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GOVT-CONTRACT ·Filed Jul 8, 2026

RTX

RTX Corp
NEUTRAL
Impact 2/10
Horizonmonths Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine contract modification within RTX's existing DoD sustainment portfolio. Monitor for follow-on task orders under the same IDIQ vehicle and any changes in F117 fleet sustainment funding levels.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
RTX ▼ -5.08% at T+60d
NEUTRAL call -5.08% · α vs SPY -7.71% · entry $194.55 → $184.68
Entry = T+0 close
Jul 9, 2026
via day close
T+1d
+0.37%
call +0.37% · α -0.06%
$195.28
settled 4mo ago
T+5d
-0.43%
call -0.43% · α -0.30%
$193.72
settled 3mo ago
T+20d
+14.37%
call +14.37% · α +12.13%
$222.51
settled 3mo ago
T+60d
-5.08%
call -5.08% · α -7.71%
$184.68
settled 25d ago

Price Chart

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Executive Summary

RTX Corp received a $234.2 million task order modification from the Department of Defense for F117 engine sustainment services (FY26). The award represents approximately 0.26% of RTX's annualized revenue, a routine contract action for a major defense contractor.

Key Financial Metrics

Award Amount
$234.2M
Agency
Department of Defense
Contract Type
task_order
Rev Impact
+0.3%

Key Facts

  • Modification P00003 to contract FA812426F0004 obligates $234,178,981
  • Awarding agency is the Department of Defense
  • Work is for F117 ESS FY26 task order (engine sustainment services)
  • RTX annualized revenue is approximately $88.4 billion

Financial Impact

$234.2 million task order modification, approximately 0.26% of annualized revenue

revenue

Risk Factors

  • Funding subject to annual appropriations and continuing resolutions
  • Execution risk on sustainment of aging engine fleet

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-FA812426F0004
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 8, 2026