RTX公司动态 - RTX旗下雷神公司向美国导弹防御局交付首台配备全氮化镓(GaN)技术的AN/TPY-2雷达 该雷达集成CX6高性能计算软件 可提升目标识别精度与电子攻击防护能力 预计将提振2025年第二季度收入[1] - AN/TPY-2雷达采用X波段增强探测清晰度 具备弹道导弹侦测跟踪与区分能力 提供上升段探测与下降段拦截制导两种版本 在现代导弹防御系统中具有关键作用[3] - 过去六个月RTX股价上涨13.8% 超越行业11.1%的涨幅[10] 雷达行业机遇 - 地缘政治紧张推动多国国防预算显著增长 军事雷达需求持续提升 Mordor Intelligence预测2025-2030年军用雷达市场复合增长率达5.2%[2][4] - RTX产品组合包含SPY-6 AN/APG-79等多款实战验证雷达系统 持续交付将巩固未来收入增长[5] 同业竞争者分析 - 洛克希德马丁(LMT)雷达产品覆盖45国六大洲 主力产品包括TPY-4 SPY-7等 2025年销售预计同比增长4.6% 长期盈利增长率10.5%[6][7] - 诺斯罗普格鲁曼(NOC)在AESA雷达领域有60年技术积累 产品含AN/ZPY-5等 2025年销售预计增长2.8% 长期盈利增长率3.3%[7][8] - L3Harris(LHX)拥有SPS-48等系列雷达产品 2025年销售预计微增1% 但长期盈利增长率达12%[8][9]

RTX Corporation’s (RTX) unit, Raytheon, recently clinched a contract for the production and delivery of Next Generation Jammer Mid-Band (NGJ-MB) pod shipsets. The award has been provided by the Naval Air Systems Command, Patuxent River, MD.Details of the Deal Secured by RTXValued at $580.6 million, the contract is expected to be completed by November 2028. Per the terms of the deal, RTX will deliver additional NGJ-MB pods for the Royal Australian Air Force, along with spares and specialized support equipmen ...

Latest radar version supports hypersonic missile defense ANDOVER, Mass., May 19, 2025 /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, has delivered the first AN/TPY-2 radar to the U.S. Missile Defense Agency with a complete Gallium Nitride, or GaN, populated array. The AN/TPY-2 is a missile defense radar that is ready to defend the U.S. homeland and American allies by detecting, tracking and discriminating ballistic missiles in multiple phases of flight.GaN provides greater sensitivity to increase ra ...

Electronic attack capability will counter new and emerging adversary threatsMCKINNEY, Texas, May 16, 2025 /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, has been awarded a $580 million follow-on production contract from the U.S. Navy for the Next Generation Jammer Mid-Band (NGJ-MB) system.Under the contract, Raytheon will provide additional production NGJ-MB pod shipsets, including pods for the Royal Australian Air Force, as well as spares and peculiar support equipment."Offensive Electronic Attack ...

Representative Josh Gottheimer’s latest stock disclosure, as picked up by Finbold’s Congressional trading radar, revealed a suspiciously timed Raytheon (NYSE: RTX) purchase. Although only unveiled on May 14, the RTX stock investment, worth up to $15,000, was made on April 24, weeks ahead of a massive government contract modification.Page 11 out of 14 in Representative Gottheimer’s May 14 disclosure, featuring the RTX stock trade. Source: U.S. CongressGottheimer buys RTX stock ahead of $2.1 billion missile c ...

ABU DHABI, May 16, 2025 /PRNewswire/ -- Today, Tawazun Council; aerospace and defense company RTX (NYSE: RTX); and Emirates Global Aluminium (EGA), the world's largest producer of "premium aluminium," signed a memorandum of understanding to establish EGA as a new producer of gallium, a critical mineral used across global supply chains.This initiative would create gallium extraction and refining capabilities at EGA's alumina refinery in Abu Dhabi and make the UAE the world's second largest producer of galliu ...

RTX Corporation’s (RTX) unit, Raytheon, recently secured a $2.13 billion modification contract involving the Standard Missile-3 (SM-3) Block missile. The majority of the work related to this contract will be performed in Tucson, AZ, and Huntsville, AL.Details of RTX’s DealPer the terms of this deal, RTX will offer management, materials and services associated with the sustaining engineering and product support services of the SM-3 missile variants for the U.S. and Foreign Military Sales partners. This contr ...

RTX Corp. (RTX) recently revealed that its PhantomStrike radar has completed its inaugural flight test in Ontario, CA. During the test, PhantomStrike effectively tracked multiple airborne targets and delivered high-resolution terrain mapping, demonstrating its advanced capabilities.It is the industry’s first fully air-cooled, fire-control radar, engineered for long-range threat detection, tracking and targeting. Amid the evolving landscape of the global threat environment, such an announcement involving an ...

I last covered Lockheed Martin (NYSE: LMT ) more than a year ago, in March 2024. In an article entitled "Lockheed Martin: Robust Backlog As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat S&P 500 but also avoid heavy drawdowns despite the extreme volatilities in BOTH th ...

ARLINGTON, Va., May 1, 2025 /PRNewswire/ -- RTX (NYSE: RTX) announced today that its Board of Directors declared a dividend of 68 cents per outstanding share of RTX common stock, which represents an increase of 7.9 percent over the prior quarter's dividend amount. The dividend will be payable on June 12, 2025 to shareowners of record at the close of business on May 23, 2025."Today's dividend increase reflects our confidence in executing on RTX's robust backlog, the long-term cash generation power of our com ...