RTX Option Alert: Jan 16 $120 Puts at the Bid: 1000 vs 1778 OI; Earnings 4/22 Before Open [est] 

RTX Option Alert: Jan 16 $120 Puts at the Bid: 1000 @ $5.75 vs 1778 OI; Earnings 4/22 Before Open [est] Ref=$131.66

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Raytheon Technologies

RTX is an aerospace and defense manufacturer formed from the merger of United Technologies and Raytheon, with roughly equal exposure as a supplier to commercial aerospace and to the defense market across three segments: Collins Aerospace, a diversified aerospace supplier; Pratt & Whitney, a commercial and military aircraft engine manufacturer; and Raytheon, a defense prime contractor providing a mix of missiles, missile defense systems, sensors, hardware, and communications technology to the military.

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El consorcio liderado por Palantir y Anduril promete revolucionar la contratación de defensa con IA y tecnologías avanzadas.

Palantir (PLTR) lidera consorcio tecnológico para transformar contratos de defensa en EE.UU.

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Jim Cramer revela sus acciones favoritas en &#34;Mad Money Lightning Round&#34;. Conoce su opinión sobre ARM, ET, PAYX y RTX.

Jim Cramer recomienda estas acciones: lo que debes considerar antes de invertir

RTX Corp

Elon Musk's SpaceX and Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) could play a crucial role in building U.S. President Donald Trump's Golden Dome missile defense system.
What Happened: In a report published by Reuters on Thursday, the news agency cites six people who are familiar with the matter saying the bid by Musk's SpaceX, Palantir, as well as drone manufacturing startup Anduril, emerged as ‘frontrunners' for the project.
However, the report also suggests that despite the ‘positive signals' to SpaceX, the decision process was still at a nascent stage. The companies met with officials in the Trump administration in the past few weeks to discuss the bid.
In the meetings, the companies have shared their plans for building anywhere between 400 to 1000 satellites, which will track global missile movements. There would also be a separate fleet of 200 ‘attack' satellites, the report said.
Sources cited in the report also suggest that SpaceX has offered its role in the operations as a subscription service, rather than the government owning the technology outright, though officials remain skeptical about the same.
According to the report, SpaceX is eyeing the ‘custody layer' of the operation, which involves satellites tracking missiles. Sources say SpaceX suggests it could cost anywhere between $6 billion to $10 billion to develop these satellites.
Musk's team isn't the only party involved, as there are many players eyeing up the contract. Officials in the report suggest the Pentagon has received interest from over 180 companies. The likes of Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), RTX Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>), Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), and more are also expected to be a part of the process. Some experts anticipate that the system could cost hundreds of billions of dollars. 
Why It Matters: The news comes in as Palantir has experienced a surge in value after the company <a href="https://www.benzinga.com/government/regulations/25/04/44792590/palantir-stock-jumps-9-after-nato-adopts-ai-system-for-military-ops">successfully closed a deal</a> with the North Atlantic Treaty Organization (NATO) for its AI-driven software, which finds applications in key military operations.
Elsewhere, Musk's SpaceX continues to lead the private space exploration sector after it completed the Falcon 9 rocket's <a href="https://www.benzinga.com/general/space/25/04/44806935/spacex-launches-27th-falcon-9-rocket-from-florida-adds-27-starlink-satellites-to-orbit">27th launch and landing </a>operation from Florida's Cape Canaveral Space Force Station. Musk&#8217;s company has received <a href="https://www.benzinga.com/25/04/44655959/elon-musks-spacex-jeff-bezos-blue-origin-and-boeing-lockheeds-ula-bag-13-5-billion-pentagon-launch-contracts">over $5.9 billion worth</a> of contracts from the U.S. Space Force
The company also deployed 27 additional Starlink satellites to its constellation, bringing the total number of low Earth orbit satellites to well over 7,000. Starlink is now available in over 100 countries across the globe.
However, Musk's DOGE finds itself amid <a href="https://www.benzinga.com/25/04/44859945/whistleblower-alleges-doge-involved-in-major-cybersecurity-breach-at-us-labor-agency">a new controversy </a>as a whistleblower alleges that the department was given wide-ranging access to the sensitive data of the U.S. government's National Labor Relations Board (NLRB).
Price Action: PLTR is currently trading for $92.71 on the NASDAQ, having experienced a 23.30% YTD increase in value, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44859234/vladimir-putin-hails-elon-musk-comparing-him-to-soviet-space-program-pioneer-such-people-rarely-appear-in-the-human-population">Vladimir Putin Hails Elon Musk, Compares Him To Soviet Space Program Pioneer: &#8216;Such People Rarely Appear In The Human Population&#8217;</a></li>
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Image Via Shutterstock

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Politics

SpaceX, Palantir 'Frontrunners' In Bid To Build Donald Trump's Golden Dome: Report

Wells Fargo analyst Matthew Akers maintains RTX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) with a Overweight and raises the price target from $136 to $144.

Price Target

Analyst Ratings

Wells Fargo Maintains Overweight on RTX, Raises Price Target to $144

Wedbush analyst Daniel Ives reiterated confidence in Palantir Technologies Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) growth prospects after the software firm disclosed a deal with the North Atlantic Treaty Organization amid its growing &#8220;federal and commercial&#8221; portfolio.
What Happened: Ives said in a X post that Palantir remains one of Wedbush's "top names,&#8221; and the firm&#8217;s deal with NATO presents an opportunity for the software maker to &#8220;capitalize on.&#8221;
He highlighted that the deal was "another validation sign" for the PLTR as it continues "to generate unprecedented traction for its entire portfolio across both federal and commercial."
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Palantir remains one of our top names to own and this NATO deal represents another major win and opportunity for PLTR to capitalize on..while continuing to generate unprecedented traction for its entire portfolio across both federal and commercial. Another validation sign &#x1f3c6;&#x1f402;
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1912058120664129718?ref_src=twsrc%5Etfw">April 15, 2025</a></blockquote>
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Meanwhile, Tom Nash, the co-founder of Stock MVP, said in a post, "People who still bet against $PLTR in 2025, should not be investing."
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">People who still bet against <a href="https://twitter.com/search?q=%24PLTR&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$PLTR</a> in 2025, should not be investing
&mdash; Tom Nash (@iamtomnash) <a href="https://twitter.com/iamtomnash/status/1911834664589017553?ref_src=twsrc%5Etfw">April 14, 2025</a></blockquote>
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Ives reshared Shay Boloor's post, a podcast host at Stockwits, who pointed out that the defense sector was "evolving" after the NATO and PLTR deal, which also uplifted all the defense stocks. However, the stocks were lower in premarket on Tuesday.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Another clear sign that defense is evolving &#8212; not around jets, tanks, or missiles, but software. And not just any software. <a href="https://twitter.com/search?q=%24PLTR&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$PLTR</a> software. In just 6 months, NATO went from outlining a need to deploying a fully OS. Great to see Europe take ownership of their defense.
&mdash; Shay Boloor (@StockSavvyShay) <a href="https://twitter.com/StockSavvyShay/status/1912065104776204577?ref_src=twsrc%5Etfw">April 15, 2025</a></blockquote>
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<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>U.S. Defense Stocks</td>
<td>Tuesday&#8217;s Premarket</td>
<td>Monday&#8217;s Performance</td>
<td>YTD Performance</td>
</tr>
<tr>
<td>Palantir Technologies Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)</td>
<td>1.18%</td>
<td>4.60%</td>
<td>23.81%</td>
</tr>
<tr>
<td>General Dynamics Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>)</td>
<td>0.44%</td>
<td>0.77%</td>
<td>6.81%</td>
</tr>
<tr>
<td>Northrop Grumman Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>)</td>
<td>-0.01%</td>
<td>0.34%</td>
<td>14.49%</td>
</tr>
<tr>
<td>Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)</td>
<td>-0.07%</td>
<td>0.09%</td>
<td>-1.43%</td>
</tr>
<tr>
<td>Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)</td>
<td>-3.13%</td>
<td>1.56%</td>
<td>-7.33%</td>
</tr>
<tr>
<td>RTX Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>)</td>
<td>-0.18%</td>
<td>0.69%</td>
<td>11.32%</td>
</tr>
<tr>
<td>General Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>)</td>
<td>-0.54%</td>
<td>2.38%</td>
<td>10.33%</td>
</tr>
<tr>
<td>TransDigm Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDG#NYSE">TDG</a>)</td>
<td>-0.23%</td>
<td>1.83%</td>
<td>6.62%</td>
</tr>
<tr>
<td>Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>)</td>
<td>-1.93%</td>
<td>1.42%</td>
<td>15.05%</td>
</tr>
<tr>
<td>Axon Enterprise Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>)</td>
<td>-0.32%</td>
<td>1.21%</td>
<td>-3.63%</td>
</tr>
<tr>
<td>L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>)</td>
<td>-0.42%</td>
<td>0.30%</td>
<td>7.39%</td>
</tr>
</tbody>
</table>
</figure>
See Also: <a href="https://www.benzinga.com/government/regulations/25/04/44807265/cathie-wood-says-shock-therapy-from-trumps-trade-moves-may-end-prolonged-economic-slump">Cathie Wood Says &#8216;Shock Therapy&#8217; From Trump&#8217;s Trade Moves May End Prolonged Economic Slump</a>
Why It Matters: On Monday, NATO and Palantir announced the <a href="https://www.benzinga.com/government/regulations/25/04/44792590/palantir-stock-jumps-9-after-nato-adopts-ai-system-for-military-ops">completion of NATO&#8217;s acquisition</a> of the Palantir Maven Smart System NATO (MSS NATO) for deployment within Allied Command Operations (ACO). The deal was made on March 25. However, the financial terms were not disclosed.
MSS NATO equips military commanders and warfighters with a secure artificial intelligence-powered platform for core operations. It enhances intelligence fusion, targeting, battlespace awareness, and planning, enabling faster decision-making through diverse AI applications.
The Supreme Headquarters Allied Powers Europe (SHAPE) intends to leverage MSS NATO to accelerate the adoption of other advanced technologies developed across NATO, signifying a strong North American and European tech partnership.
The U.S. military already utilizes Palantir&#8217;s Maven technology, a system that was further supported by a $99.8 million five-year contract awarded last September.
Price Action: PLTR rose 1.18% in premarket to $93.71 apiece, whereas Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), the exchange-traded fund tracking the Nasdaq 100 index, was up 0.16% to $458.22.
Benzinga Edge Stock Rankings indicate that PLTR has a weaker price trend over the short term, while it has stayed strong over the medium and long term. Its momentum ranking was solid at the 99.25th percentile, whereas its growth and value rankings were mixed; more details on the fundamentals are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>. 
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/report/PLTR"><img loading="lazy" decoding="async" width="987" height="142" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15073959/PLTR-EDGE-E.png" alt="" class="wp-image-872006" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15073959/PLTR-EDGE-E.png 987w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15073959/PLTR-EDGE-E-300x43.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15073959/PLTR-EDGE-E-768x110.png 768w" sizes="(max-width: 987px) 100vw, 987px" /></a></figure>
<a href="https://www.benzinga.com/quote/PLTR/analyst-ratings">Benzinga&#8217;s analysis of 25 analysts</a> shows a consensus &#8220;sell&#8221; rating for the stock, with an average price target of $69.98, ranging from $7.5 to $125. Recent ratings from DA Davidson, Loop Capital, and William Blair average $103, suggesting a 10.2% potential upside.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/PLTR/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="395" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15074017/PLTR-new-new-april-15-anr-1024x395.png" alt="" class="wp-image-872008" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15074017/PLTR-new-new-april-15-anr-1024x395.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15074017/PLTR-new-new-april-15-anr-300x116.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15074017/PLTR-new-new-april-15-anr-768x297.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15074017/PLTR-new-new-april-15-anr.png 1137w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44808935/charles-schwab-tells-investors-to-prioritize-low-volatility-high-quality-investments-amid-century-high-tariff-turmoil">Charles Schwab Tells Investors To Prioritize &#8216;Low Volatility, High Quality&#8217; Investments Amid Century-High Tariff Turmoil</a></li>
</ul>
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Analyst Color

General

AXON

Top Analyst Sees 'Unprecedented Traction' For PLTR Stock After NATO Agreement: 'Another Validation Sign'

Despite <a href="https://www.benzinga.com/markets/25/04/44756353/xi-jinping-says-there-are-no-winners-in-tariff-war-as-china-slaps-125-tariffs-on-us-goods-urges-trump-to-immediately-correct-wrongdoings">growing concerns about renewed trade</a> tensions between Washington and Beijing, one analyst says the drama may be more performative than policy-driven.
What Happened: Marko Papic, chief strategist at BCA Research, downplayed the long-term impact of escalating U.S.-China tariff rhetoric, suggesting that the latest threats may be largely symbolic and unlikely to result in sustained economic disruption.
"As the kids would say — just for the LOLz," Papic said in an interview with CNBC on Friday, referencing what he sees as political posturing from both sides.
His comments come after China's finance ministry accused the U.S. of "bullying" and warned that aggressive tariff policies could make America look like a "joke" on the global stage.
Papic acknowledged that markets are reacting to fears of a policy-induced slowdown, particularly in sectors like commodities, but said those concerns may be exaggerated. "It's not like this is a great financial crisis," he noted.
He's also not convinced that these trade policies— tariffs and bringing manufacturing back—will actually work or happen as planned. "When was the last time any U.S. policymaker actually referred to them [tariffs] as revenue raisers?"
See Also: <a href="https://www.benzinga.com/25/04/44667862/oil-crashes-to-60-per-barrel-as-recession-fears-grow" target="_blank" rel="noreferrer noopener">Oil Crashes To $60 Per Barrel As Global Recession Fears Grow&nbsp;</a>
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Why It Matters: On Friday, Xi Jinping sharply raised tariffs on U.S. goods from 84% to a record 125%. This came after President Donald Trump hiked tariffs on Thursday, pushing the cost of Chinese imports to at least 145%. This jump results from a new 125% retaliatory tariff layered on top of <a href="https://www.benzinga.com/25/04/44757476/asia-mixed-europe-slides-as-china-tariff-hike-escalates-tensions-gold-soars-dollar-hits-two-year-low-global-markets-today-while-us-slept">existing 20% duties</a>.
While these measures respond to Trump's tariffs, China itself isn't shielded from the fallout. Goldman Sachs has lowered its <a href="https://www.benzinga.com/government/regulations/25/04/44740040/chinas-growth-outlook-dims-as-trumps-125-tariffs-put-millions-of-jobs-at-risk-goldman-warns">growth forecast for the country</a> and warned that up to 20 million export-related jobs could be at risk. The investment bank, however, attributed this outlook not only to U.S. tariffs but also to broader global economic uncertainty.
A <a href="https://www.benzinga.com/news/global/25/04/44762211/10-companies-with-exposure-to-trumps-china-tariff-war-ford-tesla-apple-disney-and-more">Strategy Risks report has identified</a> major U.S. public companies most overexposed to China, evaluating them across categories like Business Fundamentals, Partnerships and Politics, Regional Issues, Supply Chain, and Capacity.
Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) topped the list, scoring high across all areas, especially in Regional Issues tied to human rights concerns and Supply Chain vulnerabilities.
Carrier Global Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>) leads China's commercial HVAC market with extensive operations, while Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) relies <a href="https://www.benzinga.com/25/04/44706383/apple-airlifts-iphones-from-india-and-china-in-72-hour-race-to-beat-trumps-tariffs-as-stock-sinks-amid-us-china-trade-panic">heavily on Chinese manufacturing</a> for most of its products, placing it squarely in the crosshairs of ongoing trade tensions.
Tesla Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) U.S. energy division risks soaring costs from tariffs on Chinese battery cells, potentially doubling Powerwall and Megapack production expenses. Coca-Cola (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) is facing cost pressures from tariffs on key ingredients like sucralose, which may impact profitability.
Cummins, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) maintains deep ties to China through joint ventures and clean energy initiatives. RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>), with thousands of Chinese suppliers, has admitted that decoupling is unfeasible.
Honeywell (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>) has begun adding surcharges due to tariff-related supply disruptions. Walt Disney Co.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) CEO has raised alarms about the broader impact of tariffs, and Caterpillar, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) is confronting shrinking competitiveness as Chinese buyers turn to alternative suppliers.
Ford boasts a solid growth score of 78.49%, according to Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against</a> Apple, Tesla, Disney, and other major companies.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/F"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11231023/Screenshot-2025-04-12-at-8.40.16%E2%80%AFAM.png" alt="" class="wp-image-868750" /></a></figure>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44695907/elon-musk-calls-trump-trade-advisor-peter-navarro-dumber-than-sack-of-bricks-defends-tesla-as-the-most-american-made-cars" target="_blank" rel="noreferrer noopener">Elon Musk Calls Trump Trade Advisor Peter Navarro ‘Dumber Than Sack Of Bricks,' Defends Tesla As ‘Most American-Made Cars'&nbsp;</a></li>
</ul>
Disclaimer: This content was partially produced with the help of <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a> and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Government

Trump And Xi Jinping's Tariff Threats May Be 'Just For The LOLz,' Says Analyst: 'It's Not Like This Is A Great Financial Crisis'

President Donald Trump raised tariffs on Thursday, increasing the price of Chinese imports to a minimum of 145%. The move combines a 125% reciprocal tariff increase with <a href="https://www.benzinga.com/25/04/44757476/asia-mixed-europe-slides-as-china-tariff-hike-escalates-tensions-gold-soars-dollar-hits-two-year-low-global-markets-today-while-us-slept">pre-existing 20% duties</a>. 
The trade war shows no signs of slowing down as China responded on Friday morning with a retaliatory tariff now standing at 125% <a href="https://www.benzinga.com/markets/25/04/44756353/xi-jinping-says-there-are-no-winners-in-tariff-war-as-china-slaps-125-tariffs-on-us-goods-urges-trump-to-immediately-correct-wrongdoings">on U.S. imports. </a>
Here's a look at which companies are most exposed to China and could be impacted by the ongoing trade war. 
A recent <a href="https://strategyrisks.com/data-products/">report</a> from Strategy Risks ranks the largest publicly traded American companies with overexposure to China based on the following criteria: Business Fundamentals, Partnerships and politics, Regional Issues, Supply Chain, and Capacity. 
Read Next: <a href="https://www.benzinga.com/25/04/44695907/elon-musk-calls-trump-trade-advisor-peter-navarro-dumber-than-sack-of-bricks-defends-tesla-as-the-most-american-made-cars">Elon Musk Calls Trump Trade Advisor Peter Navarro &#8216;Dumber Than Sack Of Bricks,&#8217; Defends Tesla As &#8216;Most American-Made Cars&#8217;&nbsp;</a>
<ul>
<li>Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) ranked in the top position as most overexposed to China with high scores in all criteria, especially Regional Issues (linked to human rights abuses and forced labor practices) and Supply Chain.&nbsp;</li>
</ul>
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<li>Carrier Global Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>) dominates China's commercial HVAC sector and operates 11 manufacturing sites, 5 R&amp;D centers and over 300 sales/service branches in the country.&nbsp;</li>
</ul>
<ul start="3">
<li>Apple, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) produces 90% of iPhones, 70% to 80% of iPads and 50% of Mac products in China, according to Wedbush. Tech analyst Dan Ives<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44670176/nvidia-apple-top-names-to-own-cybersecurity-stocks-to-outperform-tech-analyst-dan-ives-says"> recently said</a> Apple &#8220;is in the eye of this storm," referring to the trade war with China. </li>
</ul>
<ul start="4">
<li>Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) U.S. energy business faces existential risks due to tariffs on Chinese battery cells which could double production costs for Powerwalls and Megapacks, <a href="https://electrek.co/2025/04/09/tesla-tsla-surges-trump-bigger-tariffs-on-china-destroy-energy-business/">according</a> to Electrek.&nbsp;</li>
</ul>
<ul start="5">
<li>Coca-Cola Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) faces rising costs due to tariffs on critical raw materials like sucralose, sourced from U.S. and Chinese suppliers. The company noted in its 2024 annual report that tariffs could reduce profitability if price hikes fail to offset higher costs.&nbsp;</li>
</ul>
<ul start="6">
<li>Cummins, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) has a significant presence in China through strategic investments, joint ventures and innovation initiatives, particularly in clean energy and engine manufacturing.&nbsp;</li>
</ul>
<ul start="7">
<li>RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) said in 2023 that decoupling its supply chains from China was unrealistic. Former CEO Gregory Hayes said RTX had "several thousand" Chinese suppliers, and told the Financial Times that, "we are not in a position to pull out of China the way we did out of Russia."&nbsp;</li>
</ul>
<ul start="8">
<li>Honeywell International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>) faces significant supply chain disruptions due to its large presence in China and heavy reliance on imported components. In March, following the initial tariff increases, Honeywell implemented a 6.4% tariff surcharge on Building Management System (BMS) products, and more surcharges are likely to follow as the trade war escalates. </li>
</ul>
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<li>Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) CEO Bob Iger has expressed significant concerns about the impact of U.S. tariffs on Chinese imports, warning of broader economic consequences and specific challenges for Disney's operations. </li>
</ul>
<ul start="10">
<li>Caterpillar, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) faces significant challenges due to the escalating trade tensions, which have eroded the company's competitiveness in China. This is prompting buyers to seek alternative suppliers and forcing Caterpillar to reassess export strategies. </li>
</ul>
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/25/04/44667862/oil-crashes-to-60-per-barrel-as-recession-fears-grow">Oil Crashes To $60 Per Barrel As Global Recession Fears Grow&nbsp;</a></li>
</ul>
Image: Shutterstock

10 Companies With Exposure To Trump's China Tariff War: Ford, Tesla, Apple, Disney And More

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Shares of aerospace and defense companies are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

Citigroup analyst Jason Gursky maintains RTX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) with a Buy and lowers the price target from $153 to $148.

Citigroup Maintains Buy on RTX, Lowers Price Target to $148

VietJet Air has secured a $300 million financial agreement with AV AirFinance, strengthening its fleet expansion plans while potentially providing Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) with additional business as the aircraft manufacturer works to <a href="https://in.benzinga.com/25/04/44580705/boeing-charting-a-quiet-comeback-aircraft-maker-bags-five-major-contracts-in-last-10-days-heres-what-its-chart-shows">recover from recent challenges</a>.
What Happened: The deal, signed in Washington, D.C. on Wednesday in the presence of Vietnam&#8217;s Deputy Prime Minister Ho Duc Phoc, comes as Boeing actively rebuilds its order pipeline following a difficult period marked by safety concerns, production halts, and delivery shortfalls.
On Friday, Reuters reported that the airline was also considering buying 20 wide-body Boeing 787 aircraft.
VietJet will begin taking delivery of its first Boeing 737 MAX aircraft this year from a landmark 200-plane order valued at over $24 billion, initially announced in February 2019. The Vietnamese carrier is currently in discussions to expand this historic order further, representing a potential bright spot for Boeing amid its recovery efforts.
&#8220;We are delighted to be a long-term strategic partner of Vietjet,&#8221; said Stephen Murphy, CEO of AV AirFinance. &#8220;This new commitment reflects our strong relationship and willingness to support Vietjet&#8217;s resurgent growth in the Asia-Pacific region via new generation aircraft.&#8221;
Boeing did not immediately respond to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga</a>'s request for comment.
See Also: <a href="https://www.benzinga.com/25/04/44728207/trump-says-this-is-a-great-time-to-buy-but-portfolio-managers-give-a-reality-check-permanent-damage-has-been-done" target="_blank" rel="noreferrer noopener">Trump Says ‘This Is A Great Time To Buy,' But Portfolio Managers Give A Reality Check: ‘Permanent Damage Has Been Done'</a>
Why It Matters: Boeing has recently shown signs of momentum, securing five major contracts in late March from global customers including Malaysia Aviation Group, Japan Airlines, Korean Air, the U.S. Army, and BOC Aviation. These deals have bolstered Boeing&#8217;s order book.
For VietJet, the AV AirFinance agreement is part of broader aircraft financing arrangements totaling over $4 billion with U.S. financial institutions. 
The airline has established partnerships with major American corporations, including General Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>), Raytheon Technologies Corp.&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) Pratt &amp; Whitney division, and Honeywell International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>), with total U.S. trade commitments reaching approximately $64 billion.
VietJet currently operates over 115 aircraft with more than 400 additional planes on order as it pursues global expansion.
Read Next:
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<li><a href="https://www.benzinga.com/markets/equities/25/04/44727511/harley-davidson-boardroom-turmoil-director-resigns-demands-ceo-jochen-zeitz-step-down-over-cultural-depletion-and-brand-decline" target="_blank" rel="noreferrer noopener">Harley-Davidson Boardroom Turmoil: Director Resigns, Demands CEO Jochen Zeitz Step Down Over ‘Cultural Depletion' And Brand Decline</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Boeing Gets A Boost As VietJet Secures $300 Million Financing, Considers 787 Purchase And Expands $24 Billion MAX Order: Report

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Shares of aerospace and defense companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

RTX Corporation's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) business, Collins Aerospace, on Wednesday, inked a six-year renewal agreement with the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/n44704953/heathrow-aoc-and-rtxs-collins-aerospace-ink-contract-extension-to-provide-streamlined-passenger-ex" rel="noreferrer noopener">Heathrow Airline Operators' Committee</a>.
The deal entails continued providing its ARINC cMUSE solution across all four terminals at London-Heathrow Airport. The next-generation common-use passenger processing system (CUPPS) supports over 80 airlines.
It enables flexible check-in and boarding by dynamically allocating desks and gates based on real-time demand, streamlining operations and enhancing the passenger experience.
Over the next five years, Collins Aerospace and Heathrow AOC also plan to collaborate on exploring and testing new technologies, including cloud and mobile solutions, to support Heathrow's future growth initiatives.
Nigel Wicking, Chief Executive of the Heathrow AOC, said, "As the UK's Gateway to Growth, Heathrow is making investments to transform our current infrastructure to serve more passengers than ever before and it is vital that we leverage the most innovative technologies to keep our operations running smoothly."
We trust the Collins ARINC cMUSE solution will continue to help us optimize resources and offer quick and easy passenger processing tools that ultimately enable our airline customers to provide the best customer service possible."
Yesterday, Collins Aerospace disclosed that it enhanced its SelfServ platform, integrating check-in&nbsp;and <a target="_blank" href="https://www.benzinga.com/news/contracts/25/04/44686376/rtx-pops-as-pratt-whitney-expands-gtf-capacity-collins-aerospace-enhances-offerings" rel="noreferrer noopener">bag drop into user-friendly kiosks</a>.
Investors can gain exposure to the stock via the iShares U.S. Aerospace &amp; Defense ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>) and the First Trust Exchange-Traded Fund First Trust Indxx Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MISL#NYSE">MISL</a>).
Price Action: RTX shares are up 1.20% at $121.88 at the last check on Wednesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/03/44357520/collins-aerospace-lands-80-million-us-army-contract-to-modernize-black-hawk-avionic" target="_blank" rel="noreferrer noopener">RTX's Collins Aerospace Secures $80 Million Black Hawk Avionics Upgrade Contract</a></li>
</ul>
Photo by Stockinasia via Shutterstock

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London's Heathrow, Collins Aerospace Ink Long-Term Deal To Enhance Airport Operations

Collins Aerospace, An RTX Business, Announced Republic Airways As The First Airline To Implement Ascentia Repeaters, The Latest Application As Part Of The Ascentia Predictive Health Maintenance Platform With Nearly 1,300 Tails Utilizing The Solution Today

Common-use&nbsp;ARINC cMUSE&#x2122;&nbsp;solution delivers flexibility, scalability and efficiency to more than 80 airlines at London Heathrow

Collins Aerospace Secures Six-Year Extension With Heathrow AOC To Continue Powering Passenger Processing Across All Terminals

Wells Fargo analyst Matthew Akers maintains RTX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) with a Overweight and lowers the price target from $156 to $136.

Wells Fargo Maintains Overweight on RTX, Lowers Price Target to $136

RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) shares are trading sharply higher Tuesday after its Collins Aerospace and Pratt &amp; Whitney units <a href="https://www.benzinga.com/news/contracts" target="_blank" rel="noreferrer noopener">disclosed several deals.</a>
Pratt &amp; Whitney: The unit reached an agreement with MTU Aero Engines to expand GTF<a href="https://www.benzinga.com/pressreleases/25/04/n44680187/rtxs-pratt-whitney-and-mtu-aero-engines-strengthen-gtf-mro-network-collaboration" target="_blank" rel="noreferrer noopener"> overhaul capacity at MTU&#8217;s facilities</a>.
This will support the rising demand for GTF MRO services, increasing MTU&#8217;s annual capacity to up to 600 shop visits across all GTF models, making it one of the largest service providers in the Pratt &amp; Whitney GTF MRO network.
Apart from this, Pratt &amp; Whitney and Delta Air Lines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) disclosed an agreement to expand GTF overhaul capacity at Delta TechOps&#8217; Atlanta <a href="https://www.benzinga.com/pressreleases/25/04/n44680188/rtxs-pratt-whitney-inks-agreement-for-delta-tech-ops-to-increase-gtf-mro-capacity-by-30" target="_blank" rel="noreferrer noopener">facility over the next decade</a>.
The facility&#8217;s annual capacity will increase by more than 30%, enabling it to overhaul up to 450 engines per year, making it one of the largest member facilities in the Pratt &amp; Whitney GTF MRO network.
Additionally, Pratt &amp; Whitney developed a new additive manufacturing repair for critical GTF engine components that <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/n44680192/rtxs-pratt-whitney-launches-additive-gtf-repair-solution-to-improve-turnaround-time" rel="noreferrer noopener">reduces process time by over 60%</a>.
Pratt &amp; Whitney anticipates recovering $100 million worth of parts over the next five years through the implementation of these additive repairs.
Collins Aerospace: The units disclosed that it enhanced its SelfServ platform, integrating check-in <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/n44680645/rtxs-collins-aerospace-unveils-enhanced-self-service-solutions-at-passenger-terminal-expo" rel="noreferrer noopener">and bag drop into user-friendly kiosks</a>.
Paired with the SelfPass biometric solution, passengers can securely manage their journey, from check-in to boarding, with seamless biometric processing.
Additionally, Collins Aerospace is showcasing aftermarket seating concepts <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/n44680181/rtxs-collins-aerospace-demonstrates-innovative-seating-modification-and-upgrade-concept" rel="noreferrer noopener">to upgrade Pinnacle main cabin seats</a>.
These solutions offer three pathways to transform aging seats, improving speed to market, extending product life, and maximizing operator investments, leveraging a large global install base for efficient implementation.
Moreover, Collins Aerospace stated that it is showcasing enhancements to its Prime wheelchair seating solution at the Aircraft Interiors Expo (AIX) in Hamburg, Germany.
Investors can gain exposure to the stock via iShares U.S. Aerospace &amp; Defense ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>) and First Trust Exchange-Traded Fund First Trust Indxx Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MISL#NYSE">MISL</a>).
Price Action: RTX shares are up 5.27% at $123.50 at the last check Tuesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/03/44357520/collins-aerospace-lands-80-million-us-army-contract-to-modernize-black-hawk-avionic" target="_blank" rel="noreferrer noopener">RTX&#8217;s Collins Aerospace Secures $80 Million Black Hawk Avionics Upgrade Contract</a></li>
</ul>
Photo: Shutterstock/T. Schneider

RTX Pops as Pratt & Whitney Expands GTF Capacity, Collins Aerospace Enhances Offerings

RTX shares are trading higher after the company announced an agreement with Delta Air Lines to expand GTF overhaul capacity for Delta over the next decade. Additionally, the company provided additional business updates, including a collaboration with MTU Aero Engines and enhancements to its self-service (CUSS) platform..

RTX's Collins Aerospace Introduces Enhancements To SelfServ Platform An Integrated Common Use Self Service (CUSS) Solution

RTX's Pratt & Whitney Business Collaborates With MTU Aero Engines To Expand GTF Overhaul Capacity Across all Of MTU's Facilities

RTX's Collins Aerospace Business Introduces Aftermarket Seating Concepts For Airline Customers Flying Collins' Pinnacle main Cabin Seats

RTX's Pratt & Whitney Business Inks Agreement With Delta Air Lines To Expand GTF Overhaul Capacity At Delta TechOps' Atlanta Facility Over The Next Decade

RTX's Collins Aerospace Showcases Enhanced Prime Seating Solution For Electric Wheelchair Users At AIX 2025

Press Releases

RTX's Collins Aerospace demonstrates innovative seating modification and upgrade concept

RTX's Pratt & Whitney and MTU Aero Engines strengthen GTF MRO network collaboration

RTX's Pratt & Whitney inks agreement for Delta Tech Ops to increase GTF MRO capacity by 30%

RTX's Pratt & Whitney launches additive GTF repair solution to improve turnaround time

RTX's Collins Aerospace unveils enhanced self-service solutions at Passenger Terminal Expo

RTX's Collins Aerospace joins the Digital Alliance for Aviation to expand predictive maintenance and health monitoring solutions

Heathrow AOC and RTX's Collins Aerospace ink contract extension to provide streamlined passenger experience

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