RTX Corporation (Raytheon)

RTXleader

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.

⇄ Compare

Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($80.8B)

Data statis (memuat keuangan langsung…)

Collins Aerospace (31%)

Pratt & Whitney (30%)

Raytheon (33%)

Corporate & Eliminations (6%)

Komposisi segmen dan pelanggan utama

Detail produk

Pratt & Whitney Engines28%

F135 (F-35), GTF commercial engines, and military turbofans

Missile Systems22%

Patriot, Stinger, Tomahawk, SM-3, and AIM-120 AMRAAM

Collins Aerospace25%

Avionics, aerostructures, and aircraft systems

Intelligence & Space15%

Cyber, ISR, and GPS receivers

Advanced Sensors10%

Radars, EO/IR systems, and electronic warfare

Hubungan Rantai Pasok

Mitra

Lockheed Martin Corporation

F135 engine for F-35

Dampak: $6B+ annually from F-35 engine

Northrop Grumman Corporation

Missile defense integration

Dampak: Medium — joint programs

BAE Systems

Eurofighter, AMRAAM international

Dampak: Medium — international programs

Pesaing

Lockheed Martin Corporation

Missile defense prime contracts

Dampak: Competing for DoD primes

L3Harris Technologies

ISR, electronic warfare

Dampak: Competing in C4ISR space

Konteks makro dan pasar

방산Berita sektor

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Katalis mendatang

◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)◆KTOS 국방부 드론 계약 발표◆NATO 정상회의 방위비 최종 합의 (2026.06)

Masalah rantai pasokan

⚠ 공급 차질GTF 엔진 파우더 메탈 교체 — 비용 $3B 초과

2026-04

Pratt & Whitney GTF 엔진 파우더메탈 결함 교체 작업 지속. 총 비용 $3B+ 예상, 항공사 보상 협상 진행 중.

↑ 생산 확대Patriot PAC-3 미사일 생산 2배 증설

2026-03

NATO 방공 수요 급증으로 PAC-3 MSE 연간 생산 500기→1,000기 목표. Lockheed와 공급망 공동 확충.

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Tema Makro Terkait

Lihat Semua Tema

Military-Industrial Complex

Eisenhower warned of it in 1961. Defense contractors, weapons manufacturers, and geopolitical crisis cycles create structural demand floors regardless of who governs.

Defense budgetSole-source contractsGeopolitical crisis cycle

Info Perusahaan

Kantor Pusat

Arlington, Virginia, USA

Didirikan

2020

Karyawan

185,000+

Situs Web

rtx.com

Posisi Kaskade

Peran dalam Kaskade

first follower

Keterlambatan Tipikal

0-1 trading days

RTX's Raytheon segment competes and partners with LMT on missile defense; LMT strength implies robust munitions spending.

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