RTX

Pleasant_Arugula7571

The replenishment trade is real but the timing asymmetry is what most people are getting wrong. RTX's Tomahawk production doubled after the February contract, but "doubled" from a rate of maybe 150-200/month still isn't a large number when you've burned through hundreds in 100 hours. Revenue recognition on those contracts lags 18-24 months at minimum. The cleaner signal IMO is what happens with the supplemental appropriations process. If operations extend past 60 days this goes to Congress, and the specific line items in that bill tell you exactly who's getting paid and when. That's where the durable re-rating comes from, not the spot news cycle. On AVAV: the binary contract situation concerns me more than the BlueHalo comp. If the outcome on that contract is negative, the headline revenue number doesn't matter.

SomePolack

USO, RTX calls SPY, GLD puts  how fucked am I 

interstellar-dust

Calls on RTX, BOE, LM, NOC, let’s go.

acceinvestments

Good point and worth correcting the detail: the February RTX deal wasn't specifically to double tomahawk production, it was a 7-year framework to raise output across five munitions including Tomahawk to 1,000+ annually. RTX declined to confirm the current baseline but said some munitions would grow 2-4x. Here's the part that doesn't support the "already priced in" case though: 1,000 Tomahawks a year is roughly 20 per week. Operation Epic Fury reportedly consumed multiples of that in the opening hours. The replenishment math runs for years, not months, regardless of when the contract was signed.

acceinvestments

Fair point, I'll own the imprecision. What I was getting at isn't that they're obscure names, it's that the concentration matters. LMT derives over 90% of revenue from defense. RTX is around 60%. These aren't diversified industrials where defense is one division among many. The "broad sector" framing actually undersells how leveraged these companies are to exactly the spending cycle that's playing out right now.

wrongrobertpatrick

RTX gonna take off now

MrMcjibblets1990

FFS sake... IWM puts, calls on CVX and RTX.... What in the actual fuck

wrongrobertpatrick

now make RTX go up mm gods

gaflar

They're also not the specific companies making the missiles. RTX is a holding company. Raytheon Missiles & Defense is the division that makes the missiles. You can't buy the specific comoany without buying thw broad sector name, lol.

MrMcjibblets1990

Here I thought war was supposed to be good for oil, and defense stocks.... Fuck off CVX and RTX

StrikingSolution3240

RTX and OIL calls it is...

wrongrobertpatrick

RTX climbing back up

wrongrobertpatrick

Time for RTX to wake up

bigmeatbag

All I know is all in on RTX, even Iran buying them tomahawks baby, Raytheon 🚀🚀🚀

Stocks_N_Bondage

No but I bot RTX and LHX tho

beltbucklebellybite

Wierd thong is that in today's recovery my only stock that dropped was RTX. You'd think defense contractors would be gold but tech and industrials were up. Go figure

bigmeatbag

Donnie said the tomahawk missile that blew up the girls school "could have been anyone's". Is he telling us to buy more calls on Raytheon RTX because they can sell them to anyone now?

wrongrobertpatrick

KTOS, DRS, RTX, RCAT, ONDS, UMAC and UAVS — especially DRS

version-two

Still holding my RTX calls. Gonna print.

tika_dengu

Defense stocks took a beating. RTX, LMT, BA, etc. all down!

Material_Pool_7854

RTX calls till Friday, do I sell?

MrMcjibblets1990

CVX and RTX... Not cool

tika_dengu

RTX

shadylex

RTX, LMT, NOC, RNMBY, LHX making money

Material_Pool_7854

What do I do with RTX calls…

Skittler_On_The_Roof

I'm not smart enough to know what political/war tactics could stop this, but I do know with midterms coming there's no way we don't take some sort of drastic action in an attempt to fix it. Calls on Lockheed, RTX, etc.

Material_Pool_7854

RTX?

Material_Pool_7854

Do I keep the RTX call

ClaritXai

You’re thinking along the same lines many defense analysts are right now. The economics of modern warfare are forcing a shift toward cheaper interception methods. Using multi-million-dollar missiles to stop relatively cheap drones clearly isn’t sustainable long term, so there’s a lot of interest in layered defenses that include interceptor drones, electronic warfare, and directed energy systems. Some companies already positioned in this space include AeroVironment, Anduril, and Kratos, which work on autonomous systems and counter-drone tech. Traditional defense contractors like RTX and Lockheed are also investing heavily in lower-cost interception solutions. The interesting part is that smaller defense tech startups may end up innovating faster here than the big primes. Definitely a sector worth watching as drone warfare keeps evolving.

Red_Ochre_Music

Gold isn't an investment. Oil is too difficult to predict for most folks who aren't pros. Looks like we're going to need a lot more missiles. Wonder how RTX is doing? Kinda joking, but this country is going to be buy a LOT more missiles, especially given our strategy in Taiwan.

3boobsarenice

I am sure RTX been just sitting around playing spin the bottle for 2 years....

NEBRADY

Made mine last week in QMJ6 & RBJ6 with shorts on NQ & YM - so far so good $$$ - I’ll go defense names RTX & few others - get long Oil, gas n short the rest

PopDistinct

Same as last week, RTX!

PopDistinct

Buy RTX, it's green in a sea of red.

CallsOrPutsYES

I mean I plan to add calls of PLTR, RTX, NOC, LMT….

tika_dengu

RTX

CallsOrPutsYES

Still here, watch us win CALLS with PLTR, LMT, NOC, AVAV, RCAT, RTX

BroseppeVerdi

Calls on $RTX and $LMT!

wrongrobertpatrick

RTX calls

Material_Pool_7854

Calls on RTX.

Tornadic_Outlaw

That's an odd way to spell RTX

Key-Log-7222

what about RTX?

wrongrobertpatrick

Full port EUAD, SHLD, OILK and RTX and delete the app

Mouse1701

RTX corporation

Tzidda

MOBX Prime contractor RTX for Tomahawk usually maked Tomahawks 100 per year. It cost $1.2M - $2M pr unit to make it. They signed a contract in february to make 1000 pr year but since Trump had a meeting with them on friday that they will quadruple production does that make it 4000 tomahawk pr year? (That is just my theory thinking)

Tzidda

People should also know prime contractor RTX for Tomahawk usually maked Tomahawks 100 per year. It cost $1.2M - $2M pr unit to make it. They signed a contract in february to make 1000 pr year but since Trump had a meeting with them on friday that they will quadruple production does that make it 4000 tomahawk pr year?

SomePolack

I’m in RTX but it seems pretty topped out tbh

kingoftheplastics

Feel like RTX is a good buy with the war on but I literally just got back into the market realizing that it’s probably a better use of beer money than pissing ten bucks here and there on sporting events so YMMV

Bannon9k

I bought RTX

ThatPaper5624

I think most stocks will stay stable or decrease due to the oil price shock but the EU and Canada, AUS, Japan are at the moment making and about to announce new defence deals next week which I think will affect certain stocks which might rise, if they are not stalled by the international downturn. I am looking at FLT.V, BB, [PNG.TO](http://PNG.TO), [MDA.TO](http://MDA.TO) as military plays but also there are a number of mineral companies, which I don't follow, that will surely have big deals coming up. As for US stocks that are Iran specific, RTX and Lockheed are the two biggies but also oil companies as in the next year they will be quite profitable, unless Iran retaliates on US soil, which I don't think they can.

jaajaajaa6

You might be a bit late and of it ends, the same stocks will go the other way. I have been long RTX, HII, NOC, Ktos, PPA , etc., and it may be time to sell some.

dont_downvote_SPECIL

the cost of war in Iran, pegged for now at $50 billion to $100 billion, but subject to revision. It costs $45,000 an hour to operate a carrier-based F-35 fighter. And intercepting $30,000 Shahid-136 suicide drones using RTX $4 million Patriot PAC-3 missiles or Lockheed Martin’s $14 million-per-launch Thaad system, can quickly run up the tab.

Desmater

I guess my thing is, where is the moat. Can't any company like RTX, LMT, etc just make their own drones to compete. Or is the tech, IP and software hard to scale.

Mouse1701

RTX Corporation looks good as they said they will be supplying 1000 missiles this year instead of the usual 50.

Put_Er_There_Sport

RTX and CVX got a nice Lil bump right after close. I can only imagine that means one thing

FunkyMonk100k

RTX treated me well today, I tried to give y’all a heads up this morning

bullishchilipepper10

Ya I think I want more RTX going into the weekend

GladPin1791

White House has a meeting with RTX at 1:30. Load up on calls

Pereise1

RTX and LMT for the ultimate unethical play

dansdansy

This is as good as it's going to be- if antimissile ammo runs out for the GCC and potentially Israel before Iran runs out of Shaheds then casualties and more lasting infrastructure damage rises as more get through, similar to what Ukraine has been seeing. This is why Trump is meeting with Boeing, LMT, and RTX today. One patriot missile is $4-5 million. One shahed can be made for 40-50k with basic components and launched from anywhere- with range to hit as far as Riyadh from the Iranian interior. Iran is filled with mountains, underground bunkers/stockpiles, and has a large conventional military and ideological component with the IRGC. These things cannot be overcome quickly and attrition is on Iran's side here.

jonnyraza27

I somehow managed to make $1k today from RTX and MRVL . Maybe this market isn’t bs

FrostingOk2692

BREAKING: Deal signed between RTX and Mcdonalds for creation of an optimal delivery system for The Product.

PopDistinct

RTX in the green off news of UAE missle defense contract: https://www.gurufocus.com/news/8678898/rtx-secures-18368-million-contract-for-patriot-program-with-uae And, RTX will 10x production of Tomahawk and Interceptor missles to meet demand: https://www.barchart.com/story/news/592891/dear-raytheon-stock-fans-mark-your-calendars-for-march-6

Tzidda

Waiting for the news on Trump meeting with defence company CEO’s Defence conmpanies: lockheed martin, northrop grumman, RTX, boeing, honeywell and L3Harris. It’s gonna be a hopefully boom for the MOBX

Carfar_Farcar

Cut my decaying RTX losses that are already down 60%, it immediately rallies. Manny such cases.

UnObtainium17

I have LMT and RTX combined for 12% of my portfolio right around January. So far helped my portfolio to not shit entirely.

djheat

I always get a good laugh out of it when the only things green on my watchlist are LMT and RTX

FunkyMonk100k

RTX calls is a no brainer

jonnyraza27

RTX and MRVL saving my port today

Vikingnorris

Lockheed Martin (LMT), Northrop Grumman (NOC), RTX Corporation (RTX), and General Dynamics (GD)

Poly_ptero_dactyl

🥭 meeting with RTX and Lockheed tomorrow to “discuss weapons production”.

PopDistinct

More RTX good news. Writing seems to be on the wall with this one. https://www.barchart.com/story/news/592891/dear-raytheon-stock-fans-mark-your-calendars-for-march-6

billyb26

Massive RTX dildo?

TomatoSpecialist6879

Either way LMT and RTX is going to make shit tons of money off this disaster

billyb26

Been playing RTX exclusively for like a year now with monthly’s

PopDistinct

UAE just signed contract with RTX for missle defense system. Money printer on? https://news.clearancejobs.com/2026/03/04/rtx-wins-183-7m-army-contract-for-patriot-system-support-for-uae/

UnObtainium17

Thinking about adding more RTX, LMT and VDE.. Just not sure which of my other stocks to sell.

takeahikehike

How to hedge a long Iran war EQT/LNG/VG/USO (US energy production and exports) RTX/AMPX/LMT (drones and interceptors) UAMY (antimony production)

PopDistinct

RTX needs to replenish the world's missles, so buy now, buy hard, cause this thing is gonna f**k, right?

BrandonLeeOfficial

##Institutional Beneficiaries of the Post-9/11 War Cycle (2001–2026) I. The Prime Contractors (Direct $2.4T Acquisition Flow) • Lockheed Martin: ~$313B (2020–2024 total). Largest recipient of Pentagon funding (F-35, missiles). • RTX (Raytheon): ~$145B (2020–2024 total). Leader in missile defense and precision munitions. • General Dynamics: ~$116B (2020–2024 total). Primary builder of submarines and land vehicles. • Boeing (Defense): ~$115B (2020–2024 total). Key provider of rotary-wing and transport aircraft. • Northrop Grumman: ~$81B (2020–2024 total). Lead on B-21 stealth bombers and ICBM systems. II. The Asset Management Tier (Dividend & Equity Stakeholders) The "Big Three" asset managers are the top shareholders in nearly every firm listed above, capturing profits from stock buybacks and dividends (e.g., RTX and Lockheed spent ~$40B on share repurchases between 2022–2024). • Vanguard Group: Holds ~9% of BlackRock and similar stakes in the Big Five contractors. • BlackRock Inc.: Major shareholder in the entire defense sector; controls ~$10T in global assets. • State Street Corp: Third-largest institutional holder of defense equity. III. The Debt & Interest Tier ($6.5T Projected Interest) Because the wars were funded by debt, the interest payments ($1T already spent; $6.5T projected through the 2050s) flow to: • Primary Dealers (Big Banks): JPMorgan Chase, Goldman Sachs, and Citigroup (fees on bond issuance). • Foreign Creditors: Top holders of U.S. Treasury debt (Japan $1.1T+, China $700B+). • Federal Reserve & Social Security: Large domestic holders of the debt used to finance war appropriations. IV. Service & Intelligence Sector (The "Shadow" $1.1T) • Leidos & Amentum: Top providers of war-zone logistics and IT services. • Booz Allen Hamilton: Primary recipient of intelligence and "knowledge-based" warfighting contracts. • Palantir & Anduril: Newer tech entrants deeply integrated into DoD targeting and DHS surveillance. V. The Political Loop (Revolving Door) • Lobbying Firms: Spending ~$150M annually to maintain defense appropriations levels. • Think Tanks: Center for Strategic and International Studies (CSIS), Brookings, and AEI receive substantial funding from prime contractors to provide the "strategic rationale" for continued engagement. Summary of Extraction: While the average citizen sees zero ROI, the capital is systematically funneled into private equity (Asset Managers), defense hardware (Contractors), and sovereign/institutional debt holders (Interest).

echoenchanter

I'd expect oil to gap up hard at the open - WTI could easily spike $5-10 if the strait gets threatened. Defense names like RTX, LMT, NOC will probably run too. But honestly, these geopolitical spikes tend to fade pretty quick unless things really escalate. I remember when Russia invaded Ukraine, oil hit $130 then fell back within weeks as markets realized supply wasn't actually disrupted that much. The key thing to watch is whether Iran actually tries to close Hormuz or if this stays regional. If it's just tit-for-tat strikes, markets will probably settle down after the initial panic buying.

Soundsgoood5

I want to see Jensen Huang taking a bite out of an RTX 5090

CoughSyrupOD

Buy RTX

Key_Net_2682

I thought NASAMS are a partnership with RTX and Thales

plannedgravy

Calls on LMT and RTX obviously

AngryGranny1992

Israel is getting hammered it seems and they are trying to hide it.... [https://x.com/furkangozukara/status/2029174979363762349](https://x.com/furkangozukara/status/2029174979363762349) UAE is also fining anyone who films anything up to 136k USD in fines and up to 5 years in prison. Seems like USA is preparing a ground invasion with the Kurds, and Iran is being absolutely carpet bombed right now by the US Jets and bombers in the North West Azerbeijan area to prepare for that. The market is definitely going to crash in the coming weeks when more info comes out. They can't suppress this forever. Also seems like they've burnt through 5 years worth of stockpiles of interceptor missiles. [https://x.com/scarylawyerguy/status/2029146126394298860](https://x.com/scarylawyerguy/status/2029146126394298860) . SO maybe load up on LMT, RTX, NOC calls?

el_kapro

I have some LMT, NOC, RTX and LHX stock and I'm strongly considering selling them. They are all at ATH after climbing up like crazy in just few months. I have 40-100% gains on them.

echoenchanter

Really appreciate all the responses, this is exatly the kind of discussion I was hoping for when I posted this. So it sounds like most people fall into a few buckets. Theres the "I already own it through VTI, not gonna chase" crowd which honestly fair enough. Then a few of you are actively DCA'ing into defense ETFs or individual names. And then the contrarian camp thats waiting for a pullback before touching anything, which I kinda respect. The european defense angle is what keeps grabbing my attention though. Like its not just a momentum trade, these are multi-year budget commitments from Germany, Poland, France etc. Thats a fundamentally different setup than chasing a sector thats already run. Problem is, how do you even get clean exposure as a US investor? IDEF exists but the volume is pretty rough still. One thing I noticed nobody really mentioned: if you hold a total market fund your defense exposure is basically just the big primes. LMT, NOC, RTX. You're not getting the mid-cap suppliers like HEICO or TransDigm that benefit from maintenance and upgrade cycles regardless of who wins the contract. Different risk profile entirely. **For those who already sold or trimmed, where are you putting that money now? Back into broad index or is there another sector you think has a better setup going forward?**

echoenchanter

That's the classic Buffett approach and it works. The RTX engine recall was a textbook example. The problem is most people only notice a sector after the rally has already happened, and by then the easy money is gone. European defense might be the exception though, because Rheinmetall and BAE are still early in a multi-year spending cycle that hasn't fully played out yet. Not the same as chasing a momentum spike.

Flokithedog

some stocks are in the red, some sold in the green and buying the dip If it has obvious potential and was a long term position, I hold. (FKING VRT, CEG, NEE) If I was able to sell at the top of the range and buy again low, I do (NEM, GEV) War stocks I am going long term because the use of inventory and rise in oil prices will reflect on the 10q and I will be holding good value (XOM, LMT, RTX, HII) If it was garbage for a quick buck, I'd sell, but I don't buy garbage anymore.

jeaxz74

So long RTX???

Affectionate_Age752

Awesome. Just bought some RTX on Monday morning

Possible_Cheek_4114

As part of a new agreement with the Pentagon, RTX Corporation said this month it would be working to increase annual Tomahawk production to over 1,000 missiles a year as part of a multi-year effort.

realtorKen

Bullish over RTX

guy_cloutier

At least I bought RTX calls

Purple_Suggestion837

Anyone else bullish on ACHR? .... oh just me? but flying things are cool \*sees B2 overhead\* ohh right... RTX calls, or NOC... or literally anyone who makes USA weapons

Nprguy

Bet that RTX is feeling good

old-tennis-shoes

Look for defense primes and growth stocks that aren't as crowded. RTX LHX ONDS if you wanna go foreign: Rheinmetall RHM BAE Systems BA. Saab SAAB

Valkanaa

Holding 8% RTX. Set limit buy orders on existing positions to try to DCA down during market drawdowns, I don't buy stuff at full price and the defense sector isn't undervalued.

Phuffu

You shouldn’t buy stock when they’re rallying. You shouldn’t stocks when they’re down. Remember when RTX had that Whitney Prat engine issue? That was the time to buy. Now is the time to hold or maybe consider trimming, depending on your risk tolerance and portfolio etc. Try to only buy stocks on bad news.