Collins Aerospace

United States · owned by RTX Corporation (United States) · www.collinsaerospace.com · 21 vendors

Collins Aerospace is a leading provider of aerospace and defense systems, products, and services for commercial and military customers worldwide. Formed in 2018 through the merger of United Technologies Aerospace Systems and Rockwell Collins, the company develops advanced avionics, interiors, aerostructures, mechanical systems, mission systems, and power and controls. It is a business unit of RTX Corporation (formerly Raytheon Technologies).

Resilience scores

Disruption prediction

Collins Aerospace has an estimated 11% probability of disruption in the next 6 months.

8 of Collins Aerospace's 21 vendors monitored for disruptions.

Technology vendors

Services catalogue

3 services in catalogue across 1 category; runs on 21 sub-vendors.

Insights

Last updated 2026-07-30 · revision 3

21 direct vendors, 298 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Migration Readiness: 6/10

Assessed by AI based on technology stack characteristics (cloud-native vs legacy, containerization, microservices), regulatory environment, data residency requirements, financial stability, and vendor lock-in risks. The score ranges from 0-10, where higher scores indicate better readiness for technology migration.

Collins Aerospace exhibits a moderate level of migration readiness. On the positive side, the company has already adopted key modern technologies such as Microsoft Azure, AWS, Docker, Kubernetes, Ansible, and Terraform. This indicates existing cloud expertise, a foundation for containerization, and the use of Infrastructure as Code, which are crucial enablers for efficient migration. Its strong financial stability, evidenced by consistent revenue growth, suggests it has the capacity to fund significant migration initiatives. However, substantial challenges exist. The internal tech stack includes significant legacy enterprise systems like SAP ERP, Siemens Teamcenter (PLM), CATIA (CAD/CAM), Oracle Database, and Microsoft SQL Server. Migrating or modernizing these core systems will require considerable effort, time, and investment, potentially involving complex refactoring or re-platforming. The highly regulated industry environment (ITAR, EAR, DFARS, FAA, EASA, CMMC, NIS2) imposes stringent compliance requirements, particularly concerning data security, sovereignty, and operational continuity, which will add significant complexity and cost to any migration strategy. While 'Data Residency Requirements' are not specified, given the global operations and regulatory landscape, it is highly probable that such requirements exist, further complicating cloud migration planning. The 'Vendor Lock-in Risk' is unknown for the 23 services identified, which could pose a significant impediment if critical services are tied to inflexible contracts or proprietary technologies, potentially increasing migration complexity and cost.

Compliance

12 in-scope frameworks identified; showing 3.

CMMC — Assessment Required

CMMC is directly applicable to Collins Aerospace as a major US Department of Defense (DoD) prime contractor and subcontractor. Collins Aerospace holds numerous DoD contracts requiring protection of Controlled Unclassified Information (CUI) and Federal Contract Information (FCI). CMMC 2.0 (finalized in late 2024) requires third-party certification at Level 2 or Level 3 for contracts involving CUI. Non-compliance results in loss of DoD contract eligibility — a catastrophic business risk for a company where defense contracts represent a substantial portion of revenue. Risk is High due to the direct revenue impact of non-compliance.

Evidence: https://www.acq.osd.mil/cmmc/, https://www.collinsaerospace.com/en/what-we-do/defense, https://www.rtx.com/who-we-are/our-company/ethics-and-compliance

FAR — Assessment Required

FAR and DFARS are foundational regulatory frameworks for all US federal contractors. Collins Aerospace, as a major prime contractor and subcontractor to the US DoD and other federal agencies, must comply with extensive FAR/DFARS requirements including cybersecurity (DFARS 252.204-7012), cost accounting, ethics, small business subcontracting, and supply chain integrity. Non-compliance can result in contract termination, False Claims Act liability (treble damages), and debarment. Risk is High given the scale of Collins Aerospace's federal contracting activity.

Evidence: https://www.acquisition.gov/far/, https://www.acquisition.gov/dfars/, https://www.collinsaerospace.com/en/what-we-do/defense, https://sam.gov

EASA — Assessment Required

Collins Aerospace is a major supplier of avionics, aircraft systems, and components to European commercial and military aviation customers. EASA regulations govern the design, production, and maintenance of aviation products in the EU. Collins Aerospace must hold EASA Part 21 Design Organization Approval (DOA) and/or Production Organization Approval (POA) for products certified for use in EU-registered aircraft. Non-compliance with EASA requirements can result in product certification revocation, grounding of aircraft, and loss of EU market access — representing significant revenue risk. Risk is High given the critical safety implications and market access dependencies.

Evidence: https://www.easa.europa.eu/en/domains/aircraft-products/part-21-organisations, https://www.collinsaerospace.com/en/what-we-do/commercial-aviation, https://www.easa.europa.eu/en

Financials

Three-year financials

Financial Resilience Score: 8/10

Collins Aerospace demonstrates strong financial resilience as a segment of RTX Corporation, one of the world's largest aerospace and defense companies. The segment has shown remarkable recovery from the COVID-19 pandemic downturn, growing revenue from ~$18.8B in 2021 to ~$28.2B in 2024, while expanding operating margins from ~9.8% to ~15.9% over the same period. This margin expansion reflects successful cost management, pricing power, and the higher-margin aftermarket business that represents approximately 45-50% of commercial revenue. The company benefits from significant scale and diversification, with content on virtually every commercial and military aircraft platform globally. Its balanced exposure to commercial (~60%) and defense (~35-40%) markets provides counter-cyclical protection, while the large installed base generates recurring aftermarket revenue through spares, MRO, and modifications. Access to RTX's investment-grade balance sheet and ~$2.7B in company-funded R&D further strengthens its position. However, the segment faces meaningful risks including persistent supply chain constraints (castings, forgings, semiconductors), heavy OEM concentration with Boeing and Airbus, exposure to Boeing 737 MAX and 787 program challenges, defense budget cyclicality, and indirect pressure from RTX's Pratt & Whitney GTF powder-metal issue affecting parent-level cash flow and buybacks. Fixed-price development contracts on certain defense programs also carry cost-overrun risk.

Key strengths: Scale and diversification as tier-1 aerospace supplier with content on virtually every commercial/military platform, High-margin aftermarket revenue (~45-50% of commercial) providing recurring cash flow, Backed by RTX's investment-grade balance sheet and ~$2.7B R&D scale, Strong post-pandemic recovery with margin expansion from ~9.8% to ~15.9%, Balanced commercial (~60%) and defense (~35-40%) exposure, Record FY2024 performance with $28B revenue and $4.5B operating profit

Risk factors: Persistent supply chain constraints on castings, forgings, semiconductors, and skilled labor, Heavy OEM concentration with Boeing (737 MAX, 787) and Airbus (A320neo, A350), Program-specific risks from OEM groundings, quality issues, or ramp delays, Parent-level Pratt & Whitney GTF powder-metal issue pressuring RTX cash flow and buybacks, Defense budget cyclicality affecting ~1/3 of revenue, Fixed-price development contracts on classified/defense programs carry cost-overrun risk

Revenue by geography

Revenue by product/service

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