RTX Corp
RTXQ1 2024(RTX Q4 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-K Filing
View 10-K on SEC.govAnalysis
10-K for year ended December 31, 2023. Three-segment structure (Collins, Pratt & Whitney, Raytheon) with prior periods recast. Full-year net sales = $68,920M. Collins descriptions highlight connected battlespace, JADC2, FlightAware data analytics, and simulation/training. Raytheon segment covers missiles, defense, intelligence, space, and cyber. The CIS business is still part of Raytheon (sale completed March 2024). No AI-specific revenue segment or management-stated AI figures anywhere in the 10-K. The word 'artificial intelligence' does not appear as a financial metric. Conservative estimate at 1.5% maintained.
Analyzed by claude-opus-4-6
Quoted Figures
Collins also provides connected aviation solutions and services through worldwide voice and data communication networks, airport systems and integrations, and air traffic management solutions
10-K FY2023, Item 1 Business - Collins Aerospace
Collins supports government and defense customer missions by providing systems solutions for connected battlespace, test and training range systems, crew escape systems, and simulation and training
10-K FY2023, Item 1 Business - Collins Aerospace
Raytheon is a premier provider of defense and government electronics, sensors, systems, software and services... integrated air and missile defense systems... advanced sensors... cyber and software solutions... command and control systems
10-K FY2023, Item 1 Business - Raytheon
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)Cybersecurity, Intelligence and Services (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