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GOVT-CONTRACT ·Filed Jul 23, 2026

RTX

RTX Corp
NEUTRAL
Impact 3/10
Horizonmonths Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a sustainment contract modification, indicating ongoing program support rather than new business. Monitor future DoD budget developments and any follow-on awards for this sustainment program to assess revenue visibility beyond FY28.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
RTX ▼ -9.42% at T+60d
NEUTRAL call -9.42% · α vs SPY -13.40% · entry $212.09 → $192.11
Entry = T+0 close
Jul 24, 2026
via day close
T+1d
+2.65%
call +2.65% · α +2.62%
$217.70
settled 3mo ago
T+5d
+1.14%
call +1.14% · α +0.05%
$214.51
settled 3mo ago
T+20d
-1.03%
call -1.03% · α -4.65%
$209.91
settled 2mo ago
T+60d
-9.42%
call -9.42% · α -13.40%
$192.11
settled 8d ago

Price Chart

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Executive Summary

RTX Corporation received a $451.3 million modification (P00006) to contract N0001926C0112 from the Department of Defense for FY26-28 annual sustainment UCA definitization. The award represents approximately 0.51% of RTX's annualized revenue of $88.4 billion, a routine but notable contract action for a major defense contractor.

Key Financial Metrics

Award Amount
$451.3M
Agency
Department of Defense
Contract Type
modification
Rev Impact
+0.5%

Key Facts

  • Modification P00006 to contract N0001926C0112 valued at $451,342,455
  • Awarding agency: Department of Defense
  • Action date: July 23, 2026
  • Description: FY26-28 Annual Sustainment UCA Definitization
  • RTX annualized revenue (Q1 FY2026 annualized): $88.4 billion
  • Award is approximately 0.51% of annualized revenue

Financial Impact

$451.3 million modification, ~0.51% of annualized revenue

revenue

Risk Factors

  • Funding subject to annual appropriations and potential continuing resolutions
  • Modification is a definitization of an undefinitized contract action (UCA), suggesting prior uncertainty on pricing now resolved
  • No information on competition, sole-source status, or number of offers provided

Investment Themes

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-N0001926C0112
30 reports for RTX
Performance horizon
71% Hit rate @ T+5 5 of 7 directional calls Went positive at some point 6 of 9 best @ T+60▲ +4.09%Apr 21, 2026
Filters
Rows
Reports for RTX — sortable, filterable
TypeNow
Oct 22, 2026
5d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$191.01awaiting T+5—$197.48 (+3.39%)
Oct 21, 2026
6d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$194.71awaiting T+5—$197.48 (+1.42%)
Oct 20, 2026
6d ago
8-K
BULLISH ★ 7/10
$193.34awaiting T+5—$197.48 (+2.14%)
Oct 20, 2026
6d ago
Press Release
BULLISH ★ 7/10
$193.34awaiting T+5—$197.48 (+2.14%)
Oct 16, 2026
10d ago
Institutional Cluster
BULLISH ★ 4/10
$192.11 $197.48▲ +2.80%▲ +2.94%$197.48 (+2.80%)
Oct 13, 2026
14d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$186.47 $191.60▲ +2.75%▲ +2.30%$197.48 (+5.90%)
Oct 12, 2026
14d ago
Press Release
NEUTRAL ★ 4/10
$186.66 $192.11▲ +2.92%▲ +4.41%$197.48 (+5.80%)
Oct 1, 2026
25d ago
Press Release
BULLISH ★ 6/10
$184.68 $185.97▲ +0.70%▼ −0.46%$197.48 (+6.93%)
Sep 28, 2026
28d ago
Press Release
BULLISH ★ 6/10
$186.94 $183.29▼ −1.95%▼ −3.90%$197.48 (+5.64%)
Sep 28, 2026
29d ago
Court Ruling
NEUTRAL ★ 3/10
$186.94 $183.29▼ −1.95%▼ −3.90%$197.48 (+5.64%)
Showing 10 of 30

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Report published Jul 23, 2026