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RTX's Missile Sales Soar With Key Wins in U.S. Defense Contracts

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Key Takeaways

  • RTX secured major new missile contracts, including AIM-9X and SM-3 orders in May and June.
  • Raytheon unit posted 2% organic sales growth in Q1 2025 and 10% in Q4 2024.
  • RTX shares rose 27.4% in a year and trade at a forward P/E of 21.86X versus the industry average of 26.51X.

Defense contractor, RTX Corporation (RTX - Free Report) is a prominent forerunner in the missile systems space, with a robust portfolio including the TOW missile, Guidance Enhanced Missile, Advanced Medium Range Air-to-Air Missile, Tomahawk, SM- 2 and a few more. Through its Raytheon business segment, RTX plays a key role in global missile defense, contributing technologies that support advanced threat detection, interception and precision strike capabilities for the U.S. and allied nations. The company is currently advancing next-generation programs like the Hypersonic Attack Cruise Missile (HACM).

Thanks to RTX’s experience of delivering cutting-edge missiles to the defense market for more than 50 years, now, it enjoys a solid inflow of contracts for its combat-proven missile systems. This, in turn, bolsters the revenue growth of its Raytheon business segment. The Raytheon unit reported an organic sales growth of 2% year over year in Q1 2025 and 10% in Q4 2024.

RTX’s Raytheon unit has recently secured several major defense contracts, which should continue to boost its performance in the days ahead. In June, the company won a $1.10 billion contract modification for the production and delivery of AIM-9X Lot 25 missiles. In May, RTX secured a $1 billion contract to supply up to 55 Standard Missile-3 (SM-3) missiles and a $2.13 billion modification contract for ongoing support and sustainment of SM-3 variants.

Defense Contractors Riding on Solid Contract Flows

As nations worldwide race to modernize their defense systems, prominent defense contractors like Lockheed Martin (LMT - Free Report) and Northrop Grumman (NOC - Free Report) are securing more and more contracts for their combat-proven weapons, thereby ensuring a steady revenue stream for themselves. In May 2025, Lockheed won a $214.4 million contract to upgrade Multiple Launch Rocket Systems to the M270A2 configuration. Moreover, in March, the company secured a $4.94 billion contract for the production of Precision Strike Missiles.

On the other hand, Northrop clinched a $481.3 million contract in January for providing updates and improvements to the Integrated Air and Missile Defense Battle Command System's software.

RTX’s Price Performance, Valuation and Estimates

Shares of RTX have gained 27.1% in the past year compared with the industry’s 13.9% growth.

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The company shares are trading at a discount on a relative basis, with its forward 12-month Price/Earnings being 21.86X compared with its industry’s average of 26.51X.

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The Zacks Consensus Estimate for RTX’s near-term earnings has moved south over the past 60 days.

Zacks Investment Research
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RTX stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.


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