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RTX Wins a Contract for F135 Propulsion System in Support of F-35 Jets

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Key Takeaways

  • RTX won a $60M contract to supply F135 propulsion systems for lot 18 F-35 aircraft.
  • The deal supports U.S. forces, FMS customers and F-35 Cooperative Program Partners.
  • Work will be performed in Cromwell, San Diego and Portland, with completion due in 2027.

RTX Corporation’s (RTX - Free Report) business segment, Raytheon, recently secured a modification contract involving the F135 propulsion system. The award has been offered by the Naval Air Systems Command, Patuxent River, MD.

Details of RTX’s Deal

Valued at $60 million, the contract is expected to be completed by December 2027. The latest modification enables RTX to produce and supply F135 propulsion systems in support of the 18th lot of F-35 aircraft.

The contract will serve the U.S. Air Force, Marine Corps, Navy, Foreign Military Sales (FMS) customers, and F-35 Cooperative Program Partners. The majority of work related to this award will be carried out in Cromwell, CT; San Diego, CA; and Portland, OR.

What’s Favoring RTX?

With rising global geopolitical tensions, more nations are investing in technologically advanced combat jets that can perform well in difficult situations to boost their aerial security. This, in turn, has been bolstering the demand for advanced fighter jets and thereby their engines like the F135, built by RTX’s Pratt & Whitney business.

With nations across the globe striving to strengthen their aerial border, growth prospects for the fighter jet market thus remain bright. To this end, the Mordor Intelligence firm predicts that the global fighter aircraft market will witness a CAGR of 3.7% during the 2025-2030 period.

This market growth opportunity is likely to boost the demand for combat jet engines. With more than 7,500 Pratt and Whitney military engines currently in service with 30 armed forces worldwide, RTX is well-positioned to secure more contracts involving its jet engines, like the latest one, in the future.

Prospects of Other Defense Stocks

Other defense companies that are likely to enjoy the perks of the expanding fighter jet market have been discussed below.

Northrop Grumman (NOC - Free Report) is a leading provider of proven manned and unmanned air systems. It builds some of the world’s most advanced aircraft, like the B-2 Spirit Stealth Bomber, A-10 Thunderbolt II and B-21 Raider.

Northrop Grumman has a long-term (three to five years) earnings growth rate of 3.9%. The Zacks Consensus Estimate for NOC’s 2025 sales indicates year-over-year growth of 2.7%.

Lockheed Martin Corporation (LMT - Free Report) is the manufacturer of some of the most advanced military jets in the world. Its key jet programs include the F-35 Lightning II, F-22 Raptor, F-16 Fighting Falcon and C-130 Hercules.

Lockheed Martin has a long-term earnings growth rate of 10.3%. The consensus estimate for LMT’s 2025 sales indicates year-over-year growth of 4.5%.
 
The Boeing Company (BA - Free Report) is a significant player in the fighter jet market with its F/A-18 Super Hornet and F-15 Eagle programs. These jets, which are essential in the U.S. Navy and Air Force fleet, are also exported to U.S.-allied nations.

Boeing has a long-term earnings growth rate of 17.9%. The Zacks Consensus Estimate for BA’s 2025 sales indicates year-over-year growth of 28.8%.

RTX Stock’s Price Movement

Shares of RTX have gained 13.1% in the past three months compared with the industry’s 9.4% growth.

Zacks Investment Research
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RTX’s Zacks Rank

RTX currently carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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