RTX: Leader Stock with Structural Tailwinds in the Defense Sector. Spain Orders Patriot Air and Missile Defense Systems for $1.7 Billion

The stock of RTX (RTX) is a clear leader stock in the defense sector. RTX is deeply anchored in the defense sector through several divisions: via Raytheon in air and missile defense, effectors, radar, and command-and-control systems, via Collins Aerospace in avionics, mission systems, and communication and electronic warfare subsystems, and via Pratt & Whitney in military engines and the associated aftermarket. Currently, demand is particularly strong for integrated air and missile defense systems (including Patriot) as well as for munitions...