Possible scenario
Smooth AMRAAM Ramp
45% Chance
RTX executes the Air Force award largely as planned, building on the 2026 supplier ramp deals and NATO component expansion already in place. The contract reinforces Raytheon's position as the central U.S. and allied supplier of beyond-visual-range air-to-air missiles.
Secondary impacts
- Industrials +0.7%
Tickers
- RTX+4.9%
- LHX+1.3%
- LMT+0.5%
- NOC+0.2%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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