RTX

Raytheon Technologies Corporation

Industrial/Transportation


Presented:04/14/2021
Price:$77.96
Cap:$118.19B
Current Price:$125.03
Cap:$166.32B

Presented

Date04/14/2021
Price$77.96
Market Cap$118.19B
Ent Value$135.11B
P/E RatioN/A
Book Value$47.49
Div Yield2.44%
Shares O/S1,516.03M
Ave Daily Vol7,338,438
Short Int0.90%

Current

Price$125.03
Market Cap$166.32B
Raytheon Technologies Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems, Pratt and Whitney, Raytheon Intelligence and Space, and Raytheon Missiles and Defense. The Collins Aerospace Systems segment specializes in the aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The Raytheon Intelligence and Space segment involves in the development of sensors, training, and cyber and software solutions. The Raytheon Missiles and Defense segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 2020 and is headquartered in Waltham, MA.

Publicly traded companies mentioned herein: Raytheon Technologies Corp (RTX)

Highlights

The presenter is long shares of Raytheon Technologies Corp (RTX), the third largest aerospace and defense company in the world. He believes investors are misunderstanding the leverage to the cycle that RTX has, the risk from PW2000s and 4000s (i.e., the Pratt & Whitney engines that it sold from the 80s to the earlier 2000s into widebodies), and that the market still isn’t giving them credit for the GTF program, which is relatively new. 

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Idea Discussion

Commentor 1 - 2 weeks ago

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