{"slug":"rtx","name":"RTX","name_en":"RTX","ticker":"RTX","updated_at":"2026-07-12T03:54:56.92+00:00","canonical":"https://valuechain.wiki/rtx","same_as":["https://finance.yahoo.com/quote/RTX","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=101829"],"citable":"밸류체인 그래프 기준 RTX의 직접 연결 기업은 11곳(관계 기준 공급 6·매출 4·투자 1)이고, 사슬을 2차까지 넓히면 21곳에 닿는다. 링크의 근거 출처는 19건이며 그중 1차공시가 3건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, RTX is directly linked to 11 companies (6 supply, 4 revenue, 1 investment relationships) and reaches 21 companies within two hops; the links are backed by 19 dated sources, 3 of them primary filings (as of 2026-07-12).","kicker":"콜린스·프랫앤휘트니·레이시온을 거느린 미국 최대 항공우주·방산 복합체","kicker_en":"The U.S. aerospace and defense giant behind Collins, Pratt & Whitney, and Raytheon","lead":"RTX는 콜린스 에어로스페이스, 프랫앤휘트니, 레이시온 세 부문으로 운영되는 미국 최대 항공우주·방산 기업이다. FY2025 총매출은 886억300만 달러로 전년 807억3800만 달러에서 9.7% 늘었고, 부문별로 콜린스 282억8400만, 프랫앤휘트니 280억6600만, 레이시온 267억1300만 달러다. 미국 정부 매출은 332억7900만 달러로 총매출의 38%를 차지하는 최대 단일 고객이며(FMS 제외), 국제 매출은 413억1200만 달러로 47%에 이른다. 총 수주잔고는 2680억 달러(상용 1610억·방산 1070억)로 전년 2180억에서 급증했다. 우주 사업은 레이시온이 미사일 경보·추적 위성, 센서, 위성관제 등 통합 우주 솔루션을 공급하고, 소형위성 자회사 블루캐니언테크놀로지스가 Saturn급 위성 버스를 만든다. 다만 RTX는 2026년 6월 블루캐니언을 캐나다 MDA Space에 6억2000만 달러에 매각하기로 합의해 2026년 말 종료를 앞두고 있다.","lead_en":"RTX is the largest U.S. aerospace and defense company, operating through three segments: Collins Aerospace, Pratt & Whitney, and Raytheon. FY2025 total net sales were $88.603 billion, up 9.7% from $80.738 billion, split as Collins $28.284B, Pratt & Whitney $28.066B, and Raytheon $26.713B. Sales to the U.S. government were $33.279 billion, or 38% of total net sales (excluding foreign military sales), making the U.S. government its single largest customer, while international sales were $41.312 billion, or 47%. Total backlog surged to $268 billion (commercial $161B, defense $107B) from $218 billion. In space, Raytheon supplies integrated space solutions including missile-warning and tracking satellites, sensors, and satellite control, and its smallsat subsidiary Blue Canyon Technologies builds Saturn-class spacecraft buses. However, in June 2026 RTX agreed to divest Blue Canyon to Canada's MDA Space for $620 million, with closing expected by the end of 2026.","segments":{"parts":[{"name":"콜린스 에어로스페이스 (항공전자·기체 시스템)"},{"name":"프랫앤휘트니 (상용 GTF·군용 F135 엔진)"},{"name":"레이시온 (방공·미사일·센서·우주)"}],"total":"FY2025 총매출 886억300만 달러 (전년비 +9.7%)","concentration":"미국 정부 38%(FMS 제외)·국제 47%·수주잔고 2680억 달러"},"segments_en":{"parts":[{"name":"Collins Aerospace (avionics and airframe systems)"},{"name":"Pratt & Whitney (commercial GTF and military F135 engines)"},{"name":"Raytheon (air/missile defense, missiles, sensors, space)"}],"total":"FY2025 total net sales $88.603B (+9.7% YoY)","concentration":"U.S. government 38% (excl. 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(KYEC)","tier":3,"returns_yearly":{"2021":26.7,"2022":-7.7,"2023":132.4,"2024":38.6,"2025":171,"2026":4.2}},{"slug":"airbus","name":"에어버스","name_en":"Airbus","tier":3,"returns_yearly":{"2021":34.8,"2022":3.9,"2023":30.5,"2024":15,"2025":18.3,"2026":3.9}},{"slug":"fabrinet","name":"Fabrinet","name_en":"Fabrinet","tier":3,"returns_yearly":{"2021":52.7,"2022":8.2,"2023":48.4,"2024":15.5,"2025":107.1,"2026":3.5}},{"slug":"spacex","name":"스페이스X","name_en":"SpaceX","tier":3,"returns_yearly":{"2026":0.7}},{"slug":"blackrock","name":"BlackRock","name_en":"BlackRock","tier":3,"returns_yearly":{"2021":29.4,"2022":-20.4,"2023":17.9,"2024":29.3,"2025":6.6,"2026":-2.1}},{"slug":"hpsp","name":"HPSP","name_en":"HPSP","tier":3,"returns_yearly":{"2023":216.5,"2024":-30.4,"2025":54.7,"2026":-4.5}},{"slug":"northrop-grumman","name":"노스럽 그러먼","name_en":"Northrop Grumman","tier":3,"returns_yearly":{"2021":29.3,"2022":43,"2023":-12.8,"2024":1.9,"2025":23.6,"2026":-4.6}},{"slug":"synopsys","name":"Synopsys","name_en":"Synopsys","tier":3,"returns_yearly":{"2021":42.1,"2022":-13.4,"2023":61.3,"2024":-5.7,"2025":-3.2,"2026":-5.2}},{"slug":"photronics","name":"Photronics","name_en":"Photronics","tier":3,"returns_yearly":{"2021":68.9,"2022":-10.7,"2023":86.4,"2024":-24.9,"2025":35.8,"2026":-6.6}},{"slug":"mobileye","name":"Mobileye","name_en":"Mobileye","tier":3,"returns_yearly":{"2023":23.6,"2024":-54,"2025":-47.6,"2026":-8.5}},{"slug":"posco-holdings","name":"POSCO홀딩스","name_en":"POSCO Holdings","tier":3,"returns_yearly":{"2021":13.9,"2022":19.9,"2023":43,"2024":-37.3,"2025":38.3,"2026":-8.8}},{"slug":"te-connectivity","name":"TE Connectivity","name_en":"TE Connectivity","tier":3,"returns_yearly":{"2021":35.1,"2022":-27.7,"2023":24.6,"2024":3.5,"2025":61.1,"2026":-11.3}},{"slug":"thales","name":"Thales","name_en":"Thales","tier":3,"returns_yearly":{"2021":12.5,"2022":52.5,"2023":14,"2024":17.8,"2025":66.6,"2026":-11.6}},{"slug":"hd-hyundai-heavy-industries","name":"HD현대중공업","name_en":"HD Hyundai Heavy Industries","tier":3,"returns_yearly":{"2022":11.4,"2023":3.2,"2024":172.6,"2025":86.9,"2026":-11.8}},{"slug":"recursion","name":"Recursion Pharmaceuticals","name_en":"Recursion Pharmaceuticals","tier":3,"returns_yearly":{"2022":-55,"2023":27.9,"2024":-31.4,"2025":-39.5,"2026":-13}},{"slug":"palantir","name":"Palantir","name_en":"Palantir Technologies","tier":3,"returns_yearly":{"2021":-22.7,"2022":-64.7,"2023":167.4,"2024":340.5,"2025":135,"2026":-28.7}},{"slug":"byd-electronics","name":"BYD일렉트로닉스","name_en":"BYD Electronics","tier":3,"returns_yearly":{"2021":-56.1,"2022":16,"2023":-0.4,"2024":60.6,"2025":-19.4,"2026":-34.4}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":3,"returns_yearly":null},{"slug":"shinko","name":"신코덴키","name_en":"Shinko Electric Industries","tier":3,"returns_yearly":null}],"analysis":"콜린스·프랫앤휘트니·레이시온을 거느린 미국 최대 항공우주·방산 복합체로, 매출의 상당분이 미 정부(38%)와 해외 정부(47%)에 묶여 수요가 방위비·항공 사이클에 연동된다. 이익 논지는 이원적이다 — 상용 항공(콜린스·P&W GTF)은 에어버스·보잉의 생산 회복에, 방산(레이시온)은 유럽 방위비 증액과 미사일 재고 보충에 각각 노출된다. 수주잔고 $2,680억이 향후 수년 매출을 사실상 선확정하나, 병목은 고체로켓모터(L3Harris·노스롭 과점)·엔진 주조(하우멧) 등 공급단 캐파다. 그래프 파급은 방위비 증액이 RTX 수주에서 하우멧·머큐리 등 공급사로 번지는 경로이고, 블루캐니언 매각은 우주 포트폴리오 축소 신호다.","analysis_en":"The largest U.S. aerospace-and-defense conglomerate behind Collins, Pratt & Whitney and Raytheon, with much of revenue tied to the U.S. (38%) and foreign (47%) governments, so demand tracks defense-budget and aviation cycles. The thesis is two-sided — commercial aero (Collins, P&W GTF) is levered to Airbus/Boeing production recovery, while defense (Raytheon) is levered to rising European defense spend and missile-stock replenishment. A $268B backlog effectively pre-commits several years of revenue, but the bottleneck is supply-side capacity: solid rocket motors (L3Harris/Northrop duopoly) and engine castings (Howmet). In graph terms, higher defense budgets ripple from RTX orders to suppliers like Howmet and Mercury, while the Blue Canyon divestiture signals a trimming of the space portfolio.","analysis_asof":"2026-07-10"},"edges":[{"direction":"investor","counterparty":"MDA Space","counterparty_slug":"mda-space","confidence":"high","metric":{"type":"divestiture_value","unit":"USD million","as_of":"2026-06-19","basis":"블루캐니언테크놀로지스 매각가 6억2000만 달러 (전액 현금)","value":620,"period":"2026 (announced, closing expected end-2026)","basis_en":"Blue Canyon Technologies sale price of $620 million (all-cash)"},"note":"RTX는 2026년 6월 19일 레이시온 산하 소형위성 제조사 블루캐니언테크놀로지스를 캐나다 MDA Space에 6억2000만 달러 전액 현금으로 매각하는 확정 계약을 체결했다. 규제 승인 등을 거쳐 2026년 말 종료 예정으로, RTX의 우주 사업 일부가 MDA로 이전된다. 블루캐니언은 85기 이상 위성을 발사한 콜로라도 소재 우주기업이다.","note_en":"On June 19, 2026, RTX signed a definitive agreement to divest Blue Canyon Technologies, its Raytheon smallsat manufacturer, to Canada's MDA Space for $620 million in an all-cash transaction. The deal is expected to close by the end of 2026 subject to regulatory approvals, transferring part of RTX's space portfolio to MDA. Blue Canyon is a Colorado-based space company that has launched more than 85 spacecraft.","sources":[{"stance":"confirms","publisher":"SpaceNews","publisher_en":"SpaceNews","kind":"news","lang":"en","published_at":"2026-06-19","url":"https://spacenews.com/mda-space-to-buy-blue-canyon-technologies-to-gain-foothold-in-u-s-market/","title":"MDA Space, 블루캐니언 인수로 미국 시장 발판 확보","title_en":"MDA Space to buy Blue Canyon Technologies to gain foothold in U.S. market","excerpt":"MDA Space has agreed to acquire Blue Canyon Technologies, currently part of RTX's Raytheon business, for $620 million.","excerpt_en":"MDA Space has agreed to acquire Blue Canyon Technologies, currently part of RTX's Raytheon business, for $620 million."},{"stance":"confirms","publisher":"MDA Space","publisher_en":"MDA Space","kind":"ir","lang":"en","published_at":"2026-06-19","url":"https://mda.space/article/mda-space-announces-definitive-agreement-to-acquire-us-based-blue-canyon-technologies-llc","title":"MDA Space, 미국 블루캐니언테크놀로지스 인수 확정 계약 발표","title_en":"MDA Space announces definitive agreement to acquire US-based Blue Canyon Technologies LLC","excerpt":"has signed a definitive agreement to acquire 100% of the membership interests of Blue Canyon Technologies LLC in an all-cash transaction for a purchase price and enterprise value of US$620 million. The transaction is expected to close by the end of 2026, subject to customary closing conditions and required regulatory approvals","excerpt_en":"has signed a definitive agreement to acquire 100% of the membership interests of Blue Canyon Technologies LLC in an all-cash transaction for a purchase price and enterprise value of US$620 million. The transaction is expected to close by the end of 2026, subject to customary closing conditions and required regulatory approvals"}]},{"direction":"revenue","counterparty":"해외 정부 (FMS)","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"%","as_of":"2025-12-31","basis":"국제 매출 413억1200만 달러 / 총매출 886억300만 달러","value":47,"period":"FY2025","basis_en":"$41.312B international sales / $88.603B total net sales"},"note":"해외 정부는 RTX의 큰 매출처로, FY2025 국제 매출은 413억1200만 달러로 총매출의 47%다. 대부분 패트리엇·NASAMS·SM-3 등 방공 시스템의 대외군사판매(FMS)와 직접상업판매다. 유럽 방위비 증액 수혜가 뚜렷해 2025년 12월 스페인에 패트리엇 4개 포대 17억 달러 계약을 수주했고, 독일·네덜란드·루마니아도 추가 발주했다.","note_en":"Foreign governments are a major revenue source: FY2025 international sales were $41.312 billion, or 47% of total net sales, mostly foreign military sales (FMS) and direct commercial sales of air-defense systems like Patriot, NASAMS, and SM-3. RTX is a clear beneficiary of rising European defense spending, winning a $1.7 billion contract to supply Spain with four Patriot fire units in December 2025, with additional orders from Germany, the Netherlands, and Romania.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC) EDGAR","publisher_en":"U.S. SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-06","url":"https://www.sec.gov/Archives/edgar/data/101829/000010182926000006/rtx-20251231.htm","title":"RTX Corporation FY2025 Form 10-K","title_en":"RTX Corporation FY2025 Form 10-K","excerpt":"Total international sales $ 41,312 $ 34,651 $ 29,440 Total international sales as a percentage of total net sales (1) 47 % 43 % 43 %","excerpt_en":"Total international sales $ 41,312 $ 34,651 $ 29,440 Total international sales as a percentage of total net sales (1) 47 % 43 % 43 %"},{"stance":"confirms","publisher":"RTX","publisher_en":"RTX","kind":"news","lang":"en","published_at":"2025-12-23","url":"https://www.rtx.com/news/news-center/2025/12/23/rtxs-raytheon-awarded-1-7-billion-contract-to-deliver-four-patriot-fire-units-t","title":"RTX 레이시온, 스페인에 패트리엇 4개 포대 공급 17억 달러 계약 수주","title_en":"RTX's Raytheon awarded $1.7 billion contract to deliver four Patriot fire units to Spain","excerpt":"Raytheon, an RTX (NYSE: RTX) business, was awarded a $1.7 billion contract to supply Spain with four Patriot air and missile defense systems.","excerpt_en":"Raytheon, an RTX (NYSE: RTX) business, was awarded a $1.7 billion contract to supply Spain with four Patriot air and missile defense systems."}]},{"direction":"revenue","counterparty":"U.S. Government (DoD)","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"%","as_of":"2025-12-31","basis":"미 정부 매출 332억7900만 달러 / 총매출 886억300만 달러 (FMS 제외)","value":38,"period":"FY2025","basis_en":"$33.279B U.S. government sales / $88.603B total net sales (excl. FMS)"},"note":"미국 정부가 RTX의 최대 단일 고객이다. FY2025 미 정부 매출은 332억7900만 달러로 총매출의 38%를 차지했으며(FMS 별도), 국방부(DoD)와 방산 매출의 절대다수가 여기서 나온다. 패트리엇·LTAMDS·SM-3·토마호크·AMRAAM·F135 엔진 등이 핵심 프로그램이다.","note_en":"The U.S. government is RTX's single largest customer. FY2025 sales to the U.S. government were $33.279 billion, or 38% of total net sales (excluding FMS), and the DoD accounts for a substantial majority of defense sales. Key programs include Patriot, LTAMDS, SM-3, Tomahawk, AMRAAM, and the F135 engine.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC) EDGAR","publisher_en":"U.S. SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-06","url":"https://www.sec.gov/Archives/edgar/data/101829/000010182926000006/rtx-20251231.htm","title":"RTX Corporation FY2025 Form 10-K","title_en":"RTX Corporation FY2025 Form 10-K","excerpt":"Sales to the U.S. government (1) $ 33,279 $ 32,246 $ 31,628 Sales to the U.S. government as a percentage of total net sales (1) (2) 38 % 40 % 46 %","excerpt_en":"Sales to the U.S. government (1) $ 33,279 $ 32,246 $ 31,628 Sales to the U.S. government as a percentage of total net sales (1) (2) 38 % 40 % 46 %"}]},{"direction":"revenue","counterparty":"Airbus","counterparty_slug":"airbus","confidence":"high","metric":{"type":"revenue_share","unit":"%","as_of":"2025-12-31","basis":"에어버스 매출 / 프랫앤휘트니 부문 매출 (할인·인센티브 반영 전)","value":29,"period":"FY2025","basis_en":"Airbus sales / Pratt & Whitney segment sales (prior to discounts and incentives)"},"note":"에어버스는 프랫앤휘트니의 최대 상용 고객으로, FY2025 P&W 부문 매출의 29%(할인·인센티브 반영 전)를 차지한다. P&W는 A320neo 계열과 A220에 PW1000G GTF 엔진을 공급하며, 콜린스도 에어버스에 항공전자·기체 장비를 납품한다.","note_en":"Airbus is Pratt & Whitney's largest commercial customer, representing 29% of P&W segment sales in 2025 (prior to discounts and incentives). P&W supplies the PW1000G GTF engine for the A320neo family and A220, and Collins also supplies avionics and airframe systems to Airbus.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC) EDGAR","publisher_en":"U.S. SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-06","url":"https://www.sec.gov/Archives/edgar/data/101829/000010182926000006/rtx-20251231.htm","title":"RTX Corporation FY2025 Form 10-K","title_en":"RTX Corporation FY2025 Form 10-K","excerpt":"Pratt & Whitney's largest commercial customer by sales is Airbus, with sales, prior to discounts and incentives, of 29%, 31%, and 48% of total Pratt & Whitney segment sales in 2025, 2024, and 2023, respectively.","excerpt_en":"Pratt & Whitney's largest commercial customer by sales is Airbus, with sales, prior to discounts and incentives, of 29%, 31%, and 48% of total Pratt & Whitney segment sales in 2025, 2024, and 2023, respectively."},{"stance":"confirms","publisher":"AIN","publisher_en":"Aviation International News","kind":"news","lang":"en","published_at":"2025-02-27","url":"https://www.ainonline.com/aviation-news/aerospace/2025-02-27/faa-approves-gtf-advantage-engine-a320neo-airliners","title":"FAA Approves Pratt & Whitney's GTF Advantage Engine For A320neo Airliners","title_en":"FAA Approves Pratt & Whitney's GTF Advantage Engine For A320neo Airliners","excerpt":"RTX 산하 프랫앤휘트니의 GTF 어드밴티지 기어드 터보팬이 에어버스 A320neo 계열을 구동하도록 FAA 인증을 받았다. RTX의 엔진 매출은 에어버스 기체 프로그램에서 나온다.","excerpt_en":"RTX's Pratt & Whitney GTF Advantage geared turbofan was FAA-certified to power the Airbus A320neo family, the source of RTX engine revenue on the Airbus program."}]},{"direction":"revenue","counterparty":"Boeing","counterparty_slug":"boeing","confidence":"high","metric":{"type":"revenue_share","unit":"%","as_of":"2025-12-31","basis":"보잉+에어버스 합산 매출 / 콜린스 부문 매출 (할인·인센티브 반영 전)","value":16,"period":"FY2025","basis_en":"Boeing + Airbus combined sales / Collins segment sales (prior to discounts and incentives)"},"note":"보잉은 에어버스와 함께 콜린스 에어로스페이스의 최대 상용 고객이다. 두 회사를 합친 매출이 FY2025 콜린스 부문 매출의 16%(할인·인센티브 반영 전)를 차지한다. 콜린스는 787·737 등에 항공전자·기체 시스템을 공급한다.","note_en":"Boeing, together with Airbus, is Collins Aerospace's largest commercial customer. Their combined sales were 16% of total Collins segment sales in 2025 (prior to discounts and incentives). Collins supplies avionics and airframe systems for platforms such as the 787 and 737.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC) EDGAR","publisher_en":"U.S. SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-06","url":"https://www.sec.gov/Archives/edgar/data/101829/000010182926000006/rtx-20251231.htm","title":"RTX Corporation FY2025 Form 10-K","title_en":"RTX Corporation FY2025 Form 10-K","excerpt":"Collins' largest commercial customers are Boeing and Airbus with combined sales, prior to discounts and incentives, of 16%, 16%, and 19% of total Collins segment sales in 2025, 2024, and 2023, respectively.","excerpt_en":"Collins' largest commercial customers are Boeing and Airbus with combined sales, prior to discounts and incentives, of 16%, 16%, and 19% of total Collins segment sales in 2025, 2024, and 2023, respectively."}]},{"direction":"cost","counterparty":"원자재·단일공급원 바스켓 (비공개)","counterparty_slug":null,"confidence":"high","metric":{"type":"input_cost_basket","as_of":"2025-12-31","basis":"10-K 공급망·원자재 서술 (코발트·탄탈룸·크롬·레늄·니켈·티타늄 단일공급원 리스크)","period":"FY2025","basis_en":"10-K supply-chain and raw-materials disclosure (cobalt, tantalum, chromium, rhenium, nickel, titanium single-source risk)","qualifier":"confirmed_no_disclosed_value"},"note":"RTX는 글로벌 공급망에 의존하며 코발트·탄탈룸·크롬·레늄·니켈·티타늄 등 희소 원자재를 조달한다. 일부 부품은 단일공급원·해외공급사에 의존하고, 과거 러시아 등 제재 지역에서 조달하던 원자재도 있어 공급 리스크가 서술된다. 개별 공급사·금액은 비공개.","note_en":"RTX depends on a global supply chain and procures scarce raw materials including cobalt, tantalum, chromium, rhenium, nickel, and titanium. Some components rely on single-source and foreign suppliers, and some materials were historically sourced from sanctioned areas such as Russia, creating supply risk. Individual suppliers and amounts are undisclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC) EDGAR","publisher_en":"U.S. SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-06","url":"https://www.sec.gov/Archives/edgar/data/101829/000010182926000006/rtx-20251231.htm","title":"RTX Corporation FY2025 Form 10-K","title_en":"RTX Corporation FY2025 Form 10-K","excerpt":"certain raw materials, such as cobalt, tantalum, chromium, rhenium, nickel, and titanium, and we rely on foreign suppliers as single-source suppliers of some components.","excerpt_en":"certain raw materials, such as cobalt, tantalum, chromium, rhenium, nickel, and titanium, and we rely on foreign suppliers as single-source suppliers of some components."}]},{"direction":"cost","counterparty":"Hanwha Aerospace","counterparty_slug":"hanwha-aerospace","confidence":"high","metric":{"type":"supply_relationship","as_of":"2025-04-30","basis":"한화에어로스페이스-P&W GTF 엔진 RSP 지분 계약 (금액 비공개)","period":"2015~ (진행 중)","basis_en":"Hanwha Aerospace-P&W GTF engine RSP stake agreement (value undisclosed)","qualifier":"confirmed_no_disclosed_value"},"note":"한화에어로스페이스는 2015년 프랫앤휘트니와 GTF(PW1000G) 엔진 RSP(Risk and Revenue Sharing Program) 계약을 맺고 엔진 부품을 분담 생산·공급하는 파트너다. RSP는 원제작사 매출뿐 아니라 리스크까지 지분만큼 공유하는 프로그램으로, 한화는 GTF 상용 엔진 프로그램의 구조적 비용처이자 협력사다.","note_en":"Hanwha Aerospace has been a risk-and-revenue-sharing partner supplying engine components for Pratt & Whitney's GTF (PW1000G) engines since signing an RSP (Risk and Revenue Sharing Program) contract in 2015. Under an RSP, the partner shares both revenue and risk in proportion to its stake, making Hanwha a structural supplier and collaborator on the GTF commercial engine program.","sources":[{"stance":"confirms","publisher":"딜사이트","publisher_en":"Dealsite","kind":"news","lang":"ko","published_at":"2025-04-30","url":"https://dealsite.co.kr/articles/140755","title":"한화에어로, GRF 엔진 2030년 흑자 전망","title_en":"Hanwha Aerospace expects GTF engine business to turn profitable by 2030","excerpt":"2015년 엔진 부품 사업에서 미국 프랫앤휘트니(P&W)와 GTF 엔진 RSP(Risk and Revenue Sharing Program) 계약을 맺었다.","excerpt_en":"In 2015, in its engine components business, Hanwha signed a GTF engine RSP (Risk and Revenue Sharing Program) contract with America's Pratt & Whitney (P&W)."},{"stance":"confirms","publisher":"한화","publisher_en":"Hanwha","kind":"news","lang":"en","published_at":"2021-03-24","url":"https://www.hanwha.com/newsroom/news/press-releases/hanwha-aerospace-usa-earns-supplier-gold-certification-from-pratt-whitney.do","title":"Hanwha Aerospace USA Earns 'Supplier Gold' Certification from Pratt & Whitney","title_en":"Hanwha Aerospace USA Earns 'Supplier Gold' Certification from Pratt & Whitney","excerpt":"한화에어로스페이스 USA는 최신 항공기 엔진용 IBR(일체형 블레이드 로터)와 케이스 등 엔진 부품을 생산하며 P&W(RTX)를 핵심 고객으로 두고, P&W로부터 Supplier Gold 인증을 받았다.","excerpt_en":"Hanwha Aerospace USA produces engine components such as integrally bladed rotors and cases with P&W (RTX) as a key customer, and earned P&W's Supplier Gold certification."},{"stance":"confirms","publisher":"프랫앤휘트니","publisher_en":"Pratt & Whitney","kind":"ir","lang":"en","published_at":"2019-06-17","url":"https://app.prattwhitney.com/Pratt-Whitney-and-Hanwha-Aerospace-Co-Ltd-Sign-GTF-TM-Engine-Aftermarket-Agreements","title":"Pratt & Whitney and Hanwha Aerospace Sign GTF Engine Aftermarket Agreements","title_en":"Pratt & Whitney and Hanwha Aerospace Sign GTF Engine Aftermarket Agreements","excerpt":"한화는 2015년부터 모든 GTF 엔진 프로그램의 리스크·수익 분담 파트너이며 GTF 부품 수리원으로 지정됐다.","excerpt_en":"Hanwha has been a risk and revenue sharing partner on all GTF engine programs since 2015 and was designated a repair source for GTF parts."}]},{"direction":"cost","counterparty":"머큐리시스템즈","counterparty_slug":"mercury-systems","confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"레이더 신호처리 서브시스템 조달처(LTAMDS 9기분 최대 $96M 하청 포함). 머큐리 FY2025 매출의 13%가 RTX향.","note_en":"Procures radar signal-processing subsystems (incl. up to $96M LTAMDS subcontract for nine radars); RTX accounts for 13% of Mercury's FY2025 revenue.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-11","url":"https://www.sec.gov/Archives/edgar/data/1049521/000104952125000024/mrcy-20250627.htm","title":"Mercury Systems 10-K FY2025","title_en":"Mercury Systems 10-K FY2025","excerpt":"RTX Corporation comprised 13% of Mercury's revenues in fiscal 2025.","excerpt_en":"RTX comprised 13% of Mercury's FY2025 revenues."},{"stance":"confirms","publisher":"GlobeNewswire","publisher_en":"GlobeNewswire","kind":"ir","lang":"en","published_at":"2024-02-01","url":"https://www.globenewswire.com/news-release/2024/02/01/2822461/18849/en/Mercury-Awarded-Subcontract-for-the-U-S-Army-s-Next-Generation-LTAMDS-Radar-System.html","title":"머큐리, 미 육군 LTAMDS 레이더 하청 수주","title_en":"Mercury awarded subcontract for the US Army's LTAMDS radar","excerpt":"Three-year subcontract worth as much as $96 million with Raytheon for LTAMDS radars.","excerpt_en":"Up to $96M LTAMDS subcontract with Raytheon."}]},{"direction":"cost","counterparty":"하우멧 에어로스페이스","counterparty_slug":"howmet-aerospace","confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"엔진 주조·단조 부품 조달처 — RTX가 하우멧 제3자 매출의 약 11%(2025).","note_en":"Engine castings/forgings supplier; RTX is ~11% of Howmet's 2025 third-party sales.","sources":[{"stance":"confirms","publisher":"미국 SEC(하우멧)","publisher_en":"SEC / Howmet Aerospace","kind":"filing","lang":"en","published_at":"2026-02-12","url":"https://www.sec.gov/Archives/edgar/data/4281/000000428126000012/hwm-20251231.htm","title":"하우멧 에어로스페이스 FY2025 연차보고서(10-K)","title_en":"Howmet Aerospace FY2025 Annual Report (Form 10-K)","excerpt":"RTX Corporation represented approximately 11% of Howmet's third-party sales (2025).","excerpt_en":"RTX ~11% of Howmet's 2025 third-party sales."}]},{"direction":"cost","counterparty":"L3Harris","counterparty_slug":"l3harris","confidence":"mid","metric":{"type":"supply_contract_value","unit":"USD million","as_of":"2024-07-23","basis":"스탠더드미사일 추진 시스템 5년 10억 달러 조달 계약 (당시 에어로젯로켓다인, 현 L3Harris 소유)","value":1000,"period":"2020 (5-year strategic agreement)","basis_en":"Five-year $1 billion agreement for Standard Missile propulsion systems (then Aerojet Rocketdyne, now owned by L3Harris)"},"note":"레이시온은 미사일용 고체로켓모터(SRM)를 L3Harris 산하 에어로젯로켓다인에 크게 의존한다. 2020년 스탠더드미사일 계열 추진 시스템에 대해 5년 10억 달러 조달 계약을 맺었고, L3Harris가 2023년 에어로젯을 인수했다. 2024년 기준 레이시온은 에어로젯·노스롭그루먼 외 제3의 국내 SRM 공급원을 모색할 만큼 이 관계가 핵심이다.","note_en":"Raytheon depends heavily on L3Harris's Aerojet Rocketdyne subsidiary for solid rocket motors (SRMs) used in its missiles. In 2020 it signed a five-year, $1 billion agreement to buy propulsion systems for Standard Missile products, and L3Harris acquired Aerojet in 2023. As of 2024 the relationship remained so critical that Raytheon was seeking a third domestic SRM source beyond Aerojet and Northrop Grumman.","sources":[{"stance":"confirms","publisher":"브레이킹디펜스","publisher_en":"Breaking Defense","kind":"news","lang":"en","published_at":"2025-04-07","url":"https://breakingdefense.com/2025/04/raytheon-awards-northrop-nammo-solid-rocket-motor-development-contracts/","title":"Raytheon awards Northrop, Nammo solid rocket motor development contracts","title_en":"Raytheon awards Northrop, Nammo solid rocket motor development contracts","excerpt":"현재 레이시온의 Mk72 고체로켓모터는 L3Harris가 생산한다. 미국 고체로켓모터 공급이 L3Harris와 노스럽 단 두 곳뿐이라는 제약 때문에 레이시온은 추가 공급원을 찾고 있다.","excerpt_en":"Currently the Mk72 solid rocket motor for Raytheon is built by L3Harris; constraints on a US SRM supply comprised solely of L3Harris and Northrop have pushed Raytheon to seek additional sources."},{"stance":"confirms","publisher":"Defense One","publisher_en":"Defense One","kind":"news","lang":"en","published_at":"2024-07-23","url":"https://www.defenseone.com/business/2024/07/raytheon-hunting-another-us-supplier-solid-rocket-motors/398263/","title":"레이시온, 또 다른 미국산 고체로켓모터 공급원 모색","title_en":"Raytheon hunting for another US supplier of solid rocket motors","excerpt":"We are strategically looking at how we can have a third domestic source of rocket motors","excerpt_en":"We are strategically looking at how we can have a third domestic source of rocket motors"},{"stance":"confirms","publisher":"Military & Aerospace Electronics","publisher_en":"Military & Aerospace Electronics","kind":"news","lang":"en","published_at":"2020-03-26","url":"https://www.militaryaerospace.com/commercial-aerospace/article/14231203/standard-missile-products-propulsion","title":"레이시온, 에어로젯로켓다인과 스탠더드미사일 추진 시스템 10억 달러 계약","title_en":"Raytheon, Aerojet Rocketdyne reach $1 billion propulsion system deal","excerpt":"Raytheon Company's Missile Systems business has reached a $1 billion, five-year strategic agreement to purchase propulsion systems from Aerojet Rocketdyne for Standard Missile products.","excerpt_en":"Raytheon Company's Missile Systems business has reached a $1 billion, five-year strategic agreement to purchase propulsion systems from Aerojet Rocketdyne for Standard Missile products."}]},{"direction":"cost","counterparty":"Northrop Grumman","counterparty_slug":"northrop-grumman","confidence":"mid","metric":{"type":"supply_relationship","as_of":"2024-07-23","basis":"레이시온 고체로켓모터 2대 공급원 중 하나로 노스롭그루먼 명시","period":"2024","basis_en":"Northrop Grumman named as one of Raytheon's two solid rocket motor suppliers","qualifier":"confirmed_no_disclosed_value"},"note":"레이시온의 또 다른 고체로켓모터 공급원은 노스롭그루먼이다. 미국 SRM 시장은 L3Harris(에어로젯)와 노스롭그루먼 양강 구도이며, 레이시온은 AMRAAM·사이드와인더 등 증산 수요에 대응해 두 공급사에 의존한다.","note_en":"Raytheon's other solid rocket motor supplier is Northrop Grumman. The U.S. SRM market is a duopoly of L3Harris (Aerojet) and Northrop Grumman, and Raytheon relies on both to meet surging demand for missiles such as AMRAAM and Sidewinder.","sources":[{"stance":"confirms","publisher":"브레이킹디펜스","publisher_en":"Breaking Defense","kind":"news","lang":"en","published_at":"2025-04-07","url":"https://breakingdefense.com/2025/04/raytheon-awards-northrop-nammo-solid-rocket-motor-development-contracts/","title":"Raytheon awards Northrop, Nammo solid rocket motor development contracts","title_en":"Raytheon awards Northrop, Nammo solid rocket motor development contracts","excerpt":"레이시온은 노스럽 그러먼(과 노르웨이 Nammo)에 Mk72 고체로켓모터 자체 생산라인 개발 계약을 발주해, 노스럽을 이중 공급원으로 편입했다.","excerpt_en":"Raytheon awarded Northrop Grumman (and Norway's Nammo) a contract to develop their own Mk72 SRM production line, bringing Northrop in as a dual source."},{"stance":"confirms","publisher":"Defense One","publisher_en":"Defense One","kind":"news","lang":"en","published_at":"2024-07-23","url":"https://www.defenseone.com/business/2024/07/raytheon-hunting-another-us-supplier-solid-rocket-motors/398263/","title":"레이시온, 또 다른 미국산 고체로켓모터 공급원 모색","title_en":"Raytheon hunting for another US supplier of solid rocket motors","excerpt":"RTX currently depends on L3Harris's Aerojet Rocketdyne subsidiary for solid rocket motors alongside Northrop Grumman.","excerpt_en":"RTX currently depends on L3Harris's Aerojet Rocketdyne subsidiary for solid rocket motors alongside Northrop Grumman."}]},{"direction":"revenue","counterparty":"Leonardo","counterparty_slug":"leonardo","confidence":"mid","metric":null,"note":"레오나르도의 주력 헬기 AW139는 RTX 산하 프랫앤휘트니 캐나다의 PT6C-67C 엔진 2기로 구동된다.","note_en":"Leonardo's flagship AW139 helicopter is powered by two Pratt & Whitney Canada (an RTX unit) PT6C-67C engines.","sources":[{"stance":"confirms","publisher":"레오나르도","publisher_en":"Leonardo","kind":"ir","lang":"en","published_at":"2023-12-07","url":"https://www.leonardo.com/en/press-release-detail/-/detail/07.12.23","title":"레오나르도·프랫앤휘트니 캐나다, PT6C-67C 탑재 AW139 100% SAF 비행 최초 달성","title_en":"Leonardo and Pratt & Whitney Canada achieve first 100% SAF flight with PT6C-67C-powered AW139","excerpt":"레오나르도 AW139 헬기는 프랫앤휘트니 캐나다(RTX)의 PT6C-67C 엔진 2기를 탑재한다.","excerpt_en":"The Leonardo AW139 helicopter is powered by two Pratt & Whitney Canada (RTX) PT6C-67C engines."}]},{"direction":"revenue","counterparty":"미국 정부 우주 (SDA·Space Force·NASA)","counterparty_slug":null,"confidence":"mid","metric":{"type":"revenue_relationship","as_of":"2025-12-31","basis":"레이시온 통합 우주 솔루션 + 블루캐니언 위성 버스 (SDA·NASA), 우주 단독 매출 비공개","period":"FY2025","basis_en":"Raytheon integrated space solutions + Blue Canyon satellite buses (SDA, NASA); standalone space revenue undisclosed","qualifier":"confirmed_no_disclosed_value"},"note":"레이시온은 센서·미션관제·위성관제·소프트웨어를 아우르는 통합 우주 솔루션을 미 정부에 공급한다. 소형위성 자회사 블루캐니언은 SDA 미사일 추적 위성군 등에 Saturn급 위성 버스를 제공해 왔고, 2025년에는 NASA ARCSTONE 달 보정 임무용 위성을 납품했다. 이 우주 매출의 상당분은 미 정부(38% 정부 매출)에 포함된다.","note_en":"Raytheon supplies the U.S. government with integrated space solutions spanning sensors, mission orchestration, satellite control, and software. Its smallsat subsidiary Blue Canyon has provided Saturn-class satellite buses for SDA missile-tracking constellations and, in 2025, delivered a satellite for NASA's ARCSTONE lunar-calibration mission. Much of this space revenue falls within the 38% U.S. government share.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC) EDGAR","publisher_en":"U.S. SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-06","url":"https://www.sec.gov/Archives/edgar/data/101829/000010182926000006/rtx-20251231.htm","title":"RTX Corporation FY2025 Form 10-K","title_en":"RTX Corporation FY2025 Form 10-K","excerpt":"Raytheon delivers integrated space solutions including sensors, mission orchestration, satellite control, and software.","excerpt_en":"Raytheon delivers integrated space solutions including sensors, mission orchestration, satellite control, and software."},{"stance":"mentions","publisher":"RTX","publisher_en":"RTX","kind":"news","lang":"en","published_at":"2025-06-25","url":"https://www.rtx.com/news/news-center/2025/06/25/rtx-provides-blue-canyon-satellite-to-shape-future-space-missions","title":"RTX, 블루캐니언 위성으로 미래 우주 임무 지원","title_en":"RTX provides Blue Canyon satellite to shape future space missions","excerpt":"Blue Canyon Technologies, RTX's small satellite manufacturer and mission services provider, offers a diverse portfolio of innovative, reliable and affordable spacecraft and components that enable a broad range of missions and technological advancements for the new space economy.","excerpt_en":"Blue Canyon Technologies, RTX's small satellite manufacturer and mission services provider, offers a diverse portfolio of innovative, reliable and affordable spacecraft and components that enable a broad range of missions and technological advancements for the new space economy."}]},{"direction":"cost","counterparty":"아비오","counterparty_slug":"avio","confidence":"mid","metric":{"as_of":"2025-11-10","qualifier":"partnership_development_contract"},"note":"레이시온(RTX)이 Avio와 국방용 고체로켓모터(SRM) 개발계약(2024-07)·美 생산시설 MoU(2025-11) 체결 — 공급망 다변화 위한 SRM 조달처.","note_en":"RTX's Raytheon contracted Avio for defense solid rocket motor development (Jul 2024) and a U.S. facility MoU (Nov 2025) to diversify its SRM supply base.","sources":[{"stance":"confirms","publisher":"RTX","publisher_en":"RTX","kind":"ir","lang":"en","published_at":"2025-11-10","url":"https://www.rtx.com/news/news-center/2025/11/10/rtxs-raytheon-avio-sign-mou-to-establish-new-solid-rocket-motor-facility-in-the","title":"RTX's Raytheon, Avio sign MoU to establish new solid rocket motor facility in the U.S.","title_en":"RTX's Raytheon, Avio sign MoU to establish new solid rocket motor facility in the U.S.","excerpt":"RTX's Raytheon, Avio sign MoU... new solid rocket motor facility in the U.S.","excerpt_en":"RTX's Raytheon, Avio sign MoU to establish new solid rocket motor facility in the U.S."},{"stance":"confirms","publisher":"RTX","publisher_en":"RTX","kind":"ir","lang":"en","published_at":"2024-07-23","url":"https://www.rtx.com/news/news-center/2024/07/23/rtxs-raytheon-partners-with-avio-to-build-a-more-resilient-u-s-defense-industri","title":"RTX's Raytheon partners with AVIO to build a more resilient U.S. Defense Industrial Base for solid rocket motor production","title_en":"RTX's Raytheon partners with AVIO to build a more resilient U.S. Defense Industrial Base for solid rocket motor production","excerpt":"Raytheon... signed a contract with Avio... development of critical solid rocket motors for defense applications.","excerpt_en":"Raytheon signed a contract with Avio for development of critical solid rocket motors for defense applications."}]},{"direction":"revenue","counterparty":"텍스트론 (P&WC 엔진)","counterparty_slug":"textron","confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"프랫앤휘트니 캐나다가 세스나 터보프롭(스카이커리어·캐러밴)에 엔진 판매.","note_en":"Pratt & Whitney Canada sells turboprop engines for Cessna aircraft (SkyCourier, Caravan).","sources":[{"stance":"confirms","publisher":"GlobeNewswire (P&WC)","publisher_en":"GlobeNewswire (P&WC)","kind":"ir","lang":"en","published_at":"2017-11-28","url":"https://www.globenewswire.com/news-release/2017/11/28/1419254/0/en/Pratt-Whitney-Canada-to-Power-New-Twin-Engine-Large-Utility-Aircraft-from-Textron-Aviation.html","title":"P&WC, 텍스트론 스카이커리어 엔진 선정","title_en":"P&WC to power Textron Aviation's SkyCourier","excerpt":"P&WC powers the Cessna SkyCourier (PT6A-65SC).","excerpt_en":"P&WC powers the Cessna SkyCourier."}]}]}