RTX Corp
RTXQ2 2022(RTX Q1 FY2022)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$1.8B
AI Revenue (Q)
$254.3M
Total Revenue (Q)
$17.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
RTX (then Raytheon Technologies) reports four segments: Collins Aerospace, Pratt & Whitney, Raytheon Intelligence & Space (RIS), and Raytheon Missiles & Defense (RMD). No AI-specific revenue segment, line item, or management-stated figure exists in the 10-Q for the quarter ended June 30, 2022. Total net sales = $16,314M. AI exposure is deeply embedded: RIS performs intelligence, surveillance, reconnaissance, and cyber operations with some ML/AI components; Collins integrated FlightAware Foresight (ML-based predictive analytics) following Nov 2021 acquisition; RMD produces missile defense systems with AI-enhanced targeting. However, AI is a feature within broader defense/aerospace hardware programs, not a standalone revenue stream. Conservative estimate: ~1.5% of revenue attributable to AI-enabled product differentiation. Math: $16,314M x 1.5% = ~$245M estimated AI-attributable revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total Net Sales $16,314 million for quarter ended June 30, 2022
10-Q, Condensed Consolidated Statement of Operations
Collins integrated the FlightAware Foresight portfolio of industry-leading machine learning based predictive analytics, following Collins acquisition of FlightAware in November 2021
10-K FY2022, Item 1 Business - Collins Aerospace
AI Products Identified (Ring 1)
FlightAware Foresight ML-based predictive analytics (Collins)ISR systems with AI/ML components (RIS)AI-enhanced missile guidance and targeting (RMD)JADC2 connected battlespace initiatives (Collins)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Collins avionics and flight control systemsPratt & Whitney engine health managementRaytheon radar and electronic warfare systemsCybersecurity and intelligence services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix