RTX Corp
RTXQ4 2023(RTX Q3 FY2023)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$2.1B
AI Revenue (Q)
$202.0M
Total Revenue (Q)
$13.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
10-Q for quarter ended September 30, 2023. Effective July 1, 2023, RTX reorganized from four segments to three: Collins Aerospace, Pratt & Whitney, and Raytheon (combining former RIS and RMD). Total net sales = $13,464M (significantly lower due to Pratt & Whitney Powder Metal Matter charge impact). The Raytheon segment now includes all defense intelligence, cyber, missile, and space capabilities. No AI-specific revenue disclosures. CIS business (most AI-adjacent within Raytheon) still part of the company. Estimate maintained at 1.5%. Math: $13,464M x 1.5% = ~$202M.
Analyzed by claude-opus-4-6
Quoted Figures
Total net sales $13,464 million for quarter ended September 30, 2023
10-Q, Condensed Consolidated Statement of Operations
Effective July 1, 2023, we implemented a new organizational structure resulting in a change from four segments to three segments
10-Q Q3 FY2023, Notes - Segment Data
AI Products Identified (Ring 1)
FlightAware Foresight ML-based predictive analytics (Collins)Connected battlespace / C2 systems (Collins)AI-enhanced radar and electronic warfare (Raytheon)AI-enhanced missile guidance and targeting (Raytheon)Cybersecurity, Intelligence and Services (Raytheon)
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 managementRaytheon defense electronics and sensorsSimulation and training solutions
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix