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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Ccube who wrote (73162)	7/25/2023 11:04:33 PM
From: Spekulatius	Respond to of 78958

I bet the cost will be higher than $500M but it hopefully won’t impact the company ask that much. With RTX, keep in mind that P&W is currently under earnings because the GTF (new engine generation) is at the beginning of its life cycle and obviously has teething issues. This issue will likely delay the profitability ramp in this segment. The other business lines are seeing strong order flow. Collins has a strong business outlook and is very cash generating. The defense business is strong in missiles/ missile defense systems (Patriot) and they have a franchise in rocket systems for pretty much any platform and they are getting showered with orders now.