RTX invests ahead of U.S. defense production ramp as Raytheon expands munitions capacity, suppliers and factory infrastructure
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By Hannah Miller (Defence Industry Europe) Photo: RTX. RTX is investing ahead of higher defense production, adding manufacturing capacity and new suppliers as Raytheon prepares for increased munitions output. CEO Chris Calio said the company is already spending to strengthen its supply chain and support higher production rates. Raytheon more than doubled output across its critical munitions programs in the first half of 2026 from a year earlier. Production of the Coyote counter-UAS effector also more than doubled amid strong demand, Calio said during RTX's second-quarter earnings call. The next increase will require more capacity from suppliers. RTX is investing in supply-chain resilience and adding second and third sources in areas where production remains constrained, according to Calio. The company is also looking outside the traditional defense industrial base for additional manufacturers. Calio said some companies could bring capabilities needed to support higher production rates. RTX has started making some investments before expected new munitions demand is converted into firm orders. The company is working with suppliers on projected volumes, capacity requirements and the spending needed to support those production levels. Long-term contracts will be important to further industrial expansion, Calio said. A seven-year firm order could give suppliers enough visibility...
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