Group 1: Berkshire Hathaway Inc (Class B) - Berkshire Hathaway has reached an all-time high of $537.63, indicating strong bullish momentum [1] - The stock is above its eight, 20, 50, and 200-day simple moving averages, with a MACD reading of 11.98 supporting upward movement [1] - However, the Relative Strength Index (RSI) is at 71.59, suggesting overbought conditions and potential near-term cooling [2] Group 2: RTX Corporation - RTX Corporation has achieved a new 52-week high of $135.41, reflecting a steady upward trend [2] - The stock remains above all key moving averages, with a MACD reading of 2.22 confirming the uptrend [3] - An RSI of 63.80 indicates that the stock has not yet reached overbought levels, suggesting further potential for growth [3] Group 3: Kinross Gold Corporation - Kinross Gold has hit a 52-week peak of $12.33, benefiting from soaring gold prices [4] - The stock is positioned well above its eight, 20, 50, and 200-day simple moving averages, with a MACD reading of 0.33 reinforcing positive momentum [4] - An RSI of 64.46 shows that while Kinross is not in immediate danger of overheating, there is increasing selling pressure that could lead to a pullback [5]

New variant designed for "launched-effects" programs builds off Coyote's battlefield successTUCSON, Ariz., March 26, 2025 /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, fired a new version of the company's combat-proven Coyote® family of products from a helicopter during a recent test at Nine Mile Training Center, giving military forces a new capability to detect, identify, locate and defeat threats on the battlefield.The new variant, Coyote LE SR, is part of a line of unmanned aerial systems called ...

Core Insights - Raytheon successfully demonstrated its DeepStrike™ autonomous mobile launcher vehicle at the U.S. Army's Project Convergence, showcasing its capability to operate without a driver [1][3] - The DeepStrike launcher is designed to enhance the U.S. Army's future fires requirements by providing a modern platform with autonomous capabilities and increased magazine depth [3] Company Overview - Raytheon, part of RTX, is a leading provider of defense solutions, focusing on integrated air and missile defense, smart weapons, advanced sensors, and missile defense systems [5] - RTX is the largest aerospace and defense company globally, with over 185,000 employees and projected sales exceeding $80 billion in 2024 [6] Technology and Development - The DeepStrike launcher utilizes a new missile developed for the U.S. Army's Joint Reduced Range Rocket program through rapid prototyping [3] - The collaboration for the DeepStrike project includes contributions from Forterra for self-driving technology, Oshkosh Defense for the vehicle platform, and Ursa Major for the missile's rocket motor [2] Future Plans - The team will continue autonomy testing over the next year, focusing on both offensive and defensive operations in challenging environments [4]

Partnership-based capability bridges the gap between data and decision-makingARLINGTON, Va., March 24, 2025 /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, has been awarded a follow-on contract from the U.S. Army Futures Command, Futures and Concepts Center to continue to utilize its Rapid Campaign Analysis and Demonstration Environment, or RCADE, modeling and simulation capability.During the initial contract, Raytheon developed large-scale theater scenarios to assess concepts of operations in a mult ...

Core Insights - Collins Aerospace is launching its Airshow™ HD entertainment system integrated into Venue™ smart monitors, providing a standalone in-flight entertainment solution for business aviation [1][2] - The system offers interactive moving maps, streaming entertainment, and 4K resolution, catering to various aircraft sizes without requiring a full Venue cabin management system upgrade [2][3] - The Airshow HD system allows for increased customization and flexibility in cabin entertainment, enabling users to control the system via a mobile application [3][4] Product Features - The standalone IFE system is designed for easy installation, maintenance, and upgrades, integrating seamlessly with aircraft connectivity systems [4][5] - It supports touchscreen smart monitors and can integrate with third-party applications, including streaming services and satellite TV [5] - Demonstrations of the Airshow HD system are being showcased at the Aircraft Electronics Association Convention & Trade Show [5] Company Overview - Collins Aerospace is part of RTX, a leading company in the aerospace and defense industry, with a workforce of 80,000 employees focused on delivering advanced technologies [6] - RTX is the largest aerospace and defense company globally, with over 185,000 employees and 2024 sales exceeding $80 billion [7]

Core Viewpoint - RTX Corporation's Raytheon segment has secured an $18.5 million contract to support missile systems, indicating strong growth potential in the defense sector due to rising global security concerns [1][2][3]. Summary by Sections RTX's Deal - The contract, valued at $18.5 million, is expected to be completed by December 2025, focusing on engineering and technical services for the Evolved Seasparrow Missile and NATO Seasparrow Missile Systems [2]. Market Trends Favoring RTX - Increased military conflicts and national security focus have led to a projected compound annual growth rate of 5% for the global missiles and missile defense systems market from 2025 to 2030 [3]. - RTX's diverse portfolio of combat-proven missiles positions the company to secure valuable contracts, enhancing future revenue prospects [4]. Prospects of RTX's Peers - Northrop Grumman Corporation (NOC) has a long-term earnings growth rate of 4.2% and is expected to see a 3% year-over-year sales growth in 2025 [5][6]. - Boeing Company (BA) has a long-term earnings growth rate of 17.4% with a projected 25.6% year-over-year sales growth in 2025 [7][8]. - Lockheed Martin Corporation (LMT) has a long-term earnings growth rate of 7.8% and is expected to achieve a 4.6% year-over-year sales growth in 2025 [9][10]. RTX Stock Performance - RTX shares have increased by 5.5% over the past month, outperforming the industry average growth of 1.3% [12].

Cockpit upgrade will enable future capabilities through its open systems architectureHUNTSVILLE, Ala., March 17, 2025 /PRNewswire/ -- Collins Aerospace, an RTX (NYSE: RTX) business, has received an $80 million contract to upgrade the avionics system of U.S. Army Black Hawk helicopters for the H-60M MOSA Avionics Architecture Solution program.The upgrade will feature Mosarc®, Collins' family of Modular Open Systems Approach (MOSA)-compliant products, and will streamline technology integration for a complex a ...

Core Viewpoint - RTX is positioned favorably in the commercial aerospace and defense sectors, benefiting from increased flight departures, production ramps from Boeing and Airbus, and heightened defense spending due to geopolitical tensions [1] RTX's Valuation - RTX stock appears undervalued based on Wall Street analyst consensus, with a price-to-free cash flow (FCF) multiple suggesting good value at around 20 times FCF for a mature industrial company [2][5] - Current market cap is $171 billion, with projected EBIT growth from $8.9 billion in 2023 to $13 billion in 2027, and FCF expected to rise from $5.5 billion in 2023 to $9.9 billion in 2027 [3] - The forward price-to-FCF multiple for 2025 is 23.9 times, but adjusting for a potential contamination issue in the geared turbofan engine could present a more attractive valuation of 20.5 times FCF [4] Near- to Medium-Term Outlook - RTX has a substantial backlog of $218 billion, including a defense backlog of $93 billion, indicating strong growth potential [6] - The commercial aerospace sector is expected to see increased production from Airbus and Boeing, with a projected 10% growth in the commercial after-market in 2025 [7] Industry Dynamics - Defense companies typically command a valuation premium due to stable government contracts, while commercial aerospace firms benefit from long-term income streams from servicing aircraft [5] - The U.S. defense budget may face cuts, which could impact future orders and long-term growth, despite current robust sales growth outlook [8][9][10] Investment Consideration - RTX presents an attractive investment opportunity with good return potential, but uncertainties regarding future orders may limit significant outperformance [11]

Group 1 - RTX has entered into three agreements with JetZero to provide key systems for a novel blended wing body aircraft demonstrator [1][2] - The collaboration aims to reduce operational costs and improve fuel efficiency in the aviation industry, with JetZero targeting a 50% reduction in fuel burn [2][3] - The demonstrator will validate technologies that could benefit various customers, including commercial, cargo, and military aircraft [3] Group 2 - Pratt & Whitney will integrate the PW2040 engine and auxiliary power unit (APU), while Collins Aerospace will provide nacelle and propulsion mounting structures [1][5] - The PW2040 engine offers thrust between 37,000 to 43,000 pounds and powers military and commercial aircraft, including the Boeing 757 [5] - Collins Aerospace has extensive experience in designing and manufacturing nacelles for major commercial aircraft programs [5] Group 3 - RTX is the world's largest aerospace and defense company, with over 185,000 employees and 2024 sales projected to exceed $80 billion [4]

Group 1: Market Overview - Defense stocks are experiencing a decline as President Trump aims to reduce military conflicts, potentially leading to lower defense budgets and revenue growth for contractors [1][2] - The Department of Government Efficiency's efforts to cut waste and fraud in defense contracts are contributing to negative sentiment in the defense sector [2] Group 2: Lockheed Martin Analysis - Lockheed Martin, the largest defense contractor, has seen its stock drop 26.9% from a high of $618.95 on October 22, 2024, and is down 7.32% year-to-date as of February 28, 2025 [3][5] - The company reported Q4 2024 revenues of $18.62 billion, a 1.3% year-over-year decline, missing Wall Street expectations by $250 million, although Q4 earnings-per-share (EPS) of $7.67 exceeded estimates by $1.05 [5][6] - Lockheed's forward guidance for 2025 projects EPS between $27.00 and $27.30, below the consensus estimate of $27.88, with expected revenues of $73.75 to $74.75 billion [6][7] - Approximately 75% of Lockheed's 2024 revenues came from servicing contracts with the U.S. Department of Defense, indicating a lack of revenue diversification [7] Group 3: RTX Analysis - RTX, formerly Raytheon, has a 12-month stock price forecast of $163.40, indicating a 27.00% upside, with a diversified revenue stream across three segments: Collins Aerospace, Pratt & Whitney, and Raytheon Technologies [8][9] - RTX reported Q4 revenue growth of 8.5% year-over-year to $21.62 billion, surpassing consensus estimates, and posted EPS of $1.54, beating expectations by 16 cents [9][10] - The company's backlog has grown to $218 billion, with $125 billion for commercial customers and $93 billion for defense, showing a balanced revenue structure [9][10] - RTX's 2025 guidance includes EPS between $6.00 and $6.15 and revenues expected between $83 and $84 billion, slightly below analyst expectations [10]