Raytheon Technologies: Hurry Up And Wait For A Generational Boom In Defense Spending

Christopher Robb profile picture
Christopher Robb


  • Raytheon Technologies is slated to be one of the primary beneficiaries of elevated defense spending by the United States and Allies.
  • The company is well suited to benefit from the demands of a high intensity conflict and great power conflict.
  • The company's product mix is particularly congruent with evolving defense needs.
  • Rising international sales and potential new clients dependent on Russian arms are underappreciated bullish factors.
  • Raytheon's secular tailwinds and strong competitive position insulate it from the many risks facing markets in 2023.

Patriot Missile Training

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Investing in beneficiaries of transformational trends that can stand up to economic uncertainty is one way to beat the market during uncertain times. Another way is to invest in companies with strong competitive moats. Raytheon (NYSE:RTX) is in the

This article was written by

Christopher Robb profile picture
I was Senior Writer and Vice President at Fundstrat Global Advisors for over 2 years. Prior to that, I was Senior Research Analyst at Dentons, now the world's largest law firm. I focus on company management, fundamentals, earnings, contrarian investing, and the effects of geopolitical developments on risk assets.

Disclosure: I/we have a beneficial long position in the shares of RTX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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