CLAIM #52443 · RTX Corporation (RTX) · 2025Q1 earnings call · Apr 22, 2025 · due Dec 31, 2026
“LTAMDS will now transition into the production and deployment phase with continued deliveries to the US this year and next, followed by deliveries to European customers.”
Chris Calio · CEO
How to check this claim
Look at: LTAMDS deliveries to the US and to European customers (units delivered or delivery milestones disclosed)
It came true if: Company confirms continued LTAMDS deliveries to the US during 2025 and 2026, and at least initial deliveries to a European customer occur by end of 2026
Where: Company press releases, 10-K/investor disclosures, or management commentary on quarterly earnings calls
In context
“kage to incorporate roughly 90% to 95% of the GTF Advantage durability improvements into the existing fleet during MRO visits. We're targeting next year to have this package available for customers. And at Raytheon, we have completed the prototyping and development phase of the lower-tier air and missile defense sensor, or LTAMDS program. LTAMDS brings advanced 360-degree performance to the market and more than twice the tracking range compared to the existing Patriot radar system, enhancing protection against complex threat scenarios, including large quantities of unmanned aircraft systems and hypersonic weapons. LTAMDS can be integrated with battle-tested industry-leading capabilities of Patriot, which is the backbone of air and missile defense for 19 partner countries around the world. LTAMDS will now transition into the production and deployment phase with continued deliveries to the US this year and next, followed by deliveries to European customers. So, overall, we've made good progress in the quarter on multiple fronts, and we're pleased with our performance. Okay. Let me turn to the operating environment and our current thinking on tariffs, which we have outlined in terms of potential direct impacts on Slide 4. Generally speaking, the aerospace and defense sector has operated in a duty-free environment and that has been instrumental to the industry maintaining one of the largest trade surpluses across American manufacturing industries for decades. Our industrial base is largely located in the US, including about 70% of our employees and a majority of our total labor manufacturing hours. And on the supply chain side, about 65% of our product spend is with US suppliers. We also continue to invest in our US industrial base. Over the l”
Verify independently
SEC filings for RTX ↗ · Claim quote is verbatim from the 2025Q1 earnings call.