Raytheon, a unit of RTX Corporation, secured a $3.7 billion contract to supply Patriot® GEM‑T interceptors to Ukraine. The deal, announced on April 14 2026, will be fulfilled through a new production line in Schrobenhausen, Germany, operated by the COMLOG joint venture of Raytheon and MBDA Deutschland. The facility is positioned to support a direct commercial sale to Ukraine and to other customers, ensuring a steady, reliable supply of combat‑proven interceptors for U.S. and allied forces.
The contract expands Raytheon’s production capacity in Europe and secures a multi‑year revenue stream for RTX’s defense segment. By leveraging the COMLOG joint venture, RTX can tap into a dedicated European supply chain that has been built to support Patriot batteries for 19 countries. The move also mitigates supply‑chain risk for Ukraine, where demand for air‑defense missiles has surged amid the ongoing conflict with Russia.
RTX’s FY2025 sales topped $88 billion, with the defense segment contributing a significant portion of that figure. The company’s Q4 2025 results showed an EPS of $1.55 and revenue of $24.24 billion, a 12.1% year‑over‑year increase. The new contract adds a substantial, predictable order that will reinforce the defense segment’s growth trajectory and help RTX meet its upcoming earnings guidance for 2026.
Phil Jasper, Raytheon President, said the company is “focused on maximizing production capacity, ensuring a steady, reliable supply of these combat‑proven interceptors for the U.S. and allies like Ukraine who rely on Patriot to protect their citizens, infrastructure and sovereignty.” He added that Raytheon is “investing heavily to increase GEM‑T production to support growing global demand, driven by major internal and partner investments, second‑sourcing initiatives and the expansion of our global supply chain.”
Germany’s €4 billion ($4.7 billion) defense package for Ukraine includes funding for several hundred Patriot missiles, underscoring a broader European commitment to bolster Ukraine’s air defense. The new German facility and the contract together address reported shortages of air‑defense missiles caused by extensive deployment and global demand, positioning RTX to meet both current and future needs of Ukraine and other allies.
The multi‑year contract not only provides a stable revenue stream for RTX’s defense business but also signals the company’s continued leadership in air‑defense technology. By expanding production in Europe, Raytheon strengthens its ability to respond to geopolitical shifts and to secure future orders from U.S. allies, reinforcing its strategic position in the global defense market.
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