RTX and the defense surge
RTX and the defense surge
it is pretty wild to see how much demand there is for defense tech right now with RTX hitting new highs. do you think will be able to turn that massive backlog into actual cash flow quickly enough for investors? i would love to hear what you guys think about their delivery schedules.
RTX’s backlog is definitely impressive. The key is whether they can convert that demand into cash flow without delivery delays or rising costs eating into margins.
i'm not sure rtx can actually avoid those delays given the current state of the global supply chain. it seems like a really uphill battle for them right now.
The backlog looks strong, but the real question is how fast RTX can turn those orders into consistent cash flow.
the demand for RTX products is definitely high right now. i think the delivery schedules might be a bit slow at first but they usually figure it out eventually.
RTX's backlog is a strong tailwind, but converting it into steady cash flow will come down to execution, production capacity, and delivery timelines.
it will be interesting to see if RTX can speed up their production lines. the demand is clearly there if they can meet it.
