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Can RTX's Survivable Communications Portfolio Support Defense Growth?

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Key Takeaways

  • RTX develops multi-band systems to support military connectivity in demanding environments.
  • RTX supports a U.S. Navy solution spanning Very Low Frequency communications and mission infrastructure.
  • RTX combines satellite communications, military subsystems and command-and-control capabilities.

RTX Corporation (RTX - Free Report) is expanding its defense communications capabilities to address the growing need for resilient connectivity in challenging operating environments. Through its subsidiary Collins Aerospace, the company is developing communication systems designed to support military missions across multiple frequency bands, strengthening its position in advanced defense communications.

In 2025, Collins Aerospace was awarded a contract to deliver satellite communication systems supporting survivable communications across multiple frequency bands. These capabilities are intended to help defense customers maintain connectivity in demanding operational conditions, creating opportunities for RTX to expand its role in mission-critical communications infrastructure. 

Collins Aerospace also secured a role as the primary subcontractor for a U.S. Navy solution involving the engineering design and manufacturing of a Very Low Frequency communication subsystem, along with mission command, control and communications infrastructure. The company is additionally supporting Advanced Extremely High Frequency and voice communications, broadening its involvement across military communication requirements. 

RTX’s communications portfolio could provide further growth opportunities as defense customers seek integrated systems capable of supporting secure and resilient operations across different environments. By combining satellite communications, specialized military communication subsystems and command-and-control infrastructure, Collins Aerospace is positioned to address multiple requirements within the broader defense communications market.

Companies Advancing Resilient Defense Communications

Growing demand for resilient military connectivity is encouraging aerospace and defense companies to advance communication systems that can operate across multiple networks, frequency bands and contested environments. Viasat Inc. (VSAT - Free Report) and L3Harris Technologies, Inc. (LHX - Free Report) are also developing capabilities that support secure and resilient communications for defense applications. 

Viasat is advancing multi-band, multi-orbit satellite communication systems to provide resilient connectivity for military operations. Its technologies support secure communications across diverse satellite architectures and frequency bands.

L3Harris develops hybrid SATCOM and multi-band communication systems that provide pathway diversity across military and commercial networks. Its solutions help maintain connectivity in contested environments and support mission-critical defense communications.

Earnings Estimates for RTX

The Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests year-over-year growth of 14.79% and 7.60%, respectively.

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RTX Stock Is Trading at a Premium

RTX is trading at a premium relative to the industry, with a forward 12-month price-to-sales of 2.62X compared with the industry average of 2.28X.

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RTX Stock Price Performance

Over the past year, RTX shares have rallied 23.5% against the industry’s 11.3% decline.

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RTX’s Zacks Rank

RTX currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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