RTX and Northrop are the first major defense companies to declare fourth-quarter 2025 earnings this week, and their approach on dividends could signal how industry at large is interpreting the Jan. 7 executive order.
“There was an impact, of course, with the four-week stoppage on our ability to ship all the GTFs and F135s that was in our plan,” RTX CEO Chris Calio told investors.
The Network Tactical Common Data Link system enables secure comms and ISR for carrier strike groups and their air and naval assets.
The six largest US defense firms all reported quarterly results this week, and the potential impact of tariffs was front and center.
In which five executives, three lawmakers and two Pentagon officials weigh in on whether they think DOGE will be a good thing or a bad thing for the Defense Department.
During a Tuesday event, several chief executives from US and European weapons companies pointed to interoperability as a key consideration as defense firms ramp up munitions production and nail down new coproduction agreements.
Calio has overseen the reorganization of RTX into three business units, and has said the company will further de-emphasize its role as a space prime contractor.
Midsized companies can offer flexibility and agility while keeping intellectual property in the hands of the government.