RTX Corp
RTXQ2 2025(RTX Q1 FY2025)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$3.4B
AI Revenue (Q)
$386.1M
Total Revenue (Q)
$19.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
10-Q for quarter ended March 31, 2025. Total net sales = $20,306M. Collins = $6,587M, Pratt & Whitney = $7,365M, Raytheon = $6,300M. Raytheon segment shows shift from cost-type to fixed-price contracts ($3,605M fixed vs $2,695M cost-type), reflecting program maturation that often includes more embedded AI in production systems. Collins expanding digital aviation ecosystem. No AI-specific revenue disclosures. Modest increase to 2.0% reflecting continued maturation of AI-enabled defense programs and growing digital/analytics services at Collins. Math: $20,306M x 2.0% = ~$406M.
Analyzed by claude-opus-4-6
Quoted Figures
Total net sales $20,306 million for quarter ended March 31, 2025
10-Q, Condensed Consolidated Statement of Operations
Collins Aerospace $6,587M, Pratt & Whitney $7,365M, Raytheon $6,300M consolidated net sales
10-Q Q1 FY2025, Segment Data
Raytheon fixed-price $3,605M, cost-type $2,695M
10-Q Q1 FY2025, Raytheon Contract Type Disaggregation
AI Products Identified (Ring 1)
FlightAware Foresight ML-based predictive analytics (Collins)Connected battlespace / JADC2 / C2 systems (Collins)AI-enhanced radar, sensors, electronic warfare (Raytheon)AI-enhanced missile guidance and autonomous targeting (Raytheon)Simulation and training with AI/ML components (Collins)Air traffic automation and digital aviation systems (Collins)Predictive maintenance analytics (Collins, Pratt & Whitney)
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 digital aviation solutionsPratt & Whitney engine health management and GTF fleet analyticsRaytheon defense electronics and integrated air defenseCommand, control, and communications systems
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix