Should RTX’s (RTX) AWS AI Push Redefining Satellite Data Control Require Action From Investors?

• In early December 2025, Raytheon, an RTX business, announced a collaboration with Amazon Web Services to modernize satellite data processing and mission control by integrating cloud-native, AI, and machine learning tools into space and national security operations.
• This move highlights how RTX is tying its defense expertise to hyperscale cloud and AI infrastructure, potentially reshaping how quickly governments and commercial operators turn raw satellite data into operational decisions.
• Next, we’ll examine how this AI-enabled AWS partnership could influence RTX’s investment narrative around technology-led defense and aerospace growth.

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RTX Investment Narrative Recap

To own RTX today, you generally need to believe that its scale in defense and commercial aerospace, combined with disciplined execution, can continue to translate into earnings growth despite tariff, budget, and engine-related risks. The new AWS collaboration reinforces the technology-led defense catalyst, but it does not materially change the near term focus on engine reliability, cost control, and converting RTX’s large backlog into profitable revenue.

The AWS announcement fits neatly alongside RTX’s broader push into AI and digital defense solutions, which analysts already view as a key long term margin and growth driver. It adds another example of how the company is trying to shift more of its portfolio toward higher value software, data, and autonomy offerings, even as the core investment case still rests on the scale and visibility of its US$236 billion backlog.

Yet, despite this tech progress, investors should be aware that RTX’s heavy reliance on government and defense budgets...

Read the full narrative on RTX (it's free!)

RTX's narrative projects $97.7 billion revenue and $8.9 billion earnings by 2028. This requires 5.3% yearly revenue growth and about a $2.8 billion earnings increase from $6.1 billion today.

Uncover how RTX's forecasts yield a $193.79 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Seven fair value estimates from the Simply Wall St Community span roughly US$132 to US$194 per share, underscoring how far apart individual views can be. When you set those opinions against RTX’s dependence on government and defense spending, it becomes even more important to compare several perspectives on how political and budget cycles might affect future performance.

Explore 7 other fair value estimates on RTX - why the stock might be worth 26% less than the current price!

Build Your Own RTX Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your RTX research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free RTX research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate RTX's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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