RTX Corp
RTXQ4 2025(RTX Q3 FY2025)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$3.4B
AI Revenue (Q)
$1.2B
Total Revenue (Q)
$59.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
10-Q for quarter ended September 30, 2025. Total net sales = $22,478M (strong growth, +11.9% YoY). Collins = $7,000M, Pratt & Whitney = $8,424M, Raytheon = $7,003M. Completed sale of actuation/flight control to Safran (July 21, 2025, $1.8B gross). Simmonds Precision Products sale completed October 6, 2025. Raytheon segment continues growing, especially fixed-price contracts. Total RPO = ~$251B. No AI-specific revenue disclosures. Estimate maintained at 2.0%. Math: $22,478M x 2.0% = ~$450M.
Analyzed by claude-opus-4-6
Quoted Figures
Total net sales $22,478 million for quarter ended September 30, 2025
10-Q, Condensed Consolidated Statement of Operations
Collins Aerospace $7,000M, Pratt & Whitney $8,424M, Raytheon $7,003M consolidated net sales
10-Q Q3 FY2025, Segment Data
On July 21, 2025, we completed the previously announced sale of the actuation and flight control business within our Collins segment for gross proceeds of $1.8 billion
10-Q Q3 FY2025, Note 2: Acquisitions and Dispositions
Total RPO was approximately $251 billion as of September 30, 2025
10-Q Q3 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