RTX Corp

• RED SEA / HOUTHI ESCALATION

  Standard Missile family + Coyote interceptor — exact systems being expended on Houthi drones daily. Restock cycle is multi-year.

• TAIWAN BLOCKADE SCENARIO

  Same Pacific posture thesis. SM-6, Standard Missile family — naval anti-air defence. Already in heavy Indo-Pacific deployment.

• UKRAINE WAR / RUSSIA SANCTIONS

  Patriot systems are core to Ukrainian air defence. Restock cycle multi-year. NASAMS production at full capacity. Already moved on this thesis but order book extends well beyond conflict resolution.

Raytheon + Collins Aerospace. Missile defence systems in high demand during Hormuz crisis. Patriot systems deployed.

• ●Strait of Hormuz Crisis
• ◐Red Sea / Houthi Escalation
• ?Taiwan Blockade Scenario
• ◐Ukraine War / Russia Sanctions