NYSE
RTX
6 stories
$263B Market cap · 2026-10-28
RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…
RTX’s $289 billion backlog, including $119 billion in defense, supports growth from defense contracts and commercial aerospace aftermarket…
Blake Winiecki 5 clicksRaytheon Gets $24.4 Billion Navy Contract for Standard Missile-6 Interceptors $RTX https://t.co/uNGS51L1bU
Raytheon Gets $20.7 Billion Contract to Accelerate AMRAAM Missile Production $RTX https://t.co/qzm27WPV1F
RTX’s $289 billion backlog and margin gains at Raytheon and Collins support its 2026 sales target of $95–96 billion, while Pratt & Whitney…
Vishal Jadaun 2 clicks👀 Potential $SIF InfoArb worth digging into… $RTX (Raytheon) just received a massive $22.9B, 7-year Tomahawk contract, with production targeted to ramp to 1,000+ missiles/year. What’s interesting is that Raytheon says the production ramp will “require investment across its supply chain and working with hundreds of small and midsized suppliers.” $SIF explicitly says its military-aerospace forgings are used in “Missile & Ordnance” applications. They also list Raytheon among its customers Given that Raytheon is now “looking across its supplier base to support an enormous munitions ramp,” does SIF maybe have a fighting chance here? There are probably more direct beneficiaries than SIF. But for its size, even a relatively small piece of the work could move the needle… it’s a rabbit hole worth digging into. 🔎… Time for @realLigerCub to step in :) Important caveat: I have found no evidence that SIF supplies Tomahawk, or even that its existing Raytheon relationship is tied specifically to Raytheon’s missile business.
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