RTX's Raytheon awarded $197 million contract for Poland airborne reconnaissance system

Rhea-AI Summary

RTX (NYSE: RTX) was awarded a $197 million contract from the U.S. Air Force Life Cycle Management Center to deliver the MS-110 Multispectral Reconnaissance System to Poland, the first NATO member to acquire the system.

The deal covers production, aircraft integration and engineering support for seven advanced reconnaissance pods, with work in Westford, Mass. and completion expected by August 2031.

Positive

• $197 million firm contract awarded
• Delivery of seven MS-110 reconnaissance pods
• Poland: first NATO member to acquire MS-110 capability

Negative

• Work scheduled through August 2031, extending delivery timeline

News Market Reaction

-0.90%

1 alert

-0.90% News Effect

On the day this news was published, RTX declined 0.90%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Contract value: $197 million Reconnaissance pods: 7 pods Contract completion: August 2031 +5 more

8 metrics

Contract value $197 million U.S. Air Force Life Cycle Management Center award for MS-110 system for Poland

Reconnaissance pods 7 pods Number of advanced MS-110 reconnaissance pods included in contract

Contract completion August 2031 Expected completion date for MS-110 contract work in Westford, Mass.

NATO adoption order 1st NATO member Poland is first NATO member to acquire MS-110 capability

Global adoption order 4th air force Fourth global air force to acquire MS-110 capability

Q3 2025 net sales $22.478B Net sales reported in 10-Q for Q3 2025

Q3 2025 diluted EPS $1.41 Diluted EPS in Q3 2025 vs $1.09 a year earlier

Q3 2025 operating profit $2.523B Operating profit reported in Q3 2025 10-Q

Market Reality Check

Price: $199.88 Vol: Volume 10,070,181 is 1.88...

high vol

$199.88 Last Close

Volume Volume 10,070,181 is 1.88x the 20-day average of 5,358,654, indicating elevated interest ahead of and around this contract news. high

Technical Shares at 201.28 are trading above the 200-day MA of 158.65 and are 0.86% below the 52-week high of 203.03.

Peers on Argus

RTX gained 3.68% with strong volume. Large defense peers were mostly positive (e...

RTX gained 3.68% with strong volume. Large defense peers were mostly positive (e.g., LMT +2.58%, NOC +4.48%, BA +0.85%, GD +0.58%), while HWM slipped -0.52%. Scanner data did not flag a coordinated sector momentum move, suggesting a stock-specific driver.

Common Catalyst One peer, GD, reported earnings on the same day, but no broad, shared headline theme appears across the group.

Historical Context

5 past events · Latest: Jan 21 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 21	Defense support deals	Positive	+0.6%	Three-year parts distribution agreements to expand C-130 support network.
Jan 14	Space mission contract	Positive	+2.5%	Blue Canyon minisatellite provided for NASA Pandora exoplanet mission.
Jan 07	Mini-tender warning	Negative	-2.5%	Company urged shareholders to reject deeply discounted mini-tender offer.
Jan 06	Earnings date notice	Neutral	+1.1%	Announcement of Q4 and full-year 2025 earnings release and call schedule.
Jan 05	FAA radar contract	Positive	+1.1%	Collins Aerospace awarded <b>$438M</b> FAA contract for next-gen surveillance radars.

Pattern Detected

Recent RTX headlines about new contracts and space missions have generally seen modest positive price reactions, while shareholder-tender related news drew a negative response.

Recent Company History

Over the past month, RTX has issued several operational updates. On Jan 5, it disclosed a $438M FAA radar contract, followed by an earnings-date announcement on Jan 6. A mini-tender offer warning on Jan 7 coincided with a negative move, while space-related news on Jan 14 and C‑130 support agreements on Jan 21 saw modest gains. Today’s Polish MS‑110 contract extends this pattern of contract-driven backlog and capability wins.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-09-18

RTX has an effective S-3ASR shelf registration filed on 2025-09-18 and expiring on 2028-09-18. The prospectus allows issuance of various securities types, with specific terms set in future supplements. As of the latest data, usage count is 0, indicating no takedowns have been executed under this shelf.

Market Pulse Summary

This announcement highlights a $197 million MS-110 multispectral reconnaissance contract for Poland,...

Analysis

This announcement highlights a $197 million MS-110 multispectral reconnaissance contract for Poland, expanding RTX’s defense and intelligence footprint and marking the first NATO member to adopt this system. Recent history shows multiple contract and program wins alongside solid reported financials. Investors may focus on how such awards contribute to backlog, execution through August 2031, and any updates in future filings or earnings on margins, deployment pace, and follow-on orders.

Key Terms

multispectral reconnaissance system, artificial intelligence, machine learning, multispectral imaging, +1 more

5 terms

multispectral reconnaissance system technical

"awarded a $197 million contract ... for the MS-110 Multispectral Reconnaissance System."

A multispectral reconnaissance system is a set of sensors and cameras that capture images and data across several parts of the electromagnetic spectrum (for example visible light, infrared and short-wave infrared) from platforms like satellites, aircraft or drones. Think of it as using different camera filters at once to reveal details invisible to the eye—heat, material differences or moisture. Investors watch this technology because it drives government and commercial contracts, recurring data services and competitive advantages for companies in defense, mapping, agriculture and environmental monitoring.

artificial intelligence technical

"With artificial intelligence and machine learning, the MS-110 quickly processes..."

Artificial intelligence is the ability of computers and machines to perform tasks that typically require human thinking, such as understanding language, recognizing patterns, or making decisions. For investors, it matters because AI can enhance efficiency, uncover new insights, and enable smarter strategies, potentially impacting the value and performance of companies that develop or utilize this technology.

machine learning technical

"With artificial intelligence and machine learning, the MS-110 quickly processes..."

Machine learning is a set of computer programs that learn patterns from large amounts of data and improve their predictions or decisions over time, like a recipe that gets better each time it’s adjusted based on taste tests. For investors it matters because these systems can speed up analysis, spot trends or risks humans might miss, automate routine work, and potentially create competitive advantages or cost savings that affect a company’s performance.

multispectral imaging technical

"provides improved intelligence advantage ... by using multispectral imaging..."

Multispectral imaging is a way of taking pictures that capture light across several distinct bands, including wavelengths the human eye cannot see, to reveal material properties or features hidden in ordinary photos. For investors, this technology can signal improved product capabilities, more accurate testing or monitoring, and new market opportunities or cost savings for companies that use it, making it a factor in competitive advantage and capital allocation decisions.

medium-altitude long-endurance drones technical

"compatible with ... special mission craft and medium-altitude long-endurance drones."

Uncrewed aircraft that operate at mid-level altitudes for many hours or days, carrying cameras, sensors, or communications gear instead of pilots. Think of them as a roaming, high-altitude cellphone tower and surveillance post combined: they gather continuous data, extend communications, or monitor large areas at lower cost than satellites or manned planes. Investors watch them because demand affects defense and aerospace sales, recurring service contracts, regulatory risk, and long-term operational costs.

AI-generated analysis. Not financial advice.

Contract provides first NATO member with MS-110

WESTFORD, Mass., Jan. 28, 2026 /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, has been awarded a $197 million contract from the U.S. Air Force Life Cycle Management Center for the MS-110 Multispectral Reconnaissance System. The contract includes production, aircraft integration and engineering support for the Polish Air Force, the first NATO member and fourth global air force to acquire the capability.

The contract includes seven advanced reconnaissance pods that provide sophisticated hardware and software. With artificial intelligence and machine learning, the MS-110 quickly processes and interprets day and night, wide-area, and long-range imagery.

"The MS-110 system brings advanced capability by pushing next-generation processing to the tactical edge to defeat camouflage and decoys in near real time," said Dan Theisen, president of Advanced Products and Solutions. "This capability empowers the U.S. and our allies to maintain a strategic advantage in an evolving global defense landscape by bolstering survivability, responsiveness and wide area surveillance."

The MS-110 system provides improved intelligence advantage over legacy systems by using multispectral imaging, common ground coverage of all bands and improved area coverage at long ranges. MS-110 is compatible with carriage on advanced fighters, maritime patrol aircraft, special mission craft and medium-altitude long-endurance drones.

Work on this contract will be conducted in Westford, Mass. and is expected to be completed by August 2031.

About Raytheon
Raytheon, an RTX business, is a leading provider of defense solutions to help the U.S. government, our allies and partners defend their national sovereignty and ensure their security. For more than 100 years, Raytheon has developed new technologies and enhanced existing capabilities in integrated air and missile defense, smart weapons, missiles, advanced sensors and radars, interceptors, space-based systems, hypersonics and missile defense across land, air, sea and space.

About RTX
RTX is the world's largest aerospace and defense company. With more than 180,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.

For questions or to schedule an interview, please contact corporatepr@rtx.com.

 

View original content:https://www.prnewswire.com/news-releases/rtxs-raytheon-awarded-197-million-contract-for-poland-airborne-reconnaissance-system-302672241.html

SOURCE RTX

FAQ

What did RTX announce about the $197 million Poland contract on January 28, 2026?

RTX announced a $197 million U.S. Air Force contract to supply MS-110 systems to Poland. According to the company, work includes production, aircraft integration and engineering support for seven reconnaissance pods, with completion expected by August 2031.

How many MS-110 pods is RTX delivering to the Polish Air Force under the RTX January 28, 2026 contract?

RTX will deliver seven MS-110 multispectral reconnaissance pods to Poland. According to the company, the contract covers production, aircraft integration and engineering support for those seven advanced pods.

What capabilities does the MS-110 system provide in the RTX (RTX) Poland award?

The MS-110 provides multispectral day/night wide-area and long-range imagery processing. According to the company, it uses AI/ML to process imagery at the tactical edge and improve detection of camouflage and decoys in near real time.

When will work on the RTX MS-110 Poland contract be completed and where is it performed?

Work on the contract is expected to be completed by August 2031 and performed in Westford, Mass. According to the company, engineering support and aircraft integration are part of the program scope.

Why is the Poland MS-110 purchase significant for RTX and NATO on January 28, 2026?

Poland is the first NATO member to acquire the MS-110, expanding the system's international footprint. According to the company, this marks the fourth global air force purchase and underscores allied capability sharing.