RTX Corp
RTXQ1 2026(RTX Q4 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-K Filing
View 10-K on SEC.govAnalysis
10-K for year ended December 31, 2025. Full-year consolidated net sales = $88,603M. Collins = $30,196M, Pratt & Whitney = $32,916M, Raytheon = $28,043M. Segment operating profit: Collins $4,923M (16.3%), P&W $2,596M (7.9%), Raytheon $3,227M (11.5%). Collins highlights FAA Radar System Replacement, STARS contract, satellite communications, VLF comms for U.S. Navy, and $4B+ in MRO/spares long-term agreements. Also selected for Clean Aviation PHARES project with hybrid-electric engine. Raytheon describes advanced weapons, defense electronics, cyber, AI-enabled sensors, and autonomy programs. Pratt & Whitney GTF fleet expanded to 2,600+ aircraft, aftermarket network to 21 facilities. RTX continues to embed AI deeper into defense and aerospace platforms, but there is zero AI-specific financial disclosure. The 2.0% estimate reflects the broad but thin AI exposure across all three segments: AI is a feature, not a product. Math: Full-year $88,603M x 2.0% = ~$1,772M implied annual AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
2025 Segment Net Sales: Collins $30,196M, Pratt & Whitney $32,916M, Raytheon $28,043M; Consolidated $88,603M
10-K FY2025, Segment Financial Data
Collins was awarded a contract to deliver satellite communication systems... Collins was also awarded a contract by the FAA to support the Radar System Replacement program
10-K FY2025, Item 1 Business - Collins Aerospace
Collins secured over $4 billion in combined long-term agreements to provide new maintenance, repair and overhaul services, and long-term contracts to provide spare parts
10-K FY2025, Item 1 Business - Collins Aerospace
The GTF aftermarket network expanded to 21 facilities worldwide, increasing PW1100G-JM shop visit output by approximately 26% year over year in 2025
10-K FY2025, Item 1 Business - Pratt & Whitney
Raytheon is a premier provider of defense and government electronics technology, sensors and systems, advanced radar systems... cybersecurity solutions... command, control and communications systems
10-K FY2025, Item 1 Business - Raytheon
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 Radar System Replacement and STARS automation (Collins)Satellite communications with AI-enabled processing (Collins)Predictive maintenance analytics (Collins, Pratt & Whitney)Hybrid-electric PHARES engine project (Collins + Pratt & Whitney Canada)
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 systemsNext Generation Adaptive Propulsion (NGAP) program
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix