RTX · Earnings call · 2026Q3T · Full report

Supply Chain Constraints

RTX Corp · 2026-10-20 · Importance 37 · Surprise 42

RTX identified printed circuit boards, capacitors, resistors, rocket motors, castings, and critical minerals as potential constraints to higher missile production rates. Management said defense programs are competing with other industries, including AI infrastructure, for certain components, and is working with the government to secure prioritization and long-term supply. Raytheon is qualifying additional suppliers, streamlining testing, and partnering with other solid rocket motor suppliers to spread supply risk. RTX is also investing in its Asheville casting facility and described supply-chain execution as a major focus for supporting 2027 and later demand.

Key facts