Look Who's Upgrading America's Nuclear Forces Now

RTX Corporation won an $8 billion sole-source contract from the U.S. Air Force to upgrade Strategic Communications Terminals for America's nuclear forces. The contract spans 10 years with completion in October 2036. While significant, the deal represents less than 1% of RTX's annual revenue and adds approximately $90 million in annual operating profit, making it unlikely to meaningfully impact the stock given its current 31x P/E valuation.