RTX Corp
RTXQ1 2025(RTX Q4 FY2024)Estimated1.8% AI
AI Revenue %
1.8%
AI Fair Value
$3.0B
AI Revenue (Q)
$881.9M
Total Revenue (Q)
$49.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
10-K for year ended December 31, 2024. Full-year consolidated net sales = $80,738M. Collins = $28,284M, Pratt & Whitney = $28,066M, Raytheon = $26,713M (after CIS divestiture and eliminations). The 10-K describes expanded segment reporting under ASU 2023-15. Collins highlights FAA STARS contract, ATNAVICS, Survivable Airborne Operations Center, and expanded digital/connected aviation services. Raytheon describes advanced weapons, sensors, cybersecurity, and C2 systems including AI-enabled capabilities. Slight upward revision to 1.8% reflecting: (1) growing defense AI integration across Raytheon programs especially in advanced radar, autonomous systems, and AI-enabled C2; (2) Collins expanding digital aviation and predictive analytics services; (3) broader industry trend of AI becoming more integral to defense platforms. Still no AI-specific financial disclosures. Math: Full-year $80,738M x 1.8% = ~$1,453M implied annual AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Collins was awarded expanded contract scope for the FAA air traffic control automation system... Collins was also awarded contracts to supply spare parts for the Army Tactical Navigation System and to design, develop, and deliver systems and products for a new aircraft under the USAF Survivable Airborne Operations Center program
10-K FY2024, Item 1 Business - Collins Aerospace
Raytheon is a premier provider of defense and government electronics, sensors and systems... advanced sensors, training, C2, cyber, software solutions, and mission support services for the intelligence community
10-K FY2024, Item 1 Business - Raytheon
2024 Segment Net Sales: Collins $28,284M, Pratt & Whitney $28,066M, Raytheon $26,713M; Consolidated $80,738M
10-K FY2024, Segment Financial Data
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)FAA air traffic automation and digital 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