Core Viewpoint - Raytheon has entered into five significant framework agreements with the U.S. Department of War to enhance production capacity and expedite deliveries of various missile systems, including Tomahawk and AMRAAM, in response to growing global demand for precision munitions [1][2]. Group 1: Production Capacity and Agreements - The agreements will last up to seven years and aim to increase annual production of Tomahawk missiles to over 1,000, AMRAAM missiles to at least 1,900, and SM-6 missiles to more than 500, with many munitions expected to grow 2 to 4 times their current production rates [2]. - RTX plans to accelerate production of SM-3 IIA and SM-3 IB interceptors as part of these agreements [2][4]. Group 2: Investment and Economic Impact - The Department of War's commitment to strengthening the defense industrial base will enable RTX to invest in technology, facilities, and workforce to sustain high production rates [3]. - Investments related to these agreements have been factored into RTX's financial outlook for 2026, incorporating a collaborative funding approach to maintain free cash flow for long-term demand [5]. Group 3: Strategic Importance of Munitions - The Tomahawk cruise missile is a precision weapon capable of striking targets from 1,000 miles away and has been used operationally over 2,300 times [6]. - AMRAAM is the most widely deployed air-to-air missile, with production nearly doubling in 2025 and proven performance through over 6,000 test shots [7]. - SM-3 IB is designed for exo-atmospheric intercept of ballistic missiles and was first used in combat in April 2024 [8]. - SM-3 IIA features enhanced capabilities for faster engagement of threats and broader regional protection [9]. - SM-6 supports multiple warfare roles and has been successfully launched from various U.S. Navy platforms [10].

Core Insights - Pratt & Whitney Canada has signed a 15-year maintenance agreement with Scoot for 24 APS5000 auxiliary power units on its Boeing 787 Dreamliner fleet, enhancing their long-standing relationship [1][2] - The APS5000 APU is noted for its advanced design, which offers improved fuel efficiency, reduced emissions, and enhanced maintainability, setting a new benchmark in auxiliary power technology [2] - The APS5000 is recognized as the quietest APU in its class, producing 450kVA of electrical power and operating effectively at high altitudes, with over 1,400 units manufactured and nearly 16 million flight hours logged [3] Company Overview - Pratt & Whitney, a business unit of RTX, is a leader in the design, manufacture, and service of aircraft engines and auxiliary power units for various aviation sectors, supporting over 90,000 in-service engines globally [4] - RTX, with over 180,000 employees, focuses on advancing aviation and integrated defense systems, reporting sales exceeding $88 billion in 2025 [5]

Collins' GlobalConnect platform boosts fleet efficiency, safety and reliability with enhanced data management SINGAPORE, Feb 3, 2026 /PRNewswire/ -- Thai Airways has selected Collins Aerospace, an RTX (NYSE: RTX) business, to deploy its flight operations and maintenance exchanger (FOMAX) system to its growing fleet of A321neo aircraft. A part of Collins' GlobalConnect managed services program, FOMAX delivers real-time data to pilots, maintenance departments and back offices, improving situational awareness ...

Geopolitical Context - Geopolitical tensions have significantly influenced market volatility in 2026, particularly due to U.S. military actions in Syria and Venezuela, and the risk of escalating conflict with Iran [1][2] Defense Spending Trends - President Trump proposed a $1.5 trillion military budget for 2027, a substantial increase from the $901 billion approved for 2026 [3] - Global defense spending is projected to reach $2.6 trillion by the end of 2026, marking an 8.1% increase over 2025, with the U.S. being the largest contributor [4] Industry Performance - The S&P Aerospace & Defense Select Industry Index has increased by 54.05% over the past year, outperforming the S&P 500's 15.49% gain [5] - U.S. defense companies are expected to increase capital expenditure by over 30% in 2026, with five leading firms projected to collectively spend $10.08 billion, a nearly 38% increase from 2025 [6][7] Company Earnings Highlights - Lockheed Martin reported Q4 2025 adjusted earnings of $5.80 per share, missing estimates but showing a 161.3% year-over-year increase, with net sales of $20.32 billion, surpassing estimates by 2.5% [9][10] - RTX Corporation's Q4 2025 adjusted EPS was $1.55, beating estimates by 5.9%, with sales of $24.24 billion, exceeding estimates by 6.6% [13][14] - Northrop Grumman reported Q4 2025 earnings of $7.23 per share, a 13.15% increase from the previous year, with total sales of $11.71 billion, beating estimates by 0.83% [15][16] Investment Opportunities - The aerospace and defense industry is expected to maintain a positive outlook due to rising military spending, with several ETFs such as ITA, PPA, and XAR providing diversified exposure to this trend [11][17][18]

Key Takeaways RTX won a $1.03B Army contract to supply LTAMDS radar systems, with work running through March 31, 2030.The LTAMDS deal enhances long-term revenue visibility and RTX's role as a key U.S. Army sensor supplier.RTX's LTAMDS radar counters advanced threats with three antenna arrays for 360-degree coverage.RTX Corporation’s (RTX) business segment, Raytheon, recently secured an order worth $1.03 billion to supply its Lower Tier Air and Missile Defense Sensor (“LTAMDS”) system.The contract is expecte ...

RTX Corporation (NYSE:RTX) is one of the best long term low volatility stocks to invest in. RTX Corporation (NYSE:RTX) announced its 2025 results and 2026 outlook on January 27, reporting sales of $24.2 billion for fiscal Q4 2025, up 12% compared to the prior year and up 14% organically. Sales for the full year 2025 reached $88.6 billion, up 10% versus last year and up 11% organically. The company’s outlook for the full year 2026 entails adjusted sales of $92.0 to $93.0 billion, and organic sales growth of ...

About Collins Aerospace Agreements provide services for engine accessories and power and controls components SINGAPORE, Feb. 3, 2026 /PRNewswire/ -- Collins Aerospace, an RTX business (NYSE: RTX), and All Nippon Airways (ANA) have signed two separate FlightSenseâ"¢ renewal agreements today in a signing ceremony at the Singapore Air Show. The first FlightSense contract is a five-year renewal for on-site support for the airline's Boeing fleet of 737NG/MAX, 767, 777, 787 aircraft as well as its De Havilland Ca ...

Group 1 - Collins Aerospace has signed an agreement to extend the FlightSense services with Singapore Airlines for an additional five years, covering a total of 27 aircraft, including five Boeing 777F aircraft [1][2] - The FlightSense service relationship with Singapore Airlines began in 2008, highlighting Collins' capability to provide reliable and cost-effective maintenance support for the airline's Boeing 777 operations [2][3] - The FlightSense program is designed to enhance operational efficiency and performance by integrating advanced prognostics and health management software through Collins' Ascentia platform [3] Group 2 - Collins Aerospace is a leader in integrated and intelligent solutions for the global aerospace and defense industry, employing 80,000 people dedicated to advancing sustainable aviation and passenger safety [4] - RTX, the parent company of Collins Aerospace, has over 180,000 global employees and reported sales exceeding $88 billion in 2025, focusing on redefining technology and science in aviation and defense [5]

Core Insights - RTX has signed multiple memoranda of understanding with the Singapore Economic Development Board to enhance its commitment to Singapore's aerospace ecosystem, building on a previous agreement from July 2025 [1][3] - The total investment from RTX will exceed $139 million, aimed at expanding capabilities in Singapore to support next-generation commercial aircraft platforms and meet regional demand [2] Group 1: Company Commitments - RTX is the largest foreign aerospace and defense employer in Singapore, with over 4,300 employees across 12 facilities, reflecting a 50-year presence in the country [3] - The new agreements will create high-value jobs and align with Singapore's ambition to maintain its status as a global aerospace leader [3] Group 2: Collins Aerospace Developments - Collins Aerospace will introduce new maintenance, repair, and overhaul (MRO) capabilities in Singapore to address rising regional demand, including systems for electrical power and airframe control [4] - The expansion will include support for Boeing 777X Integrated Drive Generators and new flight-critical products for the 787 fleet, with full operational capabilities expected by 2030 [5] Group 3: Pratt & Whitney Enhancements - Pratt & Whitney will enhance its GTF MRO capabilities at its Seletar facility, introducing a new maintenance line for the Fan Drive Gear System that utilizes advanced automation and AI technologies [6] - The company will also expand its coating capabilities at the Tuas facility by 25% to improve the durability of GTF hot section parts, establishing OEM-standard engineering expertise [7]

Modern aircraft hangar with a stealth fighter jet beside a large aircraft fuselage section, aerospace defense setting. Key Points Defense stocks soared in 2025, and many of the industry's biggest players just reported their year-end results. Northrop Grumman and RTX gained positive reactions from their releases, with shares and price targets rising. Despite shares falling, analysts are still optimistic on General Dynamics. Interested in Northrop Grumman Corporation? Here are five stocks we like better ...