RTX's Raytheon books $3.7bn Patriot interceptor deal for Ukraine, scales European output

Summary

Rtx's Raytheon signed a $3.7bn direct commercial sale on 14 April 2026 to deliver Patriot GEM-T interceptors to Ukraine, funded by Germany. A new GEM-T line in Schrobenhausen , run by COMLOG, a Raytheon–MBDA Deutschland joint venture, anchors supply-chain resilience and Ukrainian replenishment. The deal sits atop a wave of European Union Patriot orders: $627m to the Netherlands (April), $1.7bn for four Spanish fire units (December), $168m for Romania, plus a $441.6m urgent US GEM-T order ("Epic Fury") in Chambersburg, Pennsylvania. With Patriot the scarce asset against Russian and Iranian missiles, RTX is the bottleneck supplier for Europe's air-defence rebuild, see Patriot, Interceptor Stocks and Army adds $8.4bn to Lockheed's Precision Strike Missile contract.

By the numbers

• $3.7bn, German-funded GEM-T deal for Ukraine.
• $627m, Netherlands Patriot equipment order.
• $1.7bn, Spain, four Patriot fire units.
• $168m, Romania Patriot equipment.
• $441.6m, urgent US GEM-T order (Operation Epic Fury).

Why it matters

Interceptor supply, not launchers, is the binding constraint on European and Ukrainian air defence. RTX's European GEM-T line and stacked orders show demand outrunning capacity, and Germany paying to route US-origin interceptors to Kyiv.

What to watch

• Schrobenhausen/COMLOG output ramp and delivery timelines.
• Further European Patriot orders and waitlist length.
• US interceptor stock drawdown against Mideast and Ukraine demand.