RTX Corp
RTXQ3 2023(RTX Q2 FY2023)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$2.0B
AI Revenue (Q)
$274.7M
Total Revenue (Q)
$18.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
10-Q for quarter ended June 30, 2023. Four segments still in place (reorganization to three segments effective July 1, 2023). Total net sales = $18,315M. Company name changed to RTX Corporation. Collins awarded 6,000 router milestone for airline digital transformation and selected as C2 supplier for Australian Air6500 effort. No AI-specific revenue disclosures. Estimate maintained at 1.5%. Math: $18,315M x 1.5% = ~$275M.
Analyzed by claude-opus-4-6
Quoted Figures
Total net sales $18,315 million for quarter ended June 30, 2023
10-Q, Condensed Consolidated Statement of Operations
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 systems (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