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Posted by
Two Blokes May 24, 2025 -
Filed in
Stock
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6 views
RTX has already benefited from the robust defense/travel spending trends, as observed in the growing backlogs and expanding organic sales. Despite the ~$850M potential tariff impact on its annualized adj operating profit, we believe that the bottom-line impact may be temporary. This is especially true since 70% of RTX's manufacturing capacity and 65% of its suppliers are based within the US, as the management also intensifies their US-based manufacturing capacity expansions.
