RTX Corporation (Raytheon)
RTXleaderRTX Corporation (formed from the 2020 Raytheon-United Technologies merger) is a defense and aerospace powerhouse spanning engines, missiles, and avionics. Pratt & Whitney's engine monopoly on the F-35 and its dominant position in air-defense missiles make RTX irreplaceable in Western defense supply chains.
उत्पाद और राजस्व
उत्पाद राजस्व हिस्सा
राजस्व विवरण ($80.8B)
स्थैतिक डेटा (लाइव वित्तीय लोड हो रहे हैं…)
सेगमेंट संरचना और प्रमुख ग्राहक
उत्पाद विवरण
F135 (F-35), GTF commercial engines, and military turbofans
Patriot, Stinger, Tomahawk, SM-3, and AIM-120 AMRAAM
Avionics, aerostructures, and aircraft systems
Cyber, ISR, and GPS receivers
Radars, EO/IR systems, and electronic warfare
आपूर्ति श्रृंखला संबंध
साझेदार
व्यापक एवं बाजार संदर्भ
NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대
미 국방예산 (FY2026)
NATO 방위비 GDP 목표
KTOS 수주 잔고
드론 시장 규모 (2030E)
आगामी उत्प्रेरक
आपूर्ति श्रृंखला समस्याएं
Pratt & Whitney GTF 엔진 파우더메탈 결함 교체 작업 지속. 총 비용 $3B+ 예상, 항공사 보상 협상 진행 중.
NATO 방공 수요 급증으로 PAC-3 MSE 연간 생산 500기→1,000기 목표. Lockheed와 공급망 공동 확충.
संस्थागत संकेत
| संस्था | कार्रवाई | मूल्य | तिमाही | फाइलिंग तिथि |
|---|---|---|---|---|
| BlackRock | accumulating | $248M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $63M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $128M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $19M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $345M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $440M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $4.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.9B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $218M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $65M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $148M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $309K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $678M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $31M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $29M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $189M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $20.5B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $4M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $102M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $408M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $1.4B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $534M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $16.9B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $350M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $540K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $8M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $3M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $220K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $8M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $9M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $717M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $5M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $465M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $587K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $101M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $2M | 2025.12 | 2026-02-17↑ |
संस्थागत स्वामित्व
13F आधार · Q4 2025| संस्था | परिवर्तन | स्वामित्व % | पिछली तिमाही | शेयर | मूल्य | SEC |
|---|---|---|---|---|---|---|
| Vanguard | बनाए रखा | 8.40% | — | 106.0M शेयर | $6,800M | 13F |
| State Street | बनाए रखा | 4.00% | — | 50.0M शेयर | $3,200M | 13F |
| Capital Research | बढ़ाई गई | 1.40% | — | 17.0M शेयर | $1,100M | 13F |
| Fidelity | बढ़ाई गई | 0.97% | — | 12.0M शेयर | $780M | 13F |
ताज़ा खबर
AI विश्लेषण
RTX Corporation (Raytheon) का AI आपूर्ति श्रृंखला विश्लेषण प्राप्त करने के लिए "AI विश्लेषण प्राप्त करें" पर क्लिक करें।
संबंधित मैक्रो थीम
सभी थीम देखेंकंपनी जानकारी
न्यूज़ गैप स्कोर
संस्थागत गतिविधि
71
मीडिया स्कोर
42
कैस्केड स्थिति
कैस्केड में भूमिका
first follower
सामान्य देरी
0-1 trading days
RTX's Raytheon segment competes and partners with LMT on missile defense; LMT strength implies robust munitions spending.
पूरा कैस्केड देखेंक्षेत्र अवलोकन — 방산
क्षेत्र समाचारNATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대
미 국방예산 (FY2026)
NATO 방위비 GDP 목표
KTOS 수주 잔고
드론 시장 규모 (2030E)
मुख्य विषय
- •NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
- •Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
- •우크라이나 재건 + 방공망 현대화 수요
आगामी उत्प्रेरक
- ◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)
- ◆KTOS 국방부 드론 계약 발표