Browsing Tag
RTX Corporation
23 posts
DoW missile agreements put Leidos, Anduril, and Castelion at the centre of America’s strike-capacity reset
America needs missile mass faster than legacy procurement can deliver. DoW’s new deals show how defence production is being rewired.
How a single Utah chemical plant became the chokepoint of American missile production
AMPAC's Cedar City plant is the sole North American source of ammonium perchlorate. NewMarket Corporation's $100M expansion will not eliminate the chokepoint.
Lockheed Martin deepens space defense role as U.S. Space Force advances space-based interceptor program
Missile defense is moving into orbit. Lockheed Martin’s SBI role tests whether space can become the next layer of U.S. homeland defense.
Rolls-Royce (RR) reaffirms £4bn-plus profit guidance as Trent XWB flying hours fully recover from West Asia conflict disruption
Rolls-Royce held its 2026 profit guidance through a West Asia conflict. The harder question is whether the market is still pricing in risk that no longer exists.
Can mobile air defense become the next big defense stock theme after drones changed the battlefield?
Drones are cheap. Defending against them is not. Leidos, RTX and Lockheed Martin may be entering a new air defense cycle.
Why Leidos’ $617m Army contract may be the start of a bigger air defense spending cycle
Drones are cheap. Air defense is not. Leidos’ $617M Army award shows why launcher capacity is becoming a Pentagon bottleneck.
From artillery shells to rocket motors: The supply chain choke points limiting US munitions output
US munitions output reaches 56,000 artillery shells monthly against a 100,000 target. Solid rocket bottlenecks and allied demand strain American defence industry capacity.
Why RTX Corporation’s $904.6m Army contract matters for U.S. air defense modernization
RTX Corporation’s Raytheon unit won a $904.6 million Army contract modification for LTAMDS radar production. Read what it means for growth and defense markets.
Collins Aerospace wins five MV-75 systems contracts from Bell as U.S. Army accelerates FLRAA timeline
Collins Aerospace, an RTX business, has secured five MV-75 FLRAA system contracts from Bell Textron. Read the full strategic and market analysis here.
RTX stock holds near mid-range as $627m Dutch Patriot order adds to $268bn backlog
RTX's Raytheon wins $627M Patriot contract with the Netherlands, adding a fifth battery as European air defense orders surge. What this means for RTX investors. Read more.