Global Hawk, Triton), Mission Systems C4ISR/EW, counter-UAS. New E-130J Phoenix II NC3 aircraft added. 5% estimate for embedded AI across these platforms.
Analyzed by claude-opus-4-6
Quoted Figures
breakthrough technologies, such as advanced computing, microelectronics and cyber
10-K FY2025, Item 1
Integrated Battle Command System (IBCS) for the U.S. Army and Poland, which is an open architecture system that seamlessly integrates sensors and effectors to deliver among the most advanced C2 systems for joint and coalition forces
10-K FY2025, Item 1
command, control, communications and computers, intelligence, surveillance and reconnaissance (C4ISR) systems; electronic warfare systems; advanced communications and network systems
10-K FY2025, Mission Systems description
AI Products Identified (Ring 1)
IBCS command and controlGlobal Hawk/Triton autonomous ISRMission Systems C4ISRElectronic warfareFAAD C2/C-UASIntelligence processing systemsE-130J Phoenix II NC3
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 SystemsAmmunitionSolid rocket motors
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix