Defense DemandMitchill sees defense demand at a scale not witnessed in recent years, driven by rising EU defense spending and funding for key programs.
Financial PerformanceRTN's defense margin improved to 11.6%, supported by increased foreign sales and stable productivity.
Tariff MitigationRTX reduced their tariff impact expectations from $800mn to $500mn, and more work is being done to mitigate these impacts.