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RTX's Patriot, NASAMS, and Stinger missile defense franchises are at the center of NATO replenishment from Ukraine donations. Pratt GTF powder metal fix is largely behind us with AOG fleet shrinking. Collins Aerospace benefits from record commercial aircraft backlog. Multi-year visibility on missile production ramps unmatched in the group.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| RHM | Rheinmetall AG | 84 | +25% | ↓23% | ENTRY |
| RYCEY | Rolls-Royce Holdings PLC | 82 | +8% | ↑22% | ENTRY |
| SAAB | Saab AB | 81 | +25% | ↓24% | ENTRY |
| ESLT | Elbit Systems Ltd. | 81 | +17% | ↓22% | ENTRY |
| DUAVF | Dassault Aviation SA | 80 | +24% | ↓23% | ENTRY |
| FINMF | Leonardo S.p.A. | 79 | +23% | ↓21% | ENTRY |
| RTX | RTX Corporation | 79 | +18% | ↓17% | ENTRY |
Pentagon awards $5B Patriot missile contract
Germany orders additional Patriot batteries
GTF AOG fleet down 30% from peak
Estimates · Yahoo Finance · Not audited figures