Paid 11 min read
Why RTX's build rate re-rates it
Subscribers get the full thesis, the levels, and my positioning on RTX. Subscribe to read on.
RTXLast 30 days
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RTX
Notes mentioning RTX
2Free 3 min read
RTX: backlog gives multi-year visibility
Build-rate normalisation flows straight to margins at this point in the cycle.
RTXLast 30 days
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