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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 for RTX's defense business. Monitor for follow-on task orders under the ATSP contract or expansion of ABAD systems to other theaters, which could increase the program's revenue contribution.

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 24d ago

Price Chart

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Executive Summary

RTX Corp (via its Raytheon subsidiary) received a $30.2M contract modification under the Advanced Technology Support Program to develop and install an Air Base Air Defense system in the AFRICOM theater. The award is small relative to RTX's annualized revenue of $88.4B, representing about 0.03%.

Key Financial Metrics

Award Amount
$30.2M
Agency
Department of Defense
Contract Type
modification
Rev Impact
+0.0%

Key Facts

  • Modification P00001 to contract HQ072726FE016 awarded to Raytheon Company, a subsidiary of RTX Corp
  • Obligation amount: $30,206,361
  • Awarding agency: Department of Defense
  • Scope: Air Base Air Defense (ABAD) system for AFRICOM theater against air, UAS, and cruise missile threats
  • RTX annualized revenue: $88.4 billion; award is ~0.03% of annual revenue

Financial Impact

$30.2 million modification, approximately 0.03% of RTX's annualized revenue

revenue

Risk Factors

  • Funding subject to continuing resolutions and DoD budget priorities
  • Execution risk in AFRICOM theater logistics and installation
  • Competitive recompete risk at contract end

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-HQ072726FE016
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
4d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$191.01awaiting T+5—$197.48 (+3.39%)
Oct 21, 2026
5d 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
13d 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
28d ago
Court Ruling
NEUTRAL ★ 3/10
$186.94 $183.29▼ −1.95%▼ −3.90%$197.48 (+5.64%)
Showing 10 of 30

US Market Status

Market Closed — Opens Tue (< 1m)

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Report published Jul 8, 2026