Raytheon Company RTN recently
secured a $70.4-million contract for providing engineering
services, organic depot stand-up and production support to the F-16
Center Display Unit. The contract was awarded by the Air Force Life
Cycle Management Center, F-16 Contracting Branch, Hill Air Force
Base, UT.
Work related to this deal will be performed in Indianapolis, IN,
and is expected to get completed by Feb 28, 2025.
A Brief Note on F-16
The F-16 Fighting Falcon, developed by General Dynamics GD, is a
compact, multi-role fighter aircraft, which is highly maneuverable
and lethal in air-to-air combat and air-to-surface attack. It
provides a relatively low-cost, high-performance weapon system for
the United States and allied nations.
Our View
With rapid technological upgrade, identifying threats beforehand
has become increasingly crucial, and sensors play a critical role
in that. To this end, being a prime defense contractor in the
United States, Raytheonâs sensor systems hold a significant share
of the U.S. sensor systems market. The latest contract win is an
example of its growing market share within the country.
Such contract flows tend to boost the companyâs Space and Airborne
Systems (SAS) unit, which develops integrated aircraft
communication and
sensor systems. Evidently, this segment registered annual sales
growth of 13% in the fourth quarter of 2018. Considering the latest
contract win, we can expect this unit to register similar top-line
growth in the coming quarters as well.
Furthermore, recently the U.S. government proposed its fiscal 2020
defense budget that includes a spending plan of $57.7 billion on
aircraft, reflecting a massive increase of 166% from the approved
spending for fiscal 2019. If approved, such spending provision
should usher in more contracts for Raytheon, going ahead.
Price Performance
Shares of Raytheon have plunged about 16.4% in a year against the
industryâs growth of 7.3%.
Zacks Rank & Key Picks
Raytheon currently carries Zacks Rank #3 (Hold). A few
better-ranked stocks in the same sector are Spirit Aerosystems
Holdings SPR and AeroVironment, Inc. AVAV.
While Spirit Aerosystems sports a Zacks Rank #1 (Strong Buy),
AeroVironment carries a Zacks Rank #2 (Buy). You can see the
complete list of todayâs Zacks #1 Rank stocks here.
Spirit Aerosystemsâ long-term growth estimates currently stand at
7.8%. The Zacks Consensus Estimate for 2019 earnings has risen 3.7%
to
$7.56 in the past 90 days.
AeroVironmentâ long-term growth estimates currently stand at 25%.
The Zacks Consensus Estimate for 2019 earnings has increased 16.67%
to
$1.75 in the past 90 days.
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General Dynamics
Corporation (GD) : Free Stock Analysis Report
AeroVironment, Inc. (AVAV)
: Free Stock Analysis Report
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Holdings, Inc. (SPR) : Free Stock Analysis Report
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