RT Big Serge ☦️🇺🇸🇷🇺 (@witte_sergei)So, between the F-35 getting hit deep in Iranian airspace and the fact that the strategic bomber group out of Britain is still slinging JASSMs, seems pretty obvious that the US doesn’t have air superiority over Iran itself, despite previous claims. ...

So the difference between air superiority and air supremacy is that air superiority just means that you have an advantage over your opponent or adversary in the air, that you can operate more easily, you can inflict damage on them, and it is more difficult for them to do those same type of operation. As to primacy means that you completely dominate, that you can operate without any opposition and that you can do what you want and not have to worry about being attacked and shot down or opposed in any way. Th ...

RT 🇷🇺 WARGONZO -ULYANA STRIZH 🇷🇺 (@UlyanaStrizh)Air superiority over Iran has not been achievedThere is a misconception in the information space that the US and Israel have established full control over Iran's airspace, eliminating the threat from the Islamic Republic's ground-based air defense systems. This is completely untrue, and the American military has never directly stated this.The most obvious indication of the aggressor countries' lack of full control over Iran's airspace is the continued tactic o ...

HERE'S CRAIG MELVIN. >>> AND A GOOD MONDAY MORNING TO YOU. WE'RE COMING ON THE AIR WITH BREAKING NEWS. WE'RE STANDING BY FOR AN UPDATE ON THE WAR IN IRAN.THE U.S. MILITARY CARRYING OUT MORE THAN 1,000 STRIKES INSIDE THAT COUNTRY. DEFENSE SECRETARY PETE HEGSETH ABOUT TO START SPEAKING THERE AT THE PENTAGON JUST MOMENTS FROM NOW. FIRST, THOUGH, LET'S GO TO GARRETT HAAKE, HE IS STANDING BY FOR US AT THE WHITE HOUSE.GARRETT, APOLOGIES IN ADVANCE IF I HAVE TO CUT YOU OFF WHEN THE DEFENSE SECRETARY STARTS, BUT WE ...

✈️🇮🇱 IDF DECLARES AIR SUPERIORITY OVER TEHRAN, BEGINS 24/7 STAND-IN STRIKES ON CAPITALIsrael says it has established full air superiority over Tehran and is now using stand-in weapons, jets flying directly over the city, for around-the-clock strikes.The IDF claims 1,200 strikes in the last 24 hours, surpassing its entire 12-day war. The U.S. has carried out 900 strikes. ...

Core Insights - Raytheon and the U.S. Air Force successfully conducted the longest known AMRAAM air-to-air missile shot by a fifth-generation fighter, showcasing the missile's extended time of flight capability [1][2]. Group 1: AMRAAM Missile Performance - The tests demonstrated that AMRAAM can significantly enhance the lethality of fifth-generation aircraft, a result of the U.S. Air Force's form, fit, function refresh (F3R) development effort and Raytheon's investment in AMRAAM's research and development [2]. - AMRAAM has been a trusted air dominance weapon for over 30 years, integrated on 14 platforms across 43 countries, with more than 6,000 successful live fires and near-perfect success in active conflicts [3]. Group 2: Industry Context - Achieving air superiority in future contested battlespaces relies on the precision and lethality of air-to-air missiles, with AMRAAM recognized as the gold standard in the air dominance arena [3]. - Raytheon, as part of RTX, is a leading provider of defense solutions, focusing on integrated air and missile defense, smart weapons, and advanced sensors, among other technologies [5]. - RTX is the world's largest aerospace and defense company, with over 185,000 employees and 2024 sales exceeding $80 billion, advancing technology and integrated defense systems [6].

Market Trends & Geopolitical Landscape - Escalating global conflict translates to defense stock outperformance, indicating a positive outlook for the sector [2] - NATO allies are expected to commit 5% of GDP on defense spending, representing hundreds of billions of dollars in incremental procurement [4] - Germany and Japan are rearming, further stimulating defense spending globally [4][5] Key Players & Opportunities - Analysts see positive stock implications for Elbert, Boeing, Lockheed Martin, Northrop Grumman, and RTX, particularly in aircraft, missiles, bombs, and missile defense [2][3] - Boeing is expected to benefit from aerial refueling tanker replenishment for the US and Israel [3] - US defense products are expected to remain in demand in the near to medium term due to technological prowess and capabilities [5] Military Operations & Technological Superiority - Operation Midnight Hammer showcased American military capabilities with 125 aircraft and 75 missiles launched, including 14 GBU 57 massive ordinance penetrators [1] - The operation included the largest B2 operational strike in US history and the second longest B2 mission ever flown [1] - Air superiority still matters, supporting continued spending on exquisite systems costing billions to make and maintain [2]

Financial Data and Key Metrics Changes - The company reported a backlog of 361 F-35 jets, with an additional 150 expected to be added soon, indicating a strong position in production [16] - The F-35 program accounts for approximately 30% of the company's revenues, with production rates expected to remain flat at 156 units per year [29][15] - The company anticipates low single-digit growth in F-35 production and sustainment, with high single-digit growth expected in sustainment as the number of deployed jets increases [30] Business Line Data and Key Metrics Changes - In Aeronautics, the F-35 sustainment is the largest growth factor, alongside F-35 production [12] - The Space segment is seeing growth in strategic missile defense, including hypersonics and fleet ballistic missile programs [12][73] - The Missiles and Fire Control (MFC) segment is expected to experience high single-digit growth, with potential for double-digit growth in some years due to strong demand [49] Market Data and Key Metrics Changes - International sales accounted for 29% of sales in the missiles and fire control segment, with Europe being the largest growth area [51] - The company sees significant opportunities in the Middle East, particularly in air superiority capabilities for Saudi Arabia, Qatar, and UAE [7][9] - The company is focusing on international co-production opportunities, particularly in Europe and Asia Pacific [62] Company Strategy and Development Direction - The company aims to enhance air superiority capabilities and is exploring longer-term production and sustainment agreements to stabilize the supply chain [4][44] - The Golden Dome initiative is a strategic focus, with the company positioned to contribute across various areas, including space sensors and missile defense systems [5][66] - The company is advocating for a shift in government contracting to allow for more flexible and innovative approaches to defense procurement [79][82] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth of defense budgets and the strategic approach of the government, which is expected to benefit the company [11] - The operational challenges include managing legacy contracts and supply chain issues, but the management team is focused on cost, quality, and schedule [6] - The company is optimistic about the future, particularly regarding the integration of new technologies into existing platforms like the F-35 [39] Other Important Information - The company is working on the Tech Refresh 3 (TR3) for the F-35, which is expected to enhance the aircraft's capabilities [22][24] - The company has made commitments to co-produce components in India, demonstrating a long-term partnership strategy [37][38] - The company is exploring the potential for classified programs, which are seen as long-term growth opportunities despite current cost pressures [58] Q&A Session Summary Question: What is the growth outlook for the F-35 program? - The F-35 program is expected to maintain a production rate of 156 units per year, with strong international demand supporting this level even if U.S. orders fluctuate [14][15] Question: How is the company addressing supply chain challenges? - The company is actively working to improve supply chain resilience and is exploring partnerships to mitigate bottlenecks, particularly in solid rocket motors [56][57] Question: What are the expectations for international sales growth? - International sales are expected to continue growing, with a focus on Europe, Asia Pacific, and the Middle East as key regions for expansion [52][53]