RTX Corp
RTXQ4 2024(RTX Q3 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$2.3B
AI Revenue (Q)
$734.9M
Total Revenue (Q)
$49.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
10-Q for quarter ended September 30, 2024. Total net sales = $20,089M. Raytheon segment sales = $6,347M (defense), Collins = $6,453M, Pratt & Whitney = $7,239M. Legal matters resolved. Sale of Goodrich Hoist & Winch completed in Q4 for ~$0.5B. No AI-specific revenue disclosures in any segment. The defense AI trend continues to grow (autonomous systems, AI-enhanced sensors, predictive maintenance) but without specific financial attribution. Estimate maintained at 1.5%. Math: $20,089M x 1.5% = ~$301M.
Analyzed by claude-opus-4-6
Quoted Figures
Total net sales $20,089 million for quarter ended September 30, 2024
10-Q, Condensed Consolidated Statement of Operations
Raytheon segment consolidated net sales $6,347 million; Collins Aerospace $6,453 million; Pratt & Whitney $7,239 million
10-Q Q3 FY2024, Segment Data
AI Products Identified (Ring 1)
FlightAware Foresight ML-based predictive analytics (Collins)Connected battlespace / JADC2 systems (Collins)AI-enhanced radar and electronic warfare (Raytheon)AI-enhanced missile guidance and targeting (Raytheon)Simulation and training with AI components (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 digital aviation solutionsPratt & Whitney engine health managementRaytheon defense electronics and sensorsCommand and control systems
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix