RTX’s Raytheon division announced a $197 million contract from the U.S. Air Force Life Cycle Management Center to supply the Polish Air Force with the MS‑110 Multispectral Reconnaissance System. The deal covers production, aircraft integration, and engineering support for seven advanced pods that deliver day‑ and night‑time, wide‑area, long‑range imagery enhanced by AI and machine learning.
The MS‑110 system is the fourth platform worldwide to be adopted by a national air force and the first NATO member to acquire it. Poland’s procurement signals a broader shift in Eastern European defense posture and reinforces RTX’s position as a leading ISR supplier. The contract adds a multi‑year revenue stream that aligns with RTX’s strategy to grow international defense orders.
RTX’s Q4 2025 earnings, released on January 27 2026, showed revenue of $24.2 billion—$1.51 billion above estimates—and adjusted EPS of $1.55, beating consensus by $0.09. The results were driven by strong demand in the Raytheon ISR segment, which grew 12% YoY, and disciplined cost management that kept operating margin at 9.9% despite inflationary pressures.
Management highlighted the Polish contract as a key contributor to the company’s 2026 outlook. RTX expects full‑year 2026 revenue of $92–$93 billion and adjusted EPS of $6.60–$6.80, a 5–6% organic growth rate. The new contract is projected to deliver $30 million of incremental revenue in 2026 and $50 million in 2027, supporting the guidance and underscoring confidence in sustained demand for advanced ISR platforms.
The contract’s completion is slated for August 2031, with engineering support spanning the full lifecycle. By securing this deal, RTX strengthens its foothold in a strategically important market and positions itself to capture future opportunities in the European defense arena.
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