Flowvium

Company Comparator

Side-by-side analysis of supply chain position, institutional signals, and news gap scores.

VS

Market Cap Tier

LargevsTitan

Chain Role

leadervsleader

Gap Score

65vs5

IB Activity

71vs95

Revenue Mix Comparison

RTX
NVDA
RTX

RTX Corporation (Raytheon)

RTX · defense

leaderLarge ($10B+)
Full profile

About

RTX Corporation (formed from the 2020 Raytheon-United Technologies merger) is a defense and aerospace powerhouse spanning engines, missiles, and avionics. Pratt & Whitney's engine monopoly on the F-35 and its dominant position in air-defense missiles make RTX irreplaceable in Western defense supply chains.

Founded

2020

Employees

185,000+

Headquarters

Arlington, Virginia, USA

Revenue

$80.8B

Collins Aerospace31%
Pratt & Whitney30%
Raytheon33%
Corporate & Eliminations6%

News Gap Signal

Gap Score (silence = signal)65
IB Activity Score71
Media Coverage Score42

IB Activity: MEDIUM

Institutional Signals

accumulating$248M

BlackRock

2024-08-13

reducing$63M

BlackRock

2024-08-13

reducing$128M

BlackRock

2024-08-13

Key Relationships

LMT· Lockheed Martin Corporation
partner
NOC· Northrop Grumman Corporation
partner
LMT· Lockheed Martin Corporation
competitor
BA.L· BAE Systems
partner
LHX· L3Harris Technologies
competitor
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Full profile

About

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Founded

1993

Employees

32,000+

Headquarters

Santa Clara, California, USA

Revenue

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

News Gap Signal

Gap Score (silence = signal)5
IB Activity Score95
Media Coverage Score98

IB Activity: HIGH

Institutional Signals

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Key Relationships

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer