RTX · Earnings call · 2026Q3T · Full report

Manufacturing Capacity Expansion

RTX Corp · 2026-10-20 · Importance 34 · Surprise 42 · In source text

Raytheon completed a $50 million expansion of its Forest, Mississippi manufacturing facility to support Next Generation Jammer and other radar-system production. RTX is making additional supply-chain and operations investments tied to the new munitions contracts, including tooling, test equipment, and capacity increases. Pratt is expanding precision-parts manufacturing in Poland for complex commercial and military engine components, including GTF and F-35 applications. Collins is consolidating operations and increasing manufacturing hours at best-cost locations, while Pratt continues expanding MRO capacity and GTF assembly facilities.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
assetspositiverealized+0.0%Raytheon completed a $50 million expansion of its manufacturing facility in Forest, Mississippi in the quarter to support production ramps…
cashnegativerealized-0.0%Raytheon completed a $50 million expansion of its manufacturing facility in Forest, Mississippi in the quarter to support production ramps…
cashnegativeprobable—RTX said it is making incremental investments in supply chain and operations to ramp capacity to support significantly higher munitions…
assetspositiveprobable—RTX said it is making incremental investments in supply chain and operations to ramp capacity to support significantly higher munitions…
revenuepositiveprobable—Pratt announced an expansion of precision parts manufacturing in Poland to increase capacity for complex component assembly for both…