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.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($80.8B)

Статические данные (загрузка финансов…)

Collins Aerospace (31%)

Pratt & Whitney (30%)

Raytheon (33%)

Corporate & Eliminations (6%)

Структура сегментов и ключевые клиенты

Подробности продукта

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

Связи цепочки поставок

Партнёры

Lockheed Martin Corporation

F135 engine for F-35

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

Northrop Grumman Corporation

Missile defense integration

Влияние: Medium — joint programs

BAE Systems

Eurofighter, AMRAAM international

Влияние: Medium — international programs

Конкуренты

Lockheed Martin Corporation

Missile defense prime contracts

Влияние: Competing for DoD primes

L3Harris Technologies

ISR, electronic warfare

Влияние: Competing in C4ISR space

Макро- и рыночный контекст

방산Новости сектора

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

Предстоящие катализаторы

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

Проблемы цепочки поставок

⚠ 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.

AI-анализ

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Связанные макро-темы

Все темы

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

Информация о компании

Штаб-квартира

Arlington, Virginia, USA

Основана

2020

Сотрудники

185,000+

Веб-сайт

rtx.com

Позиция в каскаде

Роль в каскаде

first follower

Типичная задержка

0-1 trading days

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

Полный каскад

Обзор сектора — 방산

Новости сектора