Defense Giant RTX Lands $1.25B Missile Supply Deal—Here's What It Means

RTX Corp just clinched a hefty $1.25 billion contract to ship Tamir surface-to-air missiles to Israel, marking a major push in defense procurement.

The deal flows through Raytheon-Rafael Protection Systems (R2S), a joint venture that’s ramping up production capacity fast. To back this, the partners just dropped $33 million on a brand-new manufacturing facility in East Camden, Arkansas—operational as of this month—to support Israel’s Missile Defense Organization (IMDO) and scale up Iron Dome interceptor output.

Why this matters: The Tamir missiles aren’t just for Israel’s Iron Dome system. The U.S. military is getting in on this too—the same tech will power SkyHunter, the Marine Corps’ new Medium-Range Intercept Capability program. So this is basically a two-for-one deal: Israel gets upgraded air defense, the USMC gets next-gen capabilities, and RTX gets steady revenue from both.

Stock reaction: RTX shares ticked up 0.44% in pre-market trading, hovering around $172.82 on NYSE. Not a huge move, but the market’s digesting the strategic upside—long-term defense contracts like this are the bread and butter for aerospace plays.

The takeaway? When geopolitics + military procurement collide, defense contractors tend to win. RTX just proved it.