RTX Corporation (RTX) is expanding its defense communications capabilities to address the growing demand for resilient connectivity in challenging military operating environments.
Through its subsidiary Collins Aerospace, RTX is developing communication systems designed to support military missions across multiple frequency bands, strengthening its foothold in advanced defense communications.
In 2025, Collins Aerospace was awarded a contract to deliver satellite communication systems supporting survivable communications across multiple frequency bands for defense customers.
These capabilities are intended to help military customers maintain connectivity in demanding operational conditions, creating significant opportunities for RTX to grow its role in mission-critical communications infrastructure.
Collins Aerospace also secured a position as the primary subcontractor for a U.S. Navy solution involving the engineering design and manufacturing of a Very Low Frequency communication subsystem.
The company is additionally supporting Advanced Extremely High Frequency and voice communications, broadening its involvement across a wide range of military communication requirements.
By combining satellite communications, specialized military subsystems and command-and-control infrastructure, Collins Aerospace is positioned to address multiple requirements within the broader defense communications market.
Competitors Viasat Inc. (VSAT) and L3Harris Technologies, Inc. (LHX) are also developing capabilities that support secure and resilient communications for defense applications, intensifying competition in the sector.
Viasat is advancing multi-band, multi-orbit satellite communication systems to provide resilient connectivity for military operations, while L3Harris develops hybrid SATCOM and multi-band solutions that support mission-critical defense communications.
The Zacks Consensus Estimate for RTX’s 2026 and 2027 earnings per share suggests year-over-year growth of 14.79% and 7.60%, respectively, reflecting strong confidence in the company’s financial trajectory.
RTX is trading at a premium relative to its industry, with a forward 12-month price-to-sales ratio of 2.62X compared with the industry average of 2.28X, signaling investor confidence in its defense portfolio.
Over the past year, RTX shares have rallied 23.5%, significantly outperforming the industry’s 11.3% decline during the same period.
RTX currently holds a Zacks Rank of number 2, designated as a Buy, reflecting a broadly favorable outlook from analysts tracking the defense and aerospace sector.
