RTX Corp
RTXQ1 2023(RTX Q4 FY2022)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$1.9B
AI Revenue (Q)
$254.3M
Total Revenue (Q)
$17.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
10-K for year ended December 31, 2022. Full-year total net sales = $67,074M (derived from 9-month $48,981M + Q4 implied). The 10-K describes the four segments in detail. Collins mentions JADC2 initiatives including the MAPS Gen II contract and Air Launched Effects mission system, plus FlightAware Foresight ML analytics. RIS and RMD handle intelligence, cyber, radar, and missile systems with embedded AI capabilities. No AI-specific revenue line item or management figure. The company announced plans to reorganize from four segments to three in H2 2023. Conservative estimate: 1.5%. No change from prior quarters given absence of any AI revenue acceleration evidence.
Analyzed by claude-opus-4-6
Quoted Figures
Collins was awarded significant defense contracts... including multiple awards related to enabling the Department of Defense's Joint All Domain Command and Control (JADC2) initiatives for the connected battlespace
10-K FY2022, Item 1 Business - Collins Aerospace
Collins integrated the FlightAware Foresight portfolio of industry-leading machine learning based predictive analytics
10-K FY2022, Item 1 Business - Collins Aerospace
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)MAPS Gen II positioning/navigation (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