RTX Corp
RTXQ3 2025(RTX Q2 FY2025)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$3.4B
AI Revenue (Q)
$780.5M
Total Revenue (Q)
$39.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
10-Q for quarter ended June 30, 2025. Total net sales = $21,581M (strong growth, +9.4% YoY). Collins = $6,929M, Pratt & Whitney = $7,631M, Raytheon = $6,967M. Collins continues to expand digital aviation services. Raytheon fixed-price contracts growing ($3,991M vs $2,976M cost-type). Agreement to sell Simmonds Precision Products (~$0.8B) announced June 30, 2025; completed sale of actuation/flight control business to Safran on July 21, 2025. Total RPO = ~$236B. No AI-specific revenue disclosures. Estimate maintained at 2.0%. Math: $21,581M x 2.0% = ~$432M.
Analyzed by claude-opus-4-6
Quoted Figures
Total net sales $21,581 million for quarter ended June 30, 2025
10-Q, Condensed Consolidated Statement of Operations
Collins Aerospace $6,929M, Pratt & Whitney $7,631M, Raytheon $6,967M consolidated net sales
10-Q Q2 FY2025, Segment Data
Total RPO was approximately $236 billion as of June 30, 2025
10-Q Q2 FY2025, Note 19: Remaining Performance Obligations
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